Angela Tille has been Chief Compliance Officer of Portfolio Design Services since January 2024, is a control person of the firm and directly owns under 5% of it.
Portfolio Design Services, LLC is a River Falls, WI firm with $150M under management, 256 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · 6 yearsRiver Falls, WI · Adviser representative · Firm CRD 131506
Investment adviser representative registrations
Angela Tille is registered as an investment adviser representative in Wisconsin, since September 2020.
- WisconsinSince 3 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angela Kay Tille
- CRD
- 7293007
- Firm
- Portfolio Design Services · CRD 131506
- Role
- Chief Compliance Officer
- Office
- 122 N. 2ND STREET, River Falls, WI 54022
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Angela Tille work?
Angela Tille has been Chief Compliance Officer of Portfolio Design Services, LLC since January 2024, and is a control person of the firm.
Is Angela Tille a financial advisor?
Yes. Angela Tille has a current investment-adviser registration in Wisconsin, through Portfolio Design Services since September 2020.
How many years of experience does Angela Tille have?
Angela Tille has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Angela Tille passed?
Angela Tille passed the Series 65 in August 2020.
Where is Angela Tille based?
Angela Tille’s registered office is in River Falls, WI.
Is Angela Tille registered with FINRA?
No. Angela Tille has no current broker registration.
How can I verify Angela Tille’s record?
Search CRD 7293007 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Tille’s full registration record.
