Theodore
Ecker

Quantitative Advantage, LLC

CRD#2808393
Investment Advisor
in Hopkins, MN

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About this Advisor

Theodore Ecker is a financial advisor operating out of Hopkins, Minnesota with a total of 8 years of relevant experience. Ecker is an employee of Quantitative Advantage, LLC. Their career trajectory has included roles at Quantitative Advantage, LLC and Qa Investment Services, LLC. Ecker has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Minnesota and Texas. Quantitative Advantage, LLC is a registered investment company operating out of Hopkins, MN. It controls $758 million in total assets between its 2,143 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 2,143 customer accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. Quantitative Advantage, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Quantitative Advantage, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10650 Red Circle Drive Suite 303
Hopkins, MN 55343

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Quantitative Advantage, LLC Brokerage Details

Total Assets Under Management

$757,561,592

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

22

MN Average: 157
Total Number of Accounts

2,143

MN Average: 8,262
Average Account Size

$353,505

MN Average: $640,173

Investment Advisory Services

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

Theodore Ecker Work History

Theodore has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Quantitative Advantage, LLC

2012 - 2018 (6 years)

Qa 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 Theodore Ecker 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 Quantitative Advantage, LLC

Michael Wulff
Hopkins, MN
Patrick Rosvold
Hopkins, MN
Theodore Ecker
Hopkins, MN
Tyler Bernard
Hopkins, MN
Jacob Herd
Hopkins, MN
Christian Ray
Hopkins, MN
Kyle Olson
Hopkins, MN
Tad Kastman
Hopkins, 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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