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Angela Kay Tille

Portfolio Design Services, LLC

River Falls, WI

CRD 7293007

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Employer firm

Portfolio Design Services, LLC CRD 131506

$150M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Portfolio Design Services, Llc

122 N. 2Nd Street, River Falls, WI 54022 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-09-03
  • WI RA
    APPROVED
    Since 2020-09-03

Branch Locations

122 N. 2Nd Street, River Falls, WI 54022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Design Services, Llc River Falls WI 12/2019 09/2020
Portfolio Design Services, Llc River Falls WI 09/2020 01/2024
Tille Family River Falls WI 12/2006 12/2019
Portfolio Design Services, Llc River Falls WI 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-11
  • S65 Uniform Investment Adviser Law Examination
    2020-08-11
Other Names
  • Angela Kay Pansegrau

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
KESTRA ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER ALAN SWANSON
Nicole E Andrews
COURTNEY NICOLE DOERFLER

Nearby Offices

LPL FINANCIAL LLC · HUDSON, WI
GREAT VALLEY ADVISOR GROUP, LLC · Hudson, WI
LPL FINANCIAL LLC · HUDSON, WI

More in River Falls, WI

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