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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus
- Established Date
- 04-06-2001
- Office Locations
- 1
Office Locations
About Lottsa Financial Services, Inc.
Lottsa Financial Services, Inc. is a Minneapolis-based advisory firm serving retail clients with managed portfolio and planning services, including financial and tax planning, retirement planning, and business succession support. Investment implementation appears centered on public funds with some ETF use, and accounts are custodyed at Charles Schwab. Their affiliated Lottsa Tax & Accounting practice is currently waitlisting new clients, while the advisory business invites new managed-services relationships.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT DAVID BEERS
President
- CRD
- #4499344
- Ownership
- 75% or more
Sarah Lauber
Financial Planner, VICE PRESIDENT
- CRD
- #7507811
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Andrew Gray
--
- CRD
- #7566804
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,691,471 | -- |
| Non-Discretionary | $12,494,271 | -- |
| Total | $95,185,742 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,185,742
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $116,835,921 | 14.7% |
| Equity - Exchange | $185,188,908 | 23.3% |
| Cash | $235,261,446 | 29.6% |
| Other | $257,515,906 | 32.4% |
| Total | $794,802,181 | 100.0% |