Brian
Skolte

All Terrain Financial Advisors

CRD#4570823
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brian Skolte is a certified financial planner working out of Minneapolis, Minnesota who has 6 years of relevant experience. Skolte works at All Terrain Financial Advisors. The advisor has gained experience at Sns Financial Group, LLC, Sns Advisory Group, LLC, Sns Financial Group, LLC (Dba Vector Wealth Management) and All Terrain Financial Advisors. Skolte holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota and Texas. All Terrain Financial Advisors is a business based in Minneapolis, MN. It administers $235 million in assets among its 564 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 564 client accounts, 49% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. All Terrain Financial Advisors performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on the financial services. However, fee types charged by All Terrain Financial Advisors may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Coon Rapids Boulevard
Minneapolis, MN 55433

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All Terrain Financial Advisors Brokerage Details

Total Assets Under Management

$234,708,841

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

564

MN Average: 8,262
Average Account Size

$416,150

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Skolte Work History

Brian has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

All Terrain Financial Advisors

2017 - 2017 (< 1 year)

Sns Financial Group, LLC (Dba Vector Wealth Management)

2015 - 2016 (1 year)

Sns Advisory Group, LLC

2014 - 2016 (2 years)

Sns Financial Group, LLC

2009 - 2013 (4 years)

Sns Financial Group, 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 Brian Skolte 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 All Terrain Financial Advisors

William Fondell
Minneapolis, MN
Joseph Van Dam
Minneapolis, MN
Brian Skolte
Minneapolis, MN
Jacob Silverstein
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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