Private Placement Insurance Products, LLC

Broker-DealerFINRA Member
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 owned by an individual. The firm's public profile classifies it as unclassified and notes several negative flags about service scope: it does not identify itself as a capital allocator, does not position as an active ESG investor, is not a multi-state adviser, is not described as a newly formed adviser, and does not appear to act as a pension consultant or a related adviser. The firm has not supplied public detail on its advisory activities, fee structure, client segments or specific investment strategies.

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
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • John Pfleger

    Registered RepresentativeCRD 1094488

  • Matthew Schoen

    Matthew Schoen

    OwnerCRD 1279191

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth