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WORK OPTIONAL, INC.
WORK OPTIONAL, INC.
PLYMOUTH, Minnesota
·
3 registered advisors
·
CRD# 143430
SEC# 801-113463
0
952-475-7000
01
Firm Overview
AUM
$173M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WORK OPTIONAL, INC.
3 registered advisors
Derick L. Gallagher
PLYMOUTH, Minnesota
CRD# 7035356
Jaime Lyn Langva
PLYMOUTH, Minnesota
CRD# 4221451
Marc Daniel Langva
PLYMOUTH, Minnesota
CRD# 2897725
05
Office Locations
PLYMOUTH, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. WORK OPTIONAL, INC. (CRD# 143430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.