| Registration status | Terminated |
| As of Date | 01/31/2024 |
| ADV Location | OAKDALE, MN, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3,002 -7% |
| of those in investment advisory functions | 1,373 6% |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds