Trott Brook Financial is a small investment advisory firm based out of Anoka, MN. With a team of two dedicated professionals, they offer comprehensive financial services to individuals and businesses. One of their experienced advisors, James Steffen, has been with the firm since 2018, providing valuable insights and expertise.
Specializing in investment advisory services, Trott Brook Financial manages assets totaling approximately $97,393,000 for over 180 individual clients. Their strong track record in managing employer 401Ks and individual investments has positioned them as a trusted partner in the financial industry.
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Assets Under Mgmt
$97.39M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.