Split Rock Private Trading and Wealth Management LLC

Jedd Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding CFP® and ChFC® designations and four years of industry experience. He has worked at Bear Valley Financial LLC since 2022 and Split Rock since 2021. Outside of advising, Anich serves as an assistant hockey coach for the Cloquet School District and is involved with patient education initiatives through Snow Companies. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis using a combination of technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Mark Cool is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has previously worked with North American Shale Energy Fund LP and Split Rock Asset Management LLC. Outside of advising, he serves as vice president of Blacklist Brewing Co., a European-inspired craft brewery, and is a finance committee member at Cloquet Country Club. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment process that incorporates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Kelly Johnson is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Split Rock since 2014. Outside of his advisory role, Johnson serves as a commissioner on the Cloquet Planning & Zoning Commission and is a board member of Cloquet Community Memorial Hospital. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment approach that integrates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio through the Interactive Advisors platform.

Dale Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Bear Valley Financial, LLC since 2022 and has been with Split Rock since 2020. Anich is also a licensed insurance agent in Minnesota and Wisconsin, owning and managing an insurance agency. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, offering discretionary account management based on clients’ goals and risk tolerance. The firm manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform, utilizing a combination of charting, technical, fundamental, and cyclical analysis in its investment approach.

Tyler Kocon is a financial advisor at Split Rock Private Trading and Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Split Rock since 2010, including prior roles at Split Rock Asset Management LLC and North American Shale Energy Fund LP. Outside of his advisory work, he serves as Vice-President of Blacklist Brewing Co., a European-inspired craft brewery, where he oversees financial operations. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans through separately managed accounts and written Investment Policy Statements. The firm manages the North Shore Equity Rotation ETF (KOOL) and offers a model portfolio on the Interactive Advisors platform, employing a combination of technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.