linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brent T Putz

Northrock Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brent? Claim Your Profile

About Brent T Putz

Brent Putz is a financial advisor at Northrock Partners, LLC with over 15 years of experience in the industry. Brent is registered with the state of Minnesota and holds Series 6 and 63 securities licenses. Brent is a member of the firm's wealth management team and specializes in financial planning, investment management, and retirement planning. Brent is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Brent Putz is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brent Putz’s Registration & Firm History

MN

01/09/2023 - Present

Northrock Partners, LLC (MINNEAPOLIS MN)

MN

10/23/2007 - 01/11/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)

Not sure if Brent T Putz is right for you?

Licenses & Designations

BC

Issued 11/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent T Putz.
Not sure if Brent T Putz is right for you?