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Jonathan Wayne Liang

CTB FINANCIAL SERVICES, LTD.·SAINT LOUIS PARK, Minnesota
Unclaimed Profile
5811 SOUTH CEDAR LAKE ROAD, SAINT LOUIS PARK, MN 55416CRD# 4289198Firm CRD# 141278
01

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.

02

Focus Areas

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

Firm Overview

Firm
CTB FINANCIAL SERVICES, LTD.
CTB FINANCIAL SERVICES, LTD.
AUM
$218M
Regulatory assets under management
Employees
9
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4289198
Firm CRD# 141278
No disclosures on file
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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Other advisors in SAINT LOUIS PARK
Kristine Ann Bisanz — BOND & DEVICK FINANCIAL NETWORK, INC.Ozro Charles Brown — CTB FINANCIAL SERVICES, LTD.Richard James Devick — BOND & DEVICK FINANCIAL NETWORK, INC.Teresa Ann Devick — BOND & DEVICK FINANCIAL NETWORK, INC.Robert Bruce Caverly — BOND & DEVICK FINANCIAL NETWORK, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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