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About CTB Financial Services, Ltd. |
Vice President and Partner, CTB Financial Services, LTD., Registered Investment Advisor
Jonathan began his financial services career in 1996, working around the globe at UnitedHealthcare, American International Group and Allianz Life. Although he enjoyed his broad and international experience with these companies, he decided to redirect his focus toward an area that would have an immediate and more meaningful impact in people?s lives by starting Rock Creek Financial Strategies in 2000, a comprehensive financial planning firm. |
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General Information |
| Years of Experience in Financial Services: |
12
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| States Licensed in: |
76812, MN
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| Number of Years with Current Firm: |
12
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Services |
| Investment Types: |
Mutual Funds, Insurance
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| Can meet clients in the following ways: |
Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER" Certificant
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| Insurance and Annuity Licenses: |
Life, Health
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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