Unclaimed Profile

Jonathan Wayne Liang

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

Series 7, Series 66Clean record22 years registeredCTB 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. · 22 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Aug 2023 – present

CTB FINANCIAL SERVICES, LTD.

Mar 2015 – Nov 2023

SAINT LOUIS PARK, MN

GENEOS WEALTH MANAGEMENT, INC.

Feb 2004 – May 2006

ST. PAUL, MN

UNITED SECURITIES ALLIANCE, INC.

Dec 2003 – Mar 2004

ST. PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 4, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CTB FINANCIAL SERVICES, LTD.

CRD 141278 · SEC 801-68577

AUM

$218M

Regulatory assets under management

Employees

1,033 client accounts

Services offered by CTB FINANCIAL SERVICES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CTB FINANCIAL SERVICES, LTD. →

Introduction

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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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