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PORTFOLIO DESIGN SERVICES, LLC
PORTFOLIO DESIGN SERVICES, LLC
RIVER FALLS, Wisconsin
·
4 registered advisors
·
CRD# 131506
SEC# 801-80561
1
715-629-9095
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PORTFOLIO DESIGN SERVICES, LLC
4 registered advisors
Angela Kay Tille
RIVER FALLS, Wisconsin
CRD# 7293007
Bradley Cole Olson
RIVER FALLS, Wisconsin
CRD# 5342550
Bruce David Swanson
RIVER FALLS, Wisconsin
CRD# 1113446
Julie Ellen Swanson
RIVER FALLS, Wisconsin
CRD# 7521299
05
Office Locations
RIVER FALLS, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. PORTFOLIO DESIGN SERVICES, LLC (CRD# 131506) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.