TALLGRASS WEALTH MANAGEMENT, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SIOUX FALLS, South Dakota
CRD number
305396
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Tallgrass Wealth Management, Inc. is structured as a corporation owned by an individual and operates primarily as an insurance broker that also provides financial planning and pension consulting services. The firm bills clients using hourly charges and fixed fees rather than an asset-based fee model. It is not identified as a capital allocator and is not listed as an active ESG investor. The adviser is not described as multi-state or newly formed; registration details such as SEC registration year were not provided in the source material. An accounting affiliation is noted among the firm’s industry relationships.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • JEREMY TIMS

    PresidentCRD 4259325

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SIOUX FALLS, SD

MINNEHAHA

Location

SIOUX FALLS, SD

Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.

Region
Midwest
County
MINNEHAHA
Address
6201 E Silver Maple Cir
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth