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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2011
- Office Locations
- 1
Office Locations
About Solidity Financial LLC
Solidity Financial LLC is a Shoreview, MN fiduciary RIA providing financial planning and portfolio guidance for individuals and business owners, including retirement, estate, college, and insurance planning. The firm emphasizes boutique, high-touch advice while leveraging institutional bank and specialist resources, and typically custodians at Charles Schwab. Investment approach centers on asset allocation using public funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Platform
Services
Owner & Executives
BRANDON D WOOD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4671788
- Ownership
- 75% or more
WARREN ARMEN MESENBRING
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CHARLES COWARD SCOTT
--
- CRD
- #5541631
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,466,226 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,466,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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