Trailhead Planners, LLC
Trailhead Planners, LLC (CRD# 284610) is a financial advisory firm headquartered in Portland, OR. They manage $119,439,094 in 446 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management119MILLION
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Total Number of Accounts446ACCOUNTS
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Average Account Value$267,801
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MN, OR, TX
William Mulvahill (CRD# 5781832) is an Investment Advisor Representative working at Trailhead Planners, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry.
Courtney Ranstrom (CRD# 5648835) is an Investment Advisor Representative working at Trailhead Planners, LLC in Portland, OR and has over 15 years of experience in the finance industry.
Morgan Ranstrom (CRD# 4674255) is an Investment Advisor Representative working at Trailhead Planners, LLC in Minneapolis, MN and has over 14 years of experience in the finance industry.