Provident Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Provident Financial Group LLC is a newly formed registered investment adviser that provides discretionary investment management and financial planning and consulting services to individuals, high‑net‑worth clients, trusts and estates; at the time of the brochure it reported no assets under management. Its advisory services cover a broad range of asset classes and may include the use of options and other hedging techniques, and clients receive periodic account reports and reviews.
The firm tailors portfolios to each client’s stated objectives, time horizon and risk tolerance and employs a mix of fundamental and technical analysis while integrating risk‑management practices across positions. It manages client accounts on a discretionary basis, executes trades through an independent custodian, and uses written agreements that specify the scope of services and review cadence.
Compared with many peers, the firm discloses several uncommon features: the principal operates affiliated businesses that provide accounting/tax services (Gopher State Tax Services) and an insurance brokerage (Trevor Lastoka Financial Services), and may recommend insurance products on a disclosed commission basis, creating potential conflicts of interest that the brochure addresses. The firm also offers financial planning billed on an hourly basis in addition to charging asset‑based management fees and describes procedures intended to manage conflicts and allocations of the principal’s time among affiliated entities.
Client services
Expertise
Fee options
1% annually
$150 per hour for financial planning services
Main office
Bloomington MN
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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