LOTTSA FINANCIAL SERVICES, INC.

LOTTSA FINANCIAL SERVICES, INC. of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 118995). Regulatory assets under management: $95.2M.

Registration

• CRD: 118995
• Type: Registered investment adviser
• Location: 400 19TH AVE. SO., MINNEAPOLIS, MN, 55454
• Phone: 612-338-7487
• Latest filing: 2026-02-20
• Regulatory AUM: $95.2M
• Discretionary AUM: $82.7M
• Non-discretionary AUM: $12.5M
• Clients: 4
• Accounts: 519

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search