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Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
CTB Financial Services, Ltd.
5811 Cedar Lake Road South
Minneapolis, MN 55416
Advisor Profile
Name:  Jonathan Liang, MA, CFP

About CTB Financial Services, Ltd.

Vice President and Partner, CTB Financial Services, LTD., Registered Investment Advisor

Jonathan began his financial services career in 1996, working around the globe at UnitedHealthcare, American International Group and Allianz Life. Although he enjoyed his broad and international experience with these companies, he decided to redirect his focus toward an area that would have an immediate and more meaningful impact in people?s lives by starting Rock Creek Financial Strategies in 2000, a comprehensive financial planning firm.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Number of Years with Current Firm:    12
States Licensed in:    MN
Firm CRD#:    141278
CRD#:    4289198
Gender:    Male
Years of Experience in Financial Services:    12
 

Services

I can meet clients in the following ways:    Via phone, At my office
Investment Types:    Mutual Funds, Insurance
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Life, Health
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
 
 
 

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