CCS Transactions, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
40
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
149901
Registered since
December 9, 2010

Firm profile

FINTRX

Overview

CCS Transactions, LLC is a limited liability company that registers with the SEC (initial registration recorded in 2010) and is classified in the dataset as an investment bank. Ownership is indicated as a mix of domestic entities and individuals. The firm is not identified as a capital allocator and is not listed as an active ESG investor, pension consultant, related adviser, or a multi-state adviser in the available records. The submitted profile contains minimal detail about CCS Transactions’ business lines, advisory activities, fee model, or client segments. The combination of an investment-bank classification and the absence of disclosed asset-management activity suggests the firm’s primary role is transactional or advisory rather than operating as a discretionary wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Wilfred Becker

    Wilfred Becker

    CEOCRD 5656978

Contacts

3 of 39
  • Daniel Kaczmarek

    Daniel Kaczmarek

    Registered RepresentativeCRD 4808903

  • Riley Gill

    Riley Gill

    Investment Banking AnalystCRD 7480703

  • Christopher Staloch

    Christopher Staloch

    Managing DirectorCRD 2496041

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
150 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth