TWIN CITIES RETIREMENT GROUP
Firm details
- Headquarters
- PLYMOUTH, Minnesota
- CRD number
- 154974
- Registered since
- March 12, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI74.76%
- Individuals25.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Twin Cities Retirement Group is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers fee arrangements tied to a percentage of assets under management (plus other fee types). Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. SEC registration is noted for 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2Thomas Sjoberg
Investment Advisor RepresentativeCRD 7057989
PATRICK ILLIES
Managing MemberCRD 4781988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$109M in ETFs
66%
$71.5M
34%
$37.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $18.1M | 218,521 | 16.64% |
Location
PLYMOUTH, MN
HENNEPIN
Location
PLYMOUTH, MN
Headquartered in PLYMOUTH, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 15600 36th Ave N
- Time zone
- CT (UTC-6)
- Office locations
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