Maple Grove, MN Office
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Future Bright
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Firm-wide stats for Future Bright
About
Future Bright provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, small businesses and retirement plans, including ERISA plan work and 3(38) investment‑manager services. The firm also offers complimentary “assets held away” advice to individuals with employer‑sponsored plans as an adjunct to its asset management offering.
The firm uses a mix of fundamental, technical and cyclical analysis to build portfolios that are predominantly invested in equities, open‑end mutual funds and ETFs, with accounts managed under documented investment policy statements and periodic reviews. For clients who meet the accredited investor standard, Future Bright may allocate capital to private placements such as Pre‑IPO stock funds, while noting the valuation and liquidity risks those investments entail.
Future Bright’s operating profile differs from many peers in that it manages several hundred client relationships across a four‑advisor team, a client‑to‑advisor load that is uncommon in this peer group and may influence how advice and monitoring are delivered. The firm recently transitioned to SEC registration, is owned in part by two silent partners, and discloses that its managing member maintains a limited insurance practice, each of which are operational details that distinguish it from many similarly sized advisors.
Based on Future Bright
Location
Maple Grove MN
Advisors at this office
3
Advisors at this office
Ross A
Series 63, Series 65
Maple Grove, MN
Future Bright
Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a sole proprietor since 2003. In addition to his advisory work, he is an independent insurance agent and a 50% member of Nouveau Logic, LLC, a company involved in financial education software referrals. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to construct equity-focused portfolios and offers specialized services such as 3(38) investment-manager roles and private placement allocations for accredited investors.
Daunte L
Series 65
Maple Grove, MN
Future Bright
Daunte Leiran is a Series 65–licensed advisor with Future Bright in Maple Grove, MN, and has one year of industry experience. Prior to joining Future Bright, he held positions at American Family and Pedigree Technologies. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers access to private placements for accredited investors.
Matthew J
Series 63, Series 66
Maple Grove, MN
Future Bright
Matthew Johnson is a financial advisor at Future Bright with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Future Bright in 2019, he was associated with Raymond James Financial Services from 2014 to 2019. Outside of advisory work, Johnson serves as a board member for the Boys and Girls Club Thrift Store of Detroit Lakes and is involved in multiple leadership roles across several professional service and consulting businesses. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios primarily consisting of equities, mutual funds, and ETFs, and manages several hundred client relationships across its four-advisor team.
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