WEALTH MANAGEMENT SERVICES, LLC
CRD #141031 SEC #801-67036 BLOOMINGTON, MN 952-841-6556
SEC Registered
Total AUM
$48.2M
Discretionary
$44.7M
Employees
1
Clients
26
Accounts
329
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| FORSBERG, DOUGLAS, LEE | I | MEMBER | NA | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| POLLISH, JANET, GAIL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 13, 2012 REGISTERED
Notice Filings (4)
CA CO MN NC
Address
8400 NORMANDALE LAKE BLVD.SUITE 920
BLOOMINGTON, MN 55437
United States
Phone: 952-841-6556