Big Horn Financial Services

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  • Hybrid

Big Horn Financial Services

144 Paul Bunyan Dr NW
Bemidji, MN 56601
Phone: (218) 444-8894

Locations:
  • Bemidji, MN
  • Hawley, MN
Website(s):
Total Office Members: 3
Total Advisors: 2
Description:

Founded in 2016, Big Horn Financial Services provides access to a great team at LPL Financial, and as a hybrid we have the ability to work with almost any fund company. Additionally, as part of the GVA umbrella, we are supported by a team of industry veterans allowing us to develop long-term relationships with our clients. Big Horn Financial Services has two locations, Bemidji and Hawley, MN.

Open to expansion in the following regions: Northwestern MN, Eastern ND
Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • Health Insurance
  • 1099
  • In-House Portfolios
  • DIY Portfolios
  • TPMM Access
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: SalesForce & ClientWorks
  • Financial Planning: eMoney & RetireUp Elite
  • Trading Platform: LPL & GVA
  • Performance Reporting: LPL & GVA
  • 401(k) Software: Offered Through Vendors
  • Advisor Compensation: AdvisorBOB & LPL 1099
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial
  • SEI Investments
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630