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 has been SEC-registered since 2006. Public filings identify the owner type as an individual and classify the adviser as "unclassified." The firm does not present itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptions of its business activities, advisory services, or affiliations in the available data. Its corporate name implies a focus on private placement insurance structures, but the firm supplied no supporting detail about product lines, client segments, or distribution channels. Filings indicate the entity maintains two office locations, though no addresses or regional footprint were disclosed.

Assets & Accounts

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