CCS Transactions, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
149901
Registered since
December 9, 2010

Firm profile

FINTRX

Overview

CCS Transactions, LLC is organized as a limited liability company that operates as an investment bank. The firm is SEC-registered (registration dating to 2010) and is owned by a combination of a domestic entity and an individual. It does not position itself as a capital allocator. Regulatory and activity flags on file indicate the firm is not an ESG-focused investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or as a related adviser to another registered entity. Specifics about its client base, fee structure, advisory services, or day-to-day business activities were not provided.

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

Owners & executives

1 of 1
  • Wilfred Becker

    Wilfred Becker

    CEOCRD 5656978

Contacts

3 of 41
  • Aaron Northway

    Aaron Northway

    AnalystCRD 7820722

  • Daniel Kaczmarek

    Daniel Kaczmarek

    Registered RepresentativeCRD 4808903

  • Riley Gill

    Riley Gill

    Investment Banking AnalystCRD 7480703

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
150 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth