PRIVATE PLACEMENT INSURANCE PRODUCTS, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
FARGO, North Dakota
CRD number
140139
Registered since
August 16, 2006

Firm profile

FINTRX

Overview

Private Placement Insurance Products, LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is privately owned by an individual and is classified in FINTRX’s data as "unclassified," which typically indicates it does not fit neatly into standard RIA categories or that detailed business-model tagging is limited. The snapshot flags several operational attributes: the firm is not identified as a capital allocator, does not report being an active ESG investor, is not registered as a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. The available information does not include descriptions of advisory programs, fee schedules, or a client roster, so the public profile is limited to registration and structural details rather than an investment philosophy or service menu.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • TURNER FIXEN

    Registered PrincipalCRD 5431143

  • DONALD PETRIE

    DirectorCRD 2466923

  • TRADYN FOLEY

    CCOCRD 5141326

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FARGO, ND

CASS

Location

FARGO, ND

Headquartered in FARGO, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.

Metro area
Fargo-Wahpeton, ND-MN
Region
Midwest
County
CASS
Address
2754 Brandt Dr S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth