CRD: 307987
Five Talents Financial Management Group LLC
$256.0M Total AUM
$256.0M Disc. AUM
12.0% 3Y CAGR
5 Employees
1,039 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2020
- Office Locations
- 2
Office Locations
1441 29th Street STE 310 West DES Moines IA
-- Medford OR
About Five Talents Financial Management Group LLC
Five Talents Financial Management Group is an LPL Financial–affiliated advisory firm serving families with goal-based financial planning, portfolio construction, and wealth management focused on retirement and estate planning. Portfolios commonly use ETFs and mutual funds. The firm is listed as a Dave Ramsey SmartVestor Pro and shares LPL Research market and economic commentary with clients.
Team overview
52 AVG AGE
$51.2M AVG AUM / ADVISOR
$246.4K AVG AUM / CLIENT
5.9 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Scott Norman Barsness
--
- CRD
- #7085590
- Ownership
- 10% but less than 25%
Available
Available
Available
G
GREGORY STONE BENDINGER
Chief Compliance Officer
- CRD
- #5640177
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,983,350 | $245,665 |
| Non-Discretionary | $0 | -- |
| Total | $255,983,350 | $245,665 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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