BT
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Boon Ser Tan

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
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Location

8500 Normandale Lake Blvd, Suite 960, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Boon is an agent at Tan Financial Solutions, selling life insurance and fixed annuities since 2000. This takes about 10-20% of his time.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
February 2018 - Present · 8 yrs
Previous Registrations
Total Advisor Network, LLC
October 2015 - February 2018 · 2 yrs 4 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.