Top financial advisors in Anoka, MN
We've curated a list of the best financial advisors in Anoka, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $97,393,000 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Anoka, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Trott Brook Financial
Trott Brook Financial, Inc. is an investment advisory firm founded in 1999 and registered to offer services in 2018. The firm specializes in asset management, offering discretionary services based on individual investment goals, risk tolerance, and objectives. They may hire Sub-Advisors to manage client assets, with full discretion to hire and fire as deemed suitable. Trott Brook also provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary. Their ongoing financial planning services include comprehensive evaluations and financial plans covering various aspects like retirement, risk management, and tax reduction strategies. For asset management, fees are tiered based on total assets under management, ranging from 0.60% to 1.40%. ERISA plan fees are negotiable and based on the market value of included assets. Financial planning fees range from $250 to $500 per month. Trott Brook does not require prepayment of fees exceeding $500 per client. The firm discloses external compensation received for the sale of securities and does not use performance-based fees. Clients must have a minimum of $500,000 to open an account. Trott Brook employs fundamental analysis for security selection and discloses various investment risks. The firm's principal executive officer, James Steffen, is a Certified Financial Planner (CFP®) and has no disciplinary history. He also engages in insurance and securities sales activities, with proper disclosures to mitigate conflicts of interest. James Steffen is responsible for supervision and adheres to the firm's Compliance Manual.
$97,393,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Anoka, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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