Unclaimed Profile

Jonathan Wayne Liang

CTB FINANCIAL SERVICES, LTD.·SAINT LOUIS PARK, Minnesota

Clean recordCTB FINANCIAL SERVICES, LTD.

5811 SOUTH CEDAR LAKE ROAD, SAINT LOUIS PARK, MN 55416CRD# 4289198Firm CRD# 141278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Wayne Liang · SAINT LOUIS PARK, MN

Registration

CRD #4289198 · CTB FINANCIAL SERVICES, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Wayne Liang is a registered financial advisor based in SAINT LOUIS PARK, Minnesota, affiliated with CTB FINANCIAL SERVICES, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CTB FINANCIAL SERVICES, LTD.

AUM

$218M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CTB FINANCIAL SERVICES, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4289198

Firm CRD# 141278

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Wayne Liang offer?

Jonathan Wayne Liang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS PARK, Minnesota for a consultation.

What are Jonathan Wayne Liang's credentials?

Jonathan Wayne Liang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Wayne Liang located?

Jonathan Wayne Liang is based in SAINT LOUIS PARK, Minnesota, working with CTB FINANCIAL SERVICES, LTD.. Their office serves clients in the SAINT LOUIS PARK metropolitan area and surrounding communities.

How does Jonathan Wayne Liang charge for services?

Jonathan Wayne Liang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CTB FINANCIAL SERVICES, LTD.?

CTB FINANCIAL SERVICES, LTD. has approximately 9 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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