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Portfolio Design Services, LLC CRD 131506
$150M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
122 N. 2Nd Street, River Falls, WI 54022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-01 |
| VI | RA | APPROVED | 2025-07-01 |
| VA | RA | APPROVED | 2005-11-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Design Services, Llc | Denver | CO | 05/2004 | 07/2021 |
| Portfolio Design Services, Llc | River Falls | WI | 07/2021 | 01/2024 |
| Portfolio Design Services, Llc | River Falls | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-03 |
| S65 | Uniform Investment Adviser Law Examination | 1993-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
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