PSC FINANCIAL LLC
SEC RegisteredWealth Management
About the firm
PSC Financial, LLC is a Registered Investment Advisor located in Bloomington, MN. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through PSC Financial, LLC, a separate entity from LPL Financial.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
PSC Financial offers Investment Management, Estate and Charitable Planning, Retirement Planning, Insurance Planning, Business Planning, Business Succession Planning, Corporate Retirement Plans, Executive Compensation Management, and Foundations and Endowments.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $32M |
| High Net Worth Individuals | 36 | $87M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PSC FINANCIAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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