Upland Financial Management, LLC
Upland Financial Management, LLC (CRD# 281471) is a financial advisory firm headquartered in Minneapolis, MN. They manage $13,124,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$397,697
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Brian Foster (CRD# 2390949) is an Investment Advisor Representative working at Upland Financial Management, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.