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Gary Robert Walen

BPS CAPITAL MANAGEMENT, INC.·BLOOMINGTON, Minnesota
Unclaimed Profile
7900 INTERNATIONAL DRIVE, BLOOMINGTON, MN 55425CRD# 1160117Firm CRD# 120006
01

About

Gary Robert Walen is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with BPS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BPS CAPITAL MANAGEMENT, INC.
BPS CAPITAL MANAGEMENT, INC.
AUM
$3.8B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BPS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CAPPED FEES: AUM UNTIL CAP IS REACHED
Regulatory
SEC/IARD CRD# 1160117
Firm CRD# 120006
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Robert Walen offer?
Gary Robert Walen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Gary Robert Walen's credentials?
Gary Robert Walen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Robert Walen located?
Gary Robert Walen is based in BLOOMINGTON, Minnesota, working with BPS CAPITAL MANAGEMENT, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Gary Robert Walen charge for services?
Gary Robert Walen's firm is compensated through percentage of aum, subscription fees, other: capped fees: aum until cap is reached. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BPS CAPITAL MANAGEMENT, INC.?
BPS CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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