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TWIN CITIES RETIREMENT GROUP

PLYMOUTH, MN · CRD 154974 · IAPD ↗ · 952-600-7550

$144.9MRegulatory AUM
2Advisory reps
3Employees
91Clients
0Planning clients
0Private funds
3States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — TWIN CITIES RETIREMENT GROUP (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.