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).

Current Firm Details
Po Box 14008, Portland, OR 97293
http://www.trailheadplanners.com
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $267,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, OR, TX

Financial Advisors at Trailhead Planners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Mulvahill, financial advisor Minneapolis MN
William P. Mulvahill
CRD#: 5781832
321 W 48th St, Minneapolis, MN 55419

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.

2
Courtney Ranstrom, financial advisor Portland OR
Courtney E. Ranstrom
CRD#: 5648835
Portland, OR

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.

3
Morgan Ranstrom, financial advisor Minneapolis MN
Morgan K. Ranstrom
CRD#: 4674255
321 W 48th St, Minneapolis, MN 55419

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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