Unclaimed
Nicholas Ryan Treat is a registered Investment Advisor Representative in Minnesota. Nicholas is an investment advisor representative of Tonka Capital Partners, LLC with an office in Minnetonka, MN. Nicholas has been in the industry since June 2009. Nicholas's firm, Tonka Capital Partners, LLC specializes in portfolio management for businesses and pooled investment vehicles. The firm's client types include charitable organizations, corporations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
09/21/2018 - Present
Tonka Capital Partners, LLC (MINNETONKA MN)
IA
Issued 08/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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