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 is recorded in FINTRX as having registered with the SEC in 2006. Ownership is listed as an individual rather than an institutional sponsor, and the firm is categorized as Unclassified in FINTRX’s taxonomy. Publicly available profile fields on business activities, advisory services, client types and fee arrangements are largely blank in the FINTRX entry. The record flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, newly formed adviser, or related adviser.

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

    Donald Petrie

    DirectorCRD 2466923

  • Tradyn Foley

    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