Future Bright
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 177521
- Registered since
- July 9, 2026
- Website
- futurebright4u.com
- Custodians
- CHARLES SCHWAB & CO., INC., ADP RETIREMENT PLAN SERVICES, AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.82%
- Pension & Profit Sharing Plans39.3%
- HNWI13.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Future Bright is an independent RIA organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and charges clients on a percentage-of-AUM basis. Its client mix includes both individuals and families as well as institutional clients. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
- Private Funds2%
Contacts
3 of 6Ross Almlie
Owner, Financial AdvisorCRD 2639006
Shannon Burnell
OwnerCRD 6570668
Daunte Leiran
Financial AdvisorCRD 8150445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 11800 Arbor Lakes Pkwy N
- Time zone
- CT (UTC-6)
- Office locations
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