TRAILHEAD PLANNERS, LLC of EDINA, MN is an SEC-registered investment adviser (CRD 284610). Regulatory assets under management: $188.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Courtney Elizabeth Ranstrom | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Morgan Kent Ranstrom | MANAGING MEMBER | — |
| William Patrick Mulvahill | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| RANSTROM COURTNEY ELIZABETH | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| RANSTROM MORGAN KENT | MANAGING MEMBER | — |
| MULVAHILL WILLIAM PATRICK | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PORTLAND | OR | 1 | 503-773-9682 |