Portfolio Design Services, LLC

Portfolio Design Services, LLC (CRD# 131506) is a financial advisory firm headquartered in River Falls, WI. They manage $122,066,350 in 439 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
122 N. 2nd Street, River Falls, WI 54022
http://www.pdsadvisers.com
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $278,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, VA, VI, WI

Financial Advisors at Portfolio Design Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John Cummins, financial advisor Orlando FL
John M. Cummins
CRD#: 58659
Orlando, FL

John Cummins (CRD# 58659) is an Investment Advisor Representative working at Portfolio Design Services, LLC in Orlando, FL and has over 26 years of experience in the finance industry.

2
Bradley Olson, financial advisor River Falls WI
Bradley C. Olson
CRD#: 5342550
River Falls, WI

Bradley Olson (CRD# 5342550) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 16 years of experience in the finance industry.

3
Bruce Swanson, financial advisor River Falls WI
Bruce D. Swanson
CRD#: 1113446
122 N. 2nd Street, River Falls, WI 54022

Bruce Swanson (CRD# 1113446) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 37 years of experience in the finance industry.

4
Tonya Swinnea, financial advisor River Falls WI
Tonya A. Swinnea
CRD#: 1137573
122 N. 2nd Street, River Falls, WI 54022

Tonya Swinnea (CRD# 1137573) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 33 years of experience in the finance industry.

5
Angela Tille, financial advisor River Falls WI
Angela K. Tille
CRD#: 7293007
122 N. 2nd Street, River Falls, WI 54022

Angela Tille (CRD# 7293007) is an Investment Advisor Representative working at Portfolio Design Services, LLC in River Falls, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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