Brent
Putz
Northrock Partners, LLC
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About this Advisor
Brent Putz is a financial advisor operating in Minneapolis, Minnesota with a total of 6 years of relevant experience. Putz works at Northrock Partners, LLC. Throughout their career, Putz has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Condo Rental, Northwestern Mutual Wealth Management Company and Northrock Partners, LLC. Putz has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Minnesota, Texas and Wisconsin. Northrock Partners, LLC is a company based out of Minneapolis, MN. The firm has offices in four locations and a total of 131 financial advisors. It handles $4 billion in assets between its 9,273 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 9,273 accounts, 56% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Northrock Partners, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northrock Partners, LLC Brokerage Details
$4,191,905,300
131
9,273
$452,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Brent Putz Work History
Brent has been registered as a financial advisor for 6 years.*
Northwestern Mutual Wealth Management Company
Northrock Partners, LLC
Condo Rental
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Putz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northrock Partners, LLC
Appleton, WI
Appleton, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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