Showing 1 - 12 of 46 results
CHRISTENSEN GROUP FINANCIAL, LLC
CHRISTENSEN GROUP FINANCIAL, LLC
Eden Prairie, Minnesota
Christensen Group Financial, LLC is a highly regarded investment advisory firm based in Eden Prairie, MN. With a team of five dedicated professionals, they provide comprehensive financial guidance and investment strategies to a diverse range of clients. With four of their employees specializing in investment advisory services, the firm boasts a high level of expertise and personalized attention. Impressively, Christensen Group Financial, LLC manages an average of approximately $174,320,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is designed to align their interests with their clients', incorporating a percentage of assets under management and performance-based fees. With over 10 individual clients entrusting them with more than $4,720,000 in assets, Christensen Group Financial, LLC has established a strong track record of success. Notably, they excel in managing assets from employer 401Ks and individuals, which account for roughly half of their total assets under management. Their extensive experience in this area has solidified their expertise in navigating the complexities of retirement planning and investment management. As a small investment advisory firm, Christensen Group Financial, LLC operates from a single office in Eden Prairie, MN. Among their accomplished team, Ross Dahlof and Spencer Rose stand out as the firm's longest-tenured registered advisors. Their commitment to delivering exceptional client service, combined with their wealth of experience, positions Christensen Group Financial, LLC as a trusted partner in achieving financial goals and securing a prosperous future.
THRIVENT INVESTMENT MANAGEMENT INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Minneapolis, Minnesota
Thrivent Investment Management Inc., headquartered in Minneapolis, MN, is a prominent national investment advisory firm with a workforce of 3,548 employees. Among them, 3,005 professionals specialize in providing comprehensive investment advisory services to clients. With an impressive average of approximately $8,390,000 in assets under management per investment advisor, Thrivent Investment Management Inc. demonstrates their commitment to delivering exceptional financial guidance. The firm's compensation structure encompasses various methods, such as hourly charges and fixed fees, ensuring flexibility and transparency in client engagements. Boasting a vast clientele, Thrivent Investment Management Inc. serves over 47,640 individual clients, expertly managing their assets, which total over $12,490,023,000. With an extensive track record in the employer 401K and individual asset management sector, Thrivent Investment Management Inc. garners widespread recognition for their expertise. Nearly half of their assets under management originate from employer 401K plans or individual investors, a testament to their proficiency in this space. Additionally, 32% of the assets they manage are under their discretionary authority, showcasing their depth of experience and trustworthiness. The firm's nationwide presence is reinforced by their network of 1,107 offices strategically located across the country. Thrivent Investment Management Inc. prides itself on fostering enduring relationships with their clients, aided by the expertise of their seasoned advisors. Notable individuals among their long-serving advisors include Delana Romenesko, Christopher Howard, and Gerald Roth. Thrivent Investment Management Inc. stands as a distinguished investment advisory firm, offering comprehensive financial solutions and managing substantial assets on behalf of their diverse client base.
WEBB FINANCIAL GROUP
WEBB FINANCIAL GROUP
Bloomington, Minnesota
Webb Financial Group, based out of Bloomington, MN, is a reputable investment advisory firm serving a diverse clientele. With over 660 individual clients and more than $295,141,000 in assets under management, they specialize in offering comprehensive financial services to both employers and individuals. The firm operates from a single office and is known for its expertise in managing 401K plans. Boasting an impressive track record, Webb Financial Group prides itself on handling over 80% of its assets under management from employer 401Ks and individual portfolios. With 93% of the assets being discretionary, clients trust their highly qualified team to make informed investment decisions on their behalf. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the most suitable arrangement based on their specific needs. Webb Financial Group is home to a team of seven professionals, four of whom provide investment advisory services directly to clients. With an average of approximately $73,790,000 in assets under management per investment advisor, they align with the industry average, delivering personalized attention to each client. The firm takes pride in its long-tenured advisors, including David Verbeke, Michael Bischoff, and Gary Webb, who bring a wealth of experience and expertise to the table. Their commitment to delivering exceptional service has solidified Webb Financial Group's position as a trusted financial partner for clients seeking expert guidance and management of their investments.
PHILLIP JAMES FINANCIAL CO.
PHILLIP JAMES FINANCIAL CO.
Plymouth, Minnesota
Phillip James Financial Co. is a small investment advisory firm based out of Plymouth, MN, with a single office. With a team of four dedicated professionals, including two investment advisors, they offer comprehensive financial guidance and strive to help their clients achieve their financial goals. With an average of approximately $67,500,000 in assets under management per investment advisor, Phillip James Financial Co. maintains an industry-average standing. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach to meet their clients' needs. While 401K and individual accounts represent less than 30% of their assets under management, Phillip James Financial Co. possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their clients' trust in their decision-making abilities. Catering predominantly to high-net-worth individuals, Phillip James Financial Co. has garnered a reputation for providing exceptional service. Their client base consists of over 80 individual clients, collectively entrusting them with more than $135,006,000 in assets under management. Among the firm's registered advisors, James Sexton and Phillip Christenson stand as two of the longest-tenured professionals, contributing their extensive experience and knowledge to the success of Phillip James Financial Co. In addition to their investment advisory services, Phillip James Financial Co. offers the expertise of an accountant or accounting firm, further enhancing their clients' financial strategies and ensuring comprehensive financial planning and management.
