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ICON FINANCIAL
CK FINANCIAL LLC
CRD 287830
8400 NORMANDALE LAKE BLVD., #920, BLOOMINGTON, MN, 55437, United States
Phone
800-792-4809
Fax
877-236-4528
Registration
— (—)
Source
State registered
Total AUM
$38.2M
Discretionary AUM
$38.2M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-09-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $28.7M |
| High net worth individuals | 7 | $9.5M |
All web addresses on file
Official SEC filing: View on IAPD