This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2018
- Office Locations
- 1
Office Locations
About MSM Financial, LLC
MSM Financial is a Minneapolis-based, fee-only fiduciary providing comprehensive “personal CFO” style financial management for individuals and families. The firm integrates financial planning, tax planning and preparation, and customized investment management, plus retirement, education/529, student loan, insurance/risk, and employee benefits guidance. Portfolios emphasize asset allocation using mutual funds and ETFs and can incorporate socially responsible investing; custody via Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW SCOTT MOHNING
Chief Compliance Officer, Principal
- CRD
- #6491921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,430,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,430,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing