CTB FINANCIAL SERVICES, LTD.

SAINT LOUIS PARK, Minnesota·2 registered advisors·CRD# 141278

SEC# 801-685770952-546-5456

01

Firm Overview

AUM

$218M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CTB FINANCIAL SERVICES, LTD.

2 registered advisors

Jonathan Wayne Liang

SAINT LOUIS PARK, Minnesota

Ozro Charles Brown

SAINT LOUIS PARK, Minnesota

05

Office Locations

SAINT LOUIS PARK, Minnesota

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Data sourced from SEC Form ADV filings. CTB FINANCIAL SERVICES, LTD. (CRD# 141278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.