RIA Intelligence

TRUSTED FINANCIAL PARTNERS, LLC

CRD #115095 SEC #801-64055 PLYMOUTH, MN 763.550.1100
SEC Registered
Total AUM
$60M
Discretionary
$60M
Employees
5
Clients
10
Accounts
166

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 15, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BORTNEM, JANE, MARIEITREASURER, SECRETARY & CHIEF COMPLIANCE OFFICERNA
BORTNEM, JANE, MARIEITREASURER, SECRETARY & CHIEF COMPLIANCE OFFICERNA
CHRISTIANSON, ANTON, JOSEPHICHAIRMANNA Control
CHRISTIANSON, ANTON, JOSEPHICHAIRMANNA Control
GEARTY, THOMAS, MICHAELIMEMBERNA
GEARTY, THOMAS, MICHAELINON-MANAGING MEMBERNA
O'CONNOR, KEVIN, JAMESIPRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERE Control
O'CONNOR, KEVIN, JAMESIPRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERE Control
O'CONNOR, KEVIN, JAMESIPRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICERE Control
ADAM SMITH ADVISORS, LLCDEMEMBERD Control
ADAM SMITH ADVISORS, LLCDEMANAGING MEMBERD Control
O'CONNOR, KEVIN, JAMESIPRESIDENT, CEO & MEMBERC Control
O'CONNOR, KEVIN, JAMESIPRESIDENT, CEO & MANAGING MEMBERC Control
GEARTY, THOMAS, MICHAELITREASURERB Control
GEARTY, THOMAS, MICHAELITREASURERB Control
GEARTY, THOMAS, MICHAELITREASURERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
STOFER, GORDON, FAIRCHILDIADAM SMITH FAMILY ADVISORS, LLCF
STOFER, GORDON, FAIRCHILDIADAM SMITH ADVISORS, LLCF
ADAM SMITH COMPANIES, LLCDEADAM SMITH FAMILY ADVISORS, LLCE Control
ADAM SMITH COMPANIES, LLCDEADAM SMITH ADVISORS, LLCE Control
CHRISTIANSON, ANTON, JOSEPHIADAM SMITH COMPANIES, LLCE Control
CHRISTIANSON, ANTON, JOSEPHIADAM SMITH COMPANIES, LLCE Control

Registrations

Federal

IA
Feb 15, 2007 REGISTERED

Notice Filings (2)

MN TX

Address

3140 HARBOR LANE, SUITE 100
PLYMOUTH, MN 55447
USA
Phone: 763.550.1100