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M.N. BARTAKKE & ASSOCIATES: Your Trusted Financial Advisor
M.N. BARTAKKE & ASSOCIATES is a reputable financial advisory firm established in 1998. With over 20 years of experience in the industry, M.N. BARTAKKE & ASSOCIATES has built a strong reputation as a trusted and reliable financial expert.
At M.N. BARTAKKE & ASSOCIATES, clients can expect to receive expert financial guidance and personalized solutions. The firm believes in building long-term relationships with its clients, providing them with the support and resources they need to achieve their financial goals.
Let’s take a closer look at how M.N. BARTAKKE & ASSOCIATES helps its clients and the key takeaways from their services.
How does the advisor help clients – Key Takeaways:
M.N. BARTAKKE & ASSOCIATES offers a wide range of financial services and works closely with clients to develop customized solutions that fit their unique needs. Some of their key takeaways include:
- Expert financial guidance and advice
- Personalized solutions tailored to clients’ needs
- Long-term relationship building
- Support and resources to achieve financial goals
Facts and Insights:
To give you a better understanding of M.N. BARTAKKE & ASSOCIATES, here are some key facts and insights about their services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
These numbers demonstrate the firm’s solid experience and success in helping clients manage their assets and achieve financial stability.
Financial Services Offered:
M.N. BARTAKKE & ASSOCIATES offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Insurance planning
Client Types:
M.N. BARTAKKE & ASSOCIATES serves a diverse client base, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Families
The firm has the expertise and resources to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation:
M.N. BARTAKKE & ASSOCIATES follows a fee-based model, where clients pay a percentage of their assets under management as a fee. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background:
M.N. BARTAKKE & ASSOCIATES was founded by Mr. M.N. Bartakke, a seasoned financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds various other prestigious certifications, making him a credible and knowledgeable financial expert.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it is essential to understand their background, qualifications, and any potential conflicts of interest. Here are some disclosures about M.N. BARTAKKE & ASSOCIATES:
- Certified Financial Planner Board of Standards, Inc. (CFP Board) – Disciplinary Actions: None
- Securities and Exchange Commission (SEC) – Disciplinary Actions: None
You can also visit the firm’s website for more information on their disclosures and policies.
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