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Bruce Pogatchnik

NORTH COMPASS FINANCIAL ADVISORS, LLC·GRAND RAPIDS, Minnesota
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21 NE 5TH STREET, SUITE 301, GRAND RAPIDS, MN 55744CRD# 5537924Firm CRD# 146626
01

About

Bruce Pogatchnik is a registered financial advisor based in GRAND RAPIDS, Minnesota, affiliated with NORTH COMPASS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NORTH COMPASS FINANCIAL ADVISORS, LLC
NORTH COMPASS FINANCIAL ADVISORS, LLC
AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTH COMPASS FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5537924
Firm CRD# 146626
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Pogatchnik offer?
Bruce Pogatchnik specializes in Investment Management, Fee-Only Advisory. Contact their office in GRAND RAPIDS, Minnesota for a consultation.
What are Bruce Pogatchnik's credentials?
Bruce Pogatchnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Pogatchnik located?
Bruce Pogatchnik is based in GRAND RAPIDS, Minnesota, working with NORTH COMPASS FINANCIAL ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Bruce Pogatchnik charge for services?
Bruce Pogatchnik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH COMPASS FINANCIAL ADVISORS, LLC?
NORTH COMPASS FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRAND RAPIDS
Dale Alan Anich — NORTH COMPASS FINANCIAL ADVISORS, LLCRaymond Lee Nikkel — NORTH COMPASS FINANCIAL ADVISORS, LLCRonald Dean Carlson — NORTH COMPASS FINANCIAL ADVISORS, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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