CCS Transactions, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 149901
- Registered since
- December 9, 2010
- Website
- chartwellfa.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Wilfred Becker
CEOCRD 5656978
Contacts
3 of 41
Aaron Northway
AnalystCRD 7820722
Daniel Kaczmarek
Registered RepresentativeCRD 4808903
Riley Gill
Investment Banking AnalystCRD 7480703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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