Upland Financial Management, LLC
Upland Financial Management, LLC (CRD# 281471) is a financial advisory firm headquartered in , . They manage $15,200,000 in 35 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$434,286
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
MN, TX, WI
Brian Foster (CRD# 2390949) is an Investment Advisor Representative working at Upland Financial Management, LLC in Hudson, WI and has over 24 years of experience in the finance industry.