Brent Troy Field
Direttore operativo presso NorthRock Partners LLC
Provenienza dei contatti di primo grado di Brent Troy Field
Entità | Tipo di entità | Settore Industriale | |
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Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.
29
| Subsidiary | Investment Banks/Brokers | 29 |
NorthRock Partners LLC
NorthRock Partners LLC Investment ManagersFinance NorthRock Partners LLC (NorthRock) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2013 by Robert Nelson, James Lund and Ward Armstrong. NorthRock offers investment portfolio management services to individuals, trusts, estates, charitable organizations, corporations and business entities. They also sponsor the NorthRock Partners Advisory Services Program, a wrap fee advisory program.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brent Troy Field tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Parsons Capital Management, Inc.
Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
UnitedGlobalCom LLC
UnitedGlobalCom LLC Cable/Satellite TVConsumer Services Part of Liberty Global Plc, UnitedGlobalCom LLC is a private company that provides broadband communications services. The company is based in Denver, CO. | Cable/Satellite TV | Corporate Officer/Principal | |
Western International Securities, Inc.
Western International Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Western International Securities, Inc. is a broker/dealer located in Pasadena, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. They clear through JP Morgan Clearing Corp | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
ALTOS HORNOS DE MEXICO SAB DE CV | Steel | Corporate Officer/Principal | |
George Mason University | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
Knox College | College/University | Undergraduate Degree | |
Minnesota State University-Mankato | College/University | Masters Business Admin | |
New York University | College/University | Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree | |
Seattle University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
University of Kentucky | College/University | Graduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Western Michigan University | College/University | Undergraduate Degree | |
University of North Dakota | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Englewood Hospital & Medical Center, Inc.
Englewood Hospital & Medical Center, Inc. Hospital/Nursing ManagementHealth Services Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ. | Hospital/Nursing Management | Director/Board Member | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Conseco Insurance Co.
Conseco Insurance Co. Life/Health InsuranceFinance Part of CNO Financial Group, Inc., Conseco Insurance Co. is a life insurance company. The company is based in Carmel, IN. | Life/Health Insurance | Corporate Officer/Principal | |
Bemidji State University | College/University | Undergraduate Degree | |
Sail Energy LLC
Sail Energy LLC Electric UtilitiesUtilities Sail Energy LLC engages in roll up of heating oil and propane distribution. The company was founded in 2014 and is headquartered in Portsmouth, NH. | Electric Utilities | Director/Board Member | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | President Portfolio Manager-Fixed Income | |
Verde Capital Management, Inc.
Verde Capital Management, Inc. Investment ManagersFinance Verde Capital Management, Inc. (VCM) is an independent, SEC-registered investment advisor headquartered in Clarkston, Michigan. Founded in 2008, VCM offers financial planning and investment management services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, charitable institutions, and corporations and other business entities. | Investment Managers | Chief Executive Officer | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Perigon Partners LLC
Perigon Partners LLC Investment ManagersFinance Perigon Partners LLC provides investment holding services. The company is headquartered in San Francisco, CA. | Investment Managers | Chief Executive Officer | |
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Investment Managers | Chief Executive Officer | |
Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance Schwarz Dygos Wheeler Investment Advisors LLC (SDW) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded in 2008 by Joseph Schwarz, Stephen Dygos and Benjamin Wheeler. SDW offers investment advisory services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder | |
Arete Wealth Advisors LLC
Arete Wealth Advisors LLC Investment ManagersFinance Arete Wealth Advisors LLC (Arete) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Josh Rogers in 2007 and is wholly-owned by Arete Wealth, Inc. (formerly Old Growth Capital LLC). Arete provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations and other corporate and business organizations. | Investment Managers | Chief Investment Officer | |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Investment Managers | Analyst-Equity | |
University of California | College/University | Undergraduate Degree | |
YellowBrickRoad Financial Advisors LLC
YellowBrickRoad Financial Advisors LLC Investment ManagersFinance YellowBrickRoad Financial Advisors LLC provides investment advice. The private company is based in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Alticor Investments, Inc. | Corporate Officer/Principal | ||
Refined Wealth Management LLC
Refined Wealth Management LLC Investment ManagersFinance Refined Wealth Management LLC (RWM) is an independent registered investment adviser headquartered in Salt Lake City, Utah. The firm was founded by Ryan Larsen in 2013. RWM offers investment advice, financial planning, insurance, and other financial services to individuals, high net worth individuals, trusts, estates, corporations, and small business owners. | Investment Managers | Chief Executive Officer | |
Vieste Biogas Holdings LLC
Vieste Biogas Holdings LLC Electric UtilitiesUtilities Vieste Biogas Holdings LLC provides energy services. The company was founded in 2016 and is headquartered in Chicago, IL. | Electric Utilities | Director/Board Member | |
Divergent Planning LLC
Divergent Planning LLC Investment ManagersFinance Divergent Planning LLC is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Matt Brock in 2017. They provide asset management and investment consulting services to individuals, high net-worth individuals, trusts, estates, and/or charitable organizations. | Investment Managers | Founder | |
Brio Consultants LLC
Brio Consultants LLC Investment ManagersFinance Brio Consultants LLC, dba Brio Financial Group (Brio), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Brandon Miller in 2009. Brio provides asset management and investment consulting services for many different types of clients. | Investment Managers | Founder | |
MA Private Wealth LLC
MA Private Wealth LLC Investment ManagersFinance MA Private Wealth LLC (MAPW) is an independent, SEC-registered investment adviser headquartered in San Carlos, California. The firm was founded by Marty Miller in 2018. MAPW provides discretionary and non-discretionary investment advisory services to individuals, including high-net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, and private foundations. | Investment Managers | Chief Executive Officer | |
LPWM LLC
LPWM LLC Investment ManagersFinance LPWM LLC, dba Logan Park Wealth Management (Logan Park), is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. Founded in 2018, Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group LLC Investment ManagersFinance Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Regno Unito | 2 |
Messico | 2 |
Settori
Finance | 25 |
Consumer Services | 19 |
Utilities | 3 |
Communications | 2 |
Energy Minerals | 2 |
Posizioni
Corporate Officer/Principal | 57 |
Undergraduate Degree | 30 |
Analyst-Equity | 12 |
Chief Executive Officer | 11 |
Portfolio Manager-Equities | 11 |
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