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CTB Financial Services, ltd. Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

CTB Financial Services, ltd. is a Minneapolis-based financial services firm focused on tax planning within the registered investment advisor space. The company emphasizes understanding clients’ values and personal context to help them manage family finances and build confidence in their financial situation. Located in the Minneapolis area, CTB Financial Services serves a small team, indicating a boutique advisory approach in the industry. In the broader market, it operates alongside large, well-known wealth management firms, situating itself as a specialized provider within an established financial services sector. A notable recent development is CTB Financial Services’ involvement in a significant acquisition, reflecting ongoing activity within the advisory landscape.

Find CTB Financial Services, ltd. employees' phone numbers or email addresses

CTB Financial Services, ltd. Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Africa
3

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  • South Africa
    3

CTB Financial Services, ltd.'s Leadership

  • Stylized image of a person
    C. V.
    Client Services
    Mobile Phone
  • Stylized image of a person
    D. L. L.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    T. B.
    Bookkeeper
    Mobile Phone
  • Stylized image of a person
    M. R.
    Financial Adviser/Operations Lead
    Mobile Phone

CTB Financial Services, ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from CTB Financial Services, ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. V.
    Client Services
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    D. L. L.
    Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    T. B.
    Bookkeeper
    Mobile Phone
    South Africa
    Jun 01, 2026
  • Stylized image of a person
    M. R.
    Financial Adviser/Operations Lead
    Mobile Phone
    Mar 25, 2026

Frequently Asked Questions

What is CTB Financial Services, ltd. known for?

Minus sign iconPlus sign iconCTB Financial Services, ltd. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-952-546-****
. Explore CTB Financial Services, ltd.'s company overview page for more information.

What is CTB Financial Services, ltd.'s most common email format?

Minus sign iconPlus sign iconCTB Financial Services, ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CTB Financial Services, ltd. email formats with LeadIQ.

How many employees does CTB Financial Services, ltd. have currently?

Minus sign iconPlus sign iconCTB Financial Services, ltd. has approximately 7 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are CTB Financial Services, ltd.'s key employees and leadership?

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As of August 2026, CTB Financial Services, ltd.'s key employees include:

  • Client Services: C. V.
  • Financial Advisor: D. L. L.
  • Bookkeeper: T. B.
  • Financial Adviser/Operations Lead: M. R.

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