Be advised. This firm is no longer registered.

Work Optional, Inc.

Work Optional, Inc. (CRD# 143430) is a financial advisory firm headquartered in Plymouth, MN. They manage $172,641,228 in 1,092 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3360 B Annapolis Lane North, Plymouth, MN 55447
http://www.facebook.com/workoptional
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    1,092
    ACCOUNTS
  • Average Account Value
    $158,096
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WI

Financial Advisors at Work Optional, Inc.
No Advisor Found.

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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