About Us

CTB Financial Services, Ltd. is an SEC Registered Investment Advisor and financial planning firm based in Minneapolis, MN. Founded in 2002 and 100% employee owned, CTB Financial can help you not only in achieving your goals, but also in knowing when you're there. Sophisticated, proven advice contributes to your success.

So does working with a broader team of experts. By connecting your professional advisors with each other, we can tie all of your choices together for a thorough and comprehensive approach.

But the technical aspects are just one side of the coin. The other side is comprised of all of the human "intangibles" that is you. You want someone by your side, someone who is committed to you and your success, someone capable and independent, with only one loyalty: You.

Today, CTB Financial serves families and individuals in more than a dozen states, including the Twin Cities; Tucson, AZ; Denver, CO; Naples, FL; San Jose, CA; Washington, DC; and Boston, MA.

CTB Financial Services is not a large, faceless investment firm, nor are we stock-pickers with a "secret" investment methodology. We are a privately owned, independent investment advisory firm. And because of our strategic partnerships, our investment reach is much more sophisticated and global in nature than you might expect.

Business size

1-10 employees

Commercial presence