PORTFOLIO DESIGN SERVICES, LLC
CRD #131506 SEC #801-80561 RIVER FALLS, WI 715-629-9095
SEC Registered
Total AUM
$138.2M
Discretionary
$138.2M
Employees
5
Clients
51
Accounts
508
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Tille, Angela, Kay | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tille, Angela, Kay | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Tille, Angela, Kay | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| OLSON, BRADLEY, COLE | I | MANAGING MEMBER & RESEARCH MANAGER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| SWANSON, BRUCE, DAVID | I | MEMBER | B | Control |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| Swanson, Julie, Ellen | I | MEMBER | B | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A | |
| OLSON, BRADLEY, COLE | I | RESEARCH MANAGER | A |
Registrations
Federal
IA
Feb 17, 2025 REGISTERED
Notice Filings (9)
CA CO FL IL MN TX VA VI WI
Address
122 N. 2ND STREETRIVER FALLS, WI 54022
United States
Phone: 715-629-9095