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Morgan Ranstrom, CFA, CFP®, RLP®


Co-Founder & Lead Financial Planner
Trailhead Planners
5151 Edina Industrial Blvd
Suite 200
Edina , MN 55439
United States
Phone: (503) 773-9682
Email: morgan@trailheadplanners.com
Website: http://trailheadplanners.com
Training: Registered Life Planner® more info

Specialties
Wealth planning for business owners, sudden wealth, retirement.

Ideal Clients
I work with business owners and wealthy families to help them navigate money, wealth, legacy, and purpose.

Compensation
We are fee-only advisors, and we charge via a complexity-based flat fee or assets under management percentage-based pricing depending on the client's situation.

Industry Start Date
2008