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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Harbor pioneer
- Established Date
- 09-25-2014
- Office Locations
- 1
Office Locations
About PSC Financial LLC
PSC Financial, LLC is a Bloomington, MN–based registered investment adviser providing wealth management and financial planning for individuals and business owners. The firm builds portfolios using mutual funds and ETFs with a focus on asset allocation, tax-efficient strategies, and risk management, and supports retirement, estate, and insurance planning. Securities are offered through LPL Financial (FINRA/SIPC), enabling brokerage services across multiple states.
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Owner & Executives
HOWARD EDWIN PAKOLA
Chief Compliance Officer, Managing Member
- CRD
- #1560983
- Ownership
- 75% or more
JOSEPH SCOTT MCRAE
Chief Compliance Officer, Managing Member
- CRD
- #2087535
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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TRACY JANICE TORLAND
--
- CRD
- #4877954
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,074,412 | $592,432 |
| Non-Discretionary | $0 | -- |
| Total | $135,074,412 | $592,432 |
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Separately Managed Accounts
Total SMA Asset: $135,074,412
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $831,272,156 | 22.7% |
| Equity - Exchange | $179,437,602 | 4.9% |
| Cash | $684,792,481 | 18.7% |
| Corporate - Investment Grade | $593,242,684 | 16.2% |
| Municipal Bonds | $856,906,099 | 23.4% |
| U.S. Government/Agency | $516,340,855 | 14.1% |
| Total | $3,661,991,877 | 100.0% |