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LOTTSA FINANCIAL SERVICES, INC.
CRD 118995
400 19TH AVE. SO., MINNEAPOLIS, MN, 55454, United States
Phone
612-338-7487
Fax
612-338-7460
Registration
— (—)
Source
State registered
Total AUM
$95.2M
Discretionary AUM
$82.7M
Team
4 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $32.0M |
| High net worth individuals | 31 | $63.2M |
All web addresses on file
Official SEC filing: View on IAPD