FOUNDATION FINANCIAL PLANNING LLP

MINNEAPOLIS, Minnesota·1 registered advisor·CRD# 115155
SEC# 801-64379763-231-2760
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FOUNDATION FINANCIAL PLANNING LLP

1 registered advisor
Roger Charles Kruse
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. FOUNDATION FINANCIAL PLANNING LLP (CRD# 115155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.