LR
Lee A. Redman
CUSTOM FUNDS MANAGEMENT LLC
PRIOR LAKE, MN
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CRD#: 5781772
LR
Professional summary
Lee August Redman is a registered financial advisor currently at CUSTOM FUNDS MANAGEMENT LLC located in Prior Lake, Minnesota.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lee has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MY BUSINESS IS REGISTERED IN MINNESOTA UNDER THE NAME REDMAN INTERNATIONAL. IT IS NOT INVESTMENT RELATED. THE BUSINESS ADDRESS IS 55359 240TH STREET, WELLS, MN 56097. IT IS RETAIL TRADE OF NUTRITIONAL PRODUCTS AND AIR/WATER FILTERS. I HAVE BEEN SOLE PROPRIETOR OF AN INDEPENDENT DISTRIBUTORSHIP FOR NATIONAL SAFETY ASSOCIATES AND JUICEPLUS SINCE 1988. I DEVOTE MINIMAL HOURS, LESS THAN 5 HOURS PER MONTH, TO THIS BUSINESS DURING OFF HOURS OF MY INVESTMENT BUSINESS, FACILITATING RETAIL ACTIVITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Lee August Redman's 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®
NoneExperience
Current
January 21, 2014 - Present
CUSTOM FUNDS MANAGEMENT LLC
RIA
CRD#: 153698
PRIOR LAKE, MN
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.Highlighted states indicate IAR registrations
IAR
Minnesota(1/21/2014)
Current Firm
CF
CUSTOM FUNDS MANAGEMENT LLC
CUSTOM FUNDS MANAGEMENT | STOKMAN CAPITAL MANAGEMENT LLC | MOMSFUNDS | CUSTOM FUNDS MANAGEMENT LLC
CRD#: 153698 / SEC#:
Minnesota
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Contact information
Main Address
Prior Lake, MN
Mailing Address
Phone number
(612) 720-5170
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 17,900,000 |
Red Flags
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