CRD: 328341
Retirement Resource Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2023
- Office Locations
- 1
Office Locations
About Retirement Resource Wealth Management, LLC
Retirement Resource Wealth Management (The Retirement Resource) serves families and business owners in West Fargo, ND and nearby communities with financial planning and asset management, including retirement planning, Social Security maximization, tax and legacy planning. The practice focuses on asset allocation and risk management using public funds/mutual funds, with Schwab custody and client portals via eMoney and Generational Vault.
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Owner & Executives
VERONICA LYNN REDFIELD
Chief Compliance Officer, Investment Advisor
- CRD
- #6142071
- Ownership
- Less than 5%
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Grant Hartmann
--
- CRD
- #8079041
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,531,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,531,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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