ALL STAR FINANCIAL
ALL STAR FINANCIAL
Minneapolis, Minnesota
Trutina Financial is a local investment advisory firm based out of Bellevue, WA. With a single office, they have established themselves as a trusted financial partner in the region. Comprising a team of 16 dedicated professionals, 11 of whom specialize in providing comprehensive investment advisory services, Trutina Financial delivers personalized solutions to meet the unique financial goals of their clients. With an average assets under management (AUM) of approximately $85,590,000 per investment advisor, Trutina Financial maintains a competitive position within the industry. Their compensation structure encompasses various types, including a percentage of AUM and fixed fees, ensuring transparency and alignment of interests with their clients. Although 401K and individual accounts constitute less than 30% of their AUM, Trutina Financial possesses the expertise to effectively manage employer funds. Impressively, 93% of the assets they manage are under their discretionary control, reflecting the confidence their clients place in their investment strategies. In addition to their investment advisory services, Trutina Financial extends its expertise as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial well-being. Boasting a diverse clientele of over 330 individual clients, Trutina Financial oversees a substantial AUM of more than $941,532,000. The firm takes pride in their experienced team, with notable advisors like Geoffrey Schock, Kyle Hauge, and Matthew Myers who have contributed significantly to the firm's long-standing success. Trutina Financial's commitment to exceptional service, tailored financial solutions, and extensive industry experience positions them as a prominent player in the Bellevue area, dedicated to helping their clients achieve their financial objectives with confidence.
GEN FINANCIAL MANAGEMENT INC.
GEN FINANCIAL MANAGEMENT INC.
Plymouth, Minnesota
Gen Financial Management Inc. is a small investment advisory firm based out of Plymouth, MN, specializing in managing assets for high net worth individuals. With over 320 individual clients and more than $408,750,000 in assets under management, they have established a reputation for their expertise and personalized approach. While their 401K and individual accounts make up less than 30% of their assets under management, Gen Financial Management Inc. also has the capability to manage employer funds. A significant 93% of the assets they oversee are discretionary, reflecting their clients' trust in their investment strategies. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. With a team of four dedicated professionals, all of whom provide investment advisory services, they offer personalized attention and tailored solutions. Gen Financial Management Inc. boasts an average of approximately $102,190,000 in assets under management per investment advisor, which aligns with the industry average. Among their experienced advisors are Aaron Lindberg, Bryan Vancura, and Eric Moleski, who have been with the firm for an extended period. By combining their in-depth market knowledge, meticulous research, and a client-centric approach, Gen Financial Management Inc. strives to optimize investment outcomes and help their clients achieve their financial objectives. With their strong track record and commitment to excellence, they continue to solidify their position as a trusted partner in wealth management.
STEVENS FOSTER FINANCIAL ADVISORS
STEVENS FOSTER FINANCIAL ADVISORS
Bloomington, Minnesota
Stevens Foster Financial Advisors is a local investment advisory firm based out of Bloomington, MN, with one office serving clients in the area. With a total of 25 employees, including 8 dedicated investment advisors, the firm offers a comprehensive range of financial advisory services. The average assets under management per investment advisor at Stevens Foster Financial Advisors is approximately $72,060,000, which aligns with the industry average. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, fixed fees, and commissions. While the firm manages less than 30% of its assets under management in 401K and individual accounts, they possess the capability to oversee employer funds. Impressively, 74% of the assets they manage are discretionary, reflecting the trust placed in their expertise by their clients. Stevens Foster Financial Advisors predominantly serves high-net-worth individuals, as evidenced by the majority of the assets under their management. Additionally, they extend their services to accountants or accounting firms seeking professional financial guidance. The firm boasts a sizable client base, with over 230 individual clients entrusting them with a total of $576,450,000 in assets under management. Noteworthy among the team are the long-tenured advisors, Daniel Holmberg, Jann Mauri, and William Stevens, who contribute their expertise to the success of the firm. With a strong presence in Bloomington, MN, Stevens Foster Financial Advisors has established itself as a reliable and capable partner for individuals and businesses seeking sound financial advice and management.
WINSLOW CAPITAL MANAGEMENT LLC
WINSLOW CAPITAL MANAGEMENT LLC
Minneapolis, Minnesota
Winslow Capital Management LLC is a reputable investment advisory firm located in Minneapolis, MN. With its main office in the city, they cater to a diverse range of clients seeking professional financial guidance. Boasting a team of 39 dedicated professionals, 18 of whom specialize in providing comprehensive investment advisory services, Winslow Capital Management LLC stands as a trusted partner in wealth management. With an impressive average of $964,750,000 in assets under management per investment advisor, Winslow Capital Management LLC outperforms the industry average, reflecting their expertise in delivering exceptional results for their clients. Their compensation structure is diverse and includes a percentage of assets under management and performance-based fees, ensuring alignment of interests between the firm and its clients. As a discretionary asset manager, Winslow Capital Management LLC exercises full discretion over the assets they manage, offering a seamless and hassle-free experience for their clients. Currently, they proudly serve over 1,060 individual clients, effectively overseeing a staggering $17,365,482,000 in assets under management. A standout figure within Winslow Capital Management LLC is Clark Winslow, who has been a registered advisor with the firm since 2006. His tenure highlights the firm's commitment to fostering long-term relationships with their clients and providing stability and continuity in their advisory services. Through their comprehensive investment advisory approach and track record of success, Winslow Capital Management LLC continues to empower individuals and organizations in achieving their financial goals with confidence and expertise.
FLOURISH WEALTH MANAGEMENT INC.
FLOURISH WEALTH MANAGEMENT INC.
Edina, Minnesota
Flourish Wealth Management Inc. is a small investment advisory firm based out of Edina, MN, boasting a single office location. With a team of seven dedicated professionals, two of whom specialize in providing comprehensive investment advisory services, Flourish Wealