CONNECTED WEALTH SOLUTIONS, LLC
Tel: (541) 963-7800 1121 Adams Avenue La Grande, Oregon 97850
About CONNECTED WEALTH SOLUTIONS, LLC
CONNECTED WEALTH SOLUTIONS, LLC is a La Grande, Oregon based financial advisory firm with nearly $145,513,805 in assets under management and provides investment advisory services for 582 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
277111
Firm SEC#:
801-128240
Assets Under Management:
$145,513,805
No. of Clients:
582
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM
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