LFA
Firm details
- Headquarters
- Saint Cloud, Minnesota
- CRD number
- 114674
- Registered since
- May 14, 2004
- Website
- www.lfapartnership.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.23%
- Individuals23.44%
- Charitable Organizations9.81%
- Pension & Profit Sharing Plans5.88%
- Corporations / Businesses5.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
LFA is an independent registered investment adviser founded in 2004 and owned by an individual. The firm serves both individual and family clients and institutional relationships, offering financial planning and portfolio management across individuals, small businesses, and institutional clients, along with pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed fees. LFA does not position itself as a separate capital allocator and is not identified as an active ESG investor. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds47%
- Cash & Cash Equivalents27%
- Exchange Traded Equities26%
Owners & executives
3 of 3
Kimberly Foster
Chief Compliance Officer & Financial AdvisorCRD 3134613
James Schmitz
Vice President, COOCRD 5543666
Christopher Wayne
President and CEOCRD 4534014
Contacts
3 of 4Patrick Solyntjes
Financial ConsultantCRD 2712992
Steven Laraway
FounderCRD 2250246
Jennifer Lesmeister
Financial AdvisorCRD 6921475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$127M in ETFs
92%
$116M
7%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $7.6M | 34,678 | 5.94% |
Location
Saint Cloud, MN
Stearns
Location
Saint Cloud, MN
Headquartered in Saint Cloud, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Stearns
- Address
- 1219 33rd St S
- Time zone
- CT (UTC-6)
- Office locations
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