Trusted Financial Partners, LLC is a large advisory firm based in Minnetonka. It manages $84.79 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Minnesota and Texas.
Trusted Financial Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trusted Financial Partners, LLC is $84.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 128% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trusted Financial Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kevin James O'connor has been acting as President since 1 Oct 1998. Jane Marie Bortnem joined the executive team most recently as the Treasurer, Secretary & Chief Compliance Officer.
The principal office where Trusted Financial Partners, LLC performs its advisory services is located at 301 Carlson Parkway, Suite 103, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-893-9012 or by fax 952-893-9036. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.