Work Optional, Inc.

Work Optional, Inc. (CRD# 143430) is a financial advisory firm headquartered in Plymouth, MN. They manage $93,349,734 in 901 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    901
    ACCOUNTS
  • Average Account Value
    $103,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
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.

CA, MN, TX, WI

Financial Advisors at Work Optional, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jaime L. Langva
CRD#: 4221451
3360 B Annapolis Lane North, Plymouth, MN 55447
96
Wealthminder
score

Jaime Langva (CRD# 4221451) is an Investment Advisor Representative working at Work Optional, Inc. in Plymouth, MN and has over 12 years of experience in the finance industry. Jaime Langva has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marc D. Langva
CRD#: 2897725
3360 B Annapolis Lane North, Plymouth, MN 55447
96
Wealthminder
score

Marc Langva (CRD# 2897725) is an Investment Advisor Representative working at Work Optional, Inc. in Plymouth, MN and has over 19 years of experience in the finance industry. Marc Langva has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ann Treml-Olson
CRD#: 2010066
3360 B Annapolis Lane North, Plymouth, MN 55447
96
Wealthminder
score

Ann Treml-Olson (CRD# 2010066) is an Investment Advisor Representative working at Work Optional, Inc. in Plymouth, MN and has over 26 years of experience in the finance industry. Ann Treml-Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason P. Clark
CRD#: 3172471
3360 B Annapolis Lane North, Plymouth, MN 55447
93
Wealthminder
score

Jason Clark (CRD# 3172471) is an Investment Advisor Representative working at Work Optional, Inc. in Plymouth, MN and has over 17 years of experience in the finance industry.

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