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 a limited liability company that registered with the SEC in 2006. FINTRX classifies the firm as unclassified and records its ownership as individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide descriptive business or advisory activity fields for the firm, so there is no published detail on client types, target markets, fee schedules, or service lines in the available data.

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

    PresidentCRD 4496384

  • John Pfleger

    Registered RepresentativeCRD 1094488

  • Matthew Schoen

    Matthew Schoen

    OwnerCRD 1279191

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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