RIA Intel›Advisers›Minnesota›CK FINANCIAL LLC

CK FINANCIAL LLC

Advisory

PRIOR LAKE, MN

Data as of Jul 29, 2026 · Source: SEC Form ADV

Average account

$221K

across 173 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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