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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $397,697
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Upland Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian R. Foster
CRD#: 2390949
506 West Minnehaha Parkway, Minneapolis, MN 55419
93
Wealthminder
score

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.

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