SEC CRD #801-80561
Contact ; Brad Olson, President 122 N. 2nd Street River Falls, WI 54022. Phone 715-629-9095 ; Tonya Swinnea, Investment Adviser Representative PORTFOLIO DESIGN SERVICES, LLC is a RIVER FALLS, WI-based registered investment adviser managing $150M in assets with 4 employees (CRD #131506). We design investment portfolios for households, endowments and institutional retirement plans. We are committed to understanding our client's goals and creating ...
ANGELA TILLE
CCO
📞 (715) 629-9095
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AUM
$150M
Location
RIVER FALLS, WI
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