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CTB Financial Services

Tel: 612-810-3467
5811 Cedar Lake Road South
Minneapolis, MN 55416
CTB Financial Services | Financial Advisor in Minneapolis ,MN


About CTB Financial Services

CTB Financial Services was established in 2000, building on the brand and accomplishments of a 40 year old, traditional CPA firm. We focus on bringing an independent perspective, deep technical knowledge, compassion, education and a comprehensive approach to successful families and individuals.

Founded, owned and operated jointly by Chuck Brown and Jonathan Liang, CTB Financial Services operates as a Registered Investment Advisor. Only independent advisors have an ethical and legal duty to put their clients first. As such, we have a fundamental obligation to act and provide advice that is only ever in your best interests.

We are independent and objective. No one pays us but our clients, so we owe no loyalty to anyone but you.

Consider working with a financial advisor who always acts in your best interests by adhering to a fiduciary standard. You want someone by your side, someone who is committed to you and your success, someone capable and independent, with only one loyalty.


General Information

Firm Start Year:   2000
No.of Employees:   10-19
Gender:   Male
Insurance License#:   N/A
States Licensed in:   MN, TX, WI
Number of Years with Current Firm:   21
Work Experience:   CTB Financial Services currently employs 8 professional staff, which together offers clients nearly 100 years of financial services and advice experience. Click HERE to meet the CTB Financial Team.
I work with the following types of clients:   Individual Investors, Businesses
Foreign Languages Serviced:   English, German
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Wealth Management, Retirement Planning, Financial Advice & Consulting, Estate Planning & Trusts


Services

Investment Types:   Annuities, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Our Offices, Video Conference, Via Phone


Firm Information

Firm's Number of Clients:   250
Assets Managed by Firm:   -
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   250
Advisor's Number of Planning Clients:   250
Assets Managed by Advisor:   $210,000,000


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:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $500,000


Board Positions

Organization:  Anurag Society
Position :  Treasurer
Duration :  07/01/2007-Currently holding

Organization:  Life Center
Position :  Treasurer
Duration :  05/01/2015-06/01/2020


Education

Masters Degree - International Business  Indiana University - Bloomington, IN
09/05/1994-05/15/1996

Bachelors Degree - Philosophy and German Literature (double major)  Hope College - Holland, MI
09/05/1987-05/15/1991


CTB Financial Services

CTB Financial Services

There's a big difference between having someone just manage your money and having someone help you figure out the whole of your financial puzzle. What gets us out of bed in the morning is you and having a relationship with you. We are not interested in having a relationship with your brokerage account statement or your income tax return.

Everyone is different, and deserves individual attention. Helping you find your best solution to all of your financial challenges is a good way to sum up what we do for people & real people just like you.

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My Services

Financial Planning for Businesses

CTB Financials staff is fortunate to have spent more than 40 years working with small business owners just like you. Owning/a/small/business presents/many/challenges, as well as many opportunities./Since/we can do your personal and business tax returns, we/offer/sophisticated strategies for getting the most out of your business, your retirement plan, and your tax return.


Financial Planning for Individuals

Everyone is/different and/deserves individual attention. Helping you find your best solution to/all of/your financial challenges is a good way to sum up what we do for people. Real people just like you.


Financial Advice & Consulting

We will work together with you to draw out your personal definition of financial success and translate this into prioritized goals in/all/the most important areas of your life.


My Team

Jonathan Liang Jonathan Liang Certified Financial Planner®

Jonathan completed a Master's Degree in International Business in 1996 at Indiana University. He worked globally in corporate finance with UnitedHealthcare, AIG and Allianz, before converting his career from corporate to personal finance. He was awarded his Certified Financial Planner® designation in 2004. Jonathan is a member of the Financial Planning Association.
My father left China in the 1950's to attend college in Tennessee. He never talked about his experiences during ...more

O. Charles (Chuck) Brown O. Charles (Chuck) Brown Certified Financial Planner®, CPA

Having worked with a variety of CPA firms, primarily in the area of tax and management services, Chuck Brown, along with Ed Caldwell and Bob Taylor, founded Caldwell, Taylor & Brown, LTD., a CPA firm in 1979. He became the sole shareholder and President in 1992. Today, the CPA firm is owned by Chuck and two other CPAs inside the firm. Chuck graduated from the University of Minnesota Duluth with a double major in Economics and Accounting, as well as a minor in Business Administration in 1973. He ...more

Christina Strozyk Christina Strozyk

Christina is an Iowa State University graduate. She spent the past 9 years in the health and fitness industry. As a Sales Manager with Lifetime Athletic, she was instrumental in the grand opening of 6 new health club destinations around the country. Christina made the decision to join the financial services industry in the Summer of 2020. She has a real passion for helping people and is excited to further that passion with CTB Financial. She is currently a student at Northwestern University, ach ...more

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