Portfolio Design Services LLC
Legal Name: PORTFOLIO DESIGN SERVICES, LLC
122 N. 2ND STREET, RIVER FALLS, WI
715-629-9095
http://www.pdsadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
Portfolio Design Services LLC
122 N. 2ND STREET, RIVER FALLS, WI
715-629-9095
715-629-9087
Other Info
Portfolio Design Services LLC is a limited liability company based in Wyoming with five employees, all serving in advisory roles. Though the number of clients they serve is unknown, the firm's registration with the U.S. Securities and Exchange Commission was approved on November 13th, 2014.
Portfolio Design Services, LLC · Investment Adviser Representatives
Portfolio Design Services, LLC is a wealth management firm of independent investment adviser representatives. We design investment portfolios for households, businesses, foundations, and non-profits.
Direct Owners
-
BRADLEY COLE OLSON
RESEARCH MANAGER owns more than 5% but less than 10%
-
BRUCE DAVID SWANSON
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
- Winch Advisory Services LLC
- THUN Financial Advisors LLC
- Pegasus Partners Ltd
- Kerntke OTTO Mcglone Wealth Management Group
- Access Investment Advisors Inc
- National Investment Services Inc
- Baird Principal Group Management Company II LLC
- Voyager Capital Management LLC
- Baird Venture Partners Management Company III LLC
- Richardson Capital Management LLC