Tracy J. Torland

PSC FINANCIAL LLC

Bloomington, MN 55425

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CRD#: 4877954

Professional summary

Tracy Janice Torland, CFP®, who also goes by Tracy Janice Lanners, is a registered financial advisor currently at PSC FINANCIAL LLC located in Bloomington, Minnesota and LPL FINANCIAL LLC located in Bloomington, Minnesota.

Tracy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Tracy has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tracy Janice Lanners

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 12/24/2014: PSC FINANCIAL LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - IVN REL - 1550 AMERICAN BLVD. EAST, #640, BLOOMINGTON, MN 55425 - START 04/13/2014 - 160 HR/MO 130 DURING SECS TRDG HRS (2) 03/03/2015 - PSC FINANCIAL LLC - INV REL - 7900 INTERNATIONAL DRIVE, SUITE 1075 BLOOMINGTON, MN 55425 - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) PSC FINANCIAL LLC - START 04/13/2014 - 130 HRS/MO DURING SECS TRDG HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracy Janice Torland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 20, 2015 - Present

PSC FINANCIAL LLC

Office #1: 7900 International Drive Suite 1075, Bloomington, MN 55425

RIA

CRD#: 172054

Bloomington, MN

Current

December 12, 2005 - Present

LPL FINANCIAL LLC

Office #1: 7900 International Dr Ste 1075, Bloomington, MN 55425-2436

RIA

CRD#: 6413

Bloomington, MN

Past

April 28, 2005 - September 9, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PSC FINANCIAL LLC

CRD#: 172054 / SEC#: 801-120763

RIA

Registered Investment Advisory firm - (4/12/2021 Approved)

Minnesota

Registered Investment Advisory firm - (10/21/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(12/12/2005)

IAR

Minnesota
(2/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PSC FINANCIAL LLC

CRD#: 172054 / SEC#: 801-120763

RIA

Registered Investment Advisory firm - (4/12/2021 Approved)

Minnesota

Registered Investment Advisory firm - (10/21/2024 Terminated)

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Contact information

Main Address

7900 International Drive Suite 1075, Bloomington, MN 55425

Mailing Address

Phone number

(952) 777-3955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 129,103,050

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tracy J. Torland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracy Janice Torland's CRS (Customer Relationship Summary).

Certified licenses

Experience

PSC FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PSC FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2004

FINRA

Current Firm

PSC FINANCIAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PSC FINANCIAL LLC

TRUST BUT VERIFY

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