Trott Brook was founded in 2002. The firm manages over $150 million in brokerage and advisory assets for over 150 families.
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designations.
We are fiduciary advisors which means we put our clients' interests first. We seek to provide the same advice we'd hope to get were our roles reversed.
Trott Brook is a Registered Investment Advisory (RIA) firm with no affiliations with banks, insurance companies or mutual fund firms.
Trott Brook Financial is a fee based financial planning firm in Anoka, Minnesota. We focus on retirement planning and investment management for individuals. The firm was founded in 2002. We currently work with approximately 150 families and manage over $150 million.
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