Reported as registered
TRAILHEAD PLANNERS, LLC
CRD 284610 · SEC 801-129254
EDINA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
293 sourced firms · query 78 ms
Reported as registered
TROTT BROOK FINANCIAL
CRD 290962 · SEC 801-135880
ANOKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUE VISION FINANCIAL ADVISORS
CRD 322783 · SEC 801-126424
WOODBURY, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUMIX ADVISORS
CRD 310222 · SEC 801-129885
BLOOMINGTON, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TTCP MANAGEMENT SERVICES, LLC
CRD 165448 · SEC 801-80058
BLOOMINGTON, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TWELE CAPITAL MANAGEMENT, INC.
CRD 130239 · SEC 801-67477
MINNETONKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TWIN CITIES RETIREMENT GROUP
CRD 154974 · SEC 801-135555
PLYMOUTH, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
U.S. BANCORP ADVISORS, LLC
CRD 14455 · SEC 801-70084
SAINT PAUL, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
U.S. BANCORP ASSET MANAGEMENT, INC.
CRD 111912 · SEC 801-60125
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ULLAND INVESTMENT ADVISORS, LLC
CRD 109610 · SEC 801-57473
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
UNDERDOG WEALTH MANAGEMENT, LLC
CRD 152998 · SEC 801-136619
MAPLE GROVE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
USADVISORS WEALTH MANAGEMENT, LLC
CRD 158108 · SEC 801-77961
EDEN PRAIRIE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VALTINSON BRUNER FINANCIAL PLANNING
CRD 297866 · SEC 801-113830
NEW BRIGHTON, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VAN CLEMENS WEALTH MANAGEMENT, LLC
CRD 297362 · SEC 801-129906
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VANTAGE POINT WEALTH MANAGEMENT
CRD 167886 · SEC 801-99343
PLYMOUTH, MN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
VENSANA CAPITAL MANAGEMENT, LLC
CRD 300695 · SEC 802-114814
EDINA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERA LAKE CAPITAL, LLC
CRD 341142 · SEC 801-135693
EDINA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERMILLION WEALTH MANAGEMENT INC.
CRD 281978 · SEC 801-107450
ROSEMOUNT, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WACKER & ASSOCIATES, INC.
CRD 159879 · SEC 801-132015
JACKSON, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WALLEYE CAPITAL LLC
CRD 161413 · SEC 801-113731
WAYZATA, MN
Source release August 3, 2026 · retrieved August 18, 2026