SEC CRD #801-135880
Retirement Planning and Investment Management for individuals over age 50. Create Sustainable Retirement Income | Optimize Investments | Minimize Taxes. Trott Brook Financial is a reputable financial advisory firm that has been in business since 2022. The firm's headquarters is located in Anoka, MN, where their ... TROTT BROOK FINANCIAL is a ANOKA, MN-based registered investment adviser managing $120M in assets with 3 employees (CRD #290962).
JAMES STEFFEN
CHIEF COMPLIANCE OFFICER
📞 (763) 213-1000
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AUM
$121M
Location
ANOKA, MN
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