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CRD 324059
BLOOMINGTON, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CARL ROBERT LYMANGOOD | n/a | BLOOMINGTON, MN | 3 | 17 | 1 | no |
| BIXBY TYLER GILBERTSON | Certified Financial Planner | BLOOMINGTON, MN | 3 | 10 | 2 | no |
| CADE JOHNSON | n/a | BLOOMINGTON, MN | 3 | 10 | 1 | no |
| BREANNA RUTH JENSEN | Certified Financial Planner | BLOOMINGTON, MN | 3 | 10 | n/a | no |
| BRIDGET ELLEN WILTSE | n/a | BLOOMINGTON, MN | 0 | 42 | 1 | no |
| DEANNA KAY RENS | n/a | BLOOMINGTON, MN | 0 | 17 | 1 | no |
| THOMAS HARWELL JENKINS | n/a | BLOOMINGTON, MN | 0 | 15 | 1 | no |
| CAMIE MOEN QUIGLEY | n/a | BLOOMINGTON, MN | 0 | 35 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LYMANGOOD, CARL, ROBERT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | yes | 11/2022 | Nov 2, 2022 | Mar 6, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 27, 2026 | $342M | $306M | 9 | 8 | 1 | n/a | n/a |
| 2024 | Feb 24, 2025 | $274M | $261M | 6 | 6 | 0 | n/a | n/a |
| 2023 | Mar 6, 2024 | $231M | $170M | 6 | 6 | 0 | n/a | n/a |
| 2022 | Mar 7, 2023 | $151M | $142M | 6 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 1 | 3 | 12.5% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $342M | $274M | 24.5% | $151M | 31.4% | 9 | 6 | 1 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 3 | Nov 19, 2025 | Nov 20, 2025 | BLOOMINGTON, MN | Team lift out | Wirehouse to RIA | 0.0% |
| WELLS FARGO ADVISORS | 3 | Feb 23, 2023 | Jun 1, 2023 | BLOOMINGTON, MN | Team lift out | Wirehouse to new firm | 0.0% |