Trusted Financial Advisor

Mr Thaddeus Ekstrand CFP

Mr Thaddeus Ekstrand CFP

Invictus Asset Management LLC

30200 Agoura Rd Ste 230, Agoura Hills, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Small Business Planning, Wealth Management, Young Professionals

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor