WEALTH MANAGEMENT SERVICES, LLC

BLOOMINGTON, Minnesota·2 registered advisors·CRD# 141031
SEC# 801-67036952-841-6556
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT SERVICES, LLC

2 registered advisors
Douglas Lee Forsberg
BLOOMINGTON, Minnesota
Janet Gail Pollish
BLOOMINGTON, Minnesota
05

Office Locations

BLOOMINGTON, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT SERVICES, LLC (CRD# 141031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.