Jonathan Liang, MA, CFP
CTB Financial Services, Ltd.

5811 Cedar Lake Road South
Minneapolis, MN 55416
CTB Financial Services, Ltd. | Financial Advisor in Minneapolis ,MN

About CTB Financial Services, Ltd.

Vice President and Partner, CTB Financial Services, LTD., Registered Investment Advisor

Jonathan began his financial services career in 1996, working around the globe at UnitedHealthcare, American International Group and Allianz Life. Although he enjoyed his broad and international experience with these companies, he decided to redirect his focus toward an area that would have an immediate and more meaningful impact in people?s lives by starting Rock Creek Financial Strategies in 2000, a comprehensive financial planning firm.


General Information

States Licensed in:   MN
Number of Years with Current Firm:   12
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

Investment Types:   Insurance , Mutual Funds
I can meet clients in the following ways:   Via phone , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets


Jonathan Liang, MA, CFP

Jonathan Liang, MA, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM