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Managing Member · Trailhead Planners, LLC

Morgan K. Ranstrom

CRD 4674255 · Named on Form ADV at one SEC-registered adviser

At a glance

Trailhead Planners, LLC, an SEC-registered wealth manager based in Edina, MN with $188 million in regulatory assets, lists Morgan K. Ranstrom on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Morgan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Morgan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.