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CRD 160108
MAITLAND, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TRAVIS MARK KRUEGER | n/a | MAITLAND, FL | Sioux Falls, SD | 12 | 18 | 4 | no |
| JEFFREY MICHAEL SKRABAN | n/a | MAITLAND, FL | 12 | 26 | 3 | yes |
| DWIGHT LEE DYKSTRA | Chartered Financial Consultant | MAITLAND, FL | 12 | 39 | 5 | no |
| MICHAEL GERALD TESLOW | n/a | MAITLAND, FL | SIOUX FALLS, SD | 8 | 29 | 4 | no |
| BRADEN LEE SMIDT | n/a | MAITLAND, FL | SIOUX FALLS, SD | 8 | 11 | 2 | no |
| MARK ALAN KONTZ | n/a | MAITLAND, FL | Sioux Falls, SD | 7 | 26 | 1 | no |
| THOMAS HOOD | n/a | MAITLAND, FL | 5 | 17 | 2 | yes |
| Lida Rose Phillips | n/a | MAITLAND, FL | 2 | 15 | n/a | no |
| Kathryn Grace Tietjen | n/a | Sioux Falls, SD | MAITLAND, FL | 1 | 12 | n/a | no |
| Ryan Christopher Wilhelm | n/a | Sioux Falls, SD | MAITLAND, FL | 1 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HOOD, THOMAS, WILLIAM | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | yes | 07/2017 | Jul 30, 2019 | Mar 29, 2024 |
| SKRABAN, JEFFREY, MICHAEL | MANAGING MEMBER | D | yes | 07/2017 | Jul 30, 2019 | Mar 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SIOUX FALLS | Sd | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $386M | $375M | 15 | 11 | 1 | n/a | n/a |
| 2024 | Mar 28, 2025 | $341M | $313M | 12 | 9 | 1 | n/a | n/a |
| 2023 | Mar 29, 2024 | $296M | $266M | 13 | 9 | 1 | n/a | n/a |
| 2022 | Feb 24, 2023 | $217M | $211M | 12 | 6 | 1 | n/a | n/a |
| 2021 | Mar 23, 2022 | $247M | $240M | 8 | 8 | 1 | n/a | n/a |
| 2020 | Mar 15, 2021 | $183M | $178M | 8 | 7 | 1 | n/a | n/a |
| 2019 | Mar 9, 2020 | $141M | $137M | 7 | 7 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 10.0% | 0 | 1 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $386M | $341M | 13.1% | $217M | 21.2% | 15 | 12 | 1 | 1 |