linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ivan Salazar

True North Advisors, LLC

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

About Ivan Salazar

Ivan Salazar is a financial advisor with True North Advisors, LLC in Dallas, TX. Ivan is a Certified Financial Planner® professional. Ivan has been in the financial services industry for over 7 years. Prior to joining True North Advisors, LLC, Ivan was a financial advisor with Ameriprise Financial Services, Inc.. Ivan has a Series 7, Series 66 and SIE license.

Firm Information

Ivan Salazar is currently registered with True North Advisors, LLC. True North Advisors, LLC is an investment advisor based in Dallas, Texas. The firm manages over $3 billion in assets for individuals, families, charitable organizations, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management. The firm also has a podcast, "Decision Points," where they discuss a variety of investment and financial planning topics.
True North Advisors, LLC

3131 TURTLE CREEK

DALLAS, TX 75219

$3.34B

Assets Under Management

Not reported

Total Clients

18

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

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.

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.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Ivan Salazar’s Registration & Firm History

TX

04/14/2022 - Present

True North Advisors, LLC (DALLAS TX)

TX

04/13/2017 - 06/07/2018

AMERIPRISE FINANCIAL SERVICES, INC. (STEPHENVILLE TX)

Not sure if Ivan Salazar is right for you?

Licenses & Designations

BOTH

Issued 06/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivan Salazar.
Not sure if Ivan Salazar is right for you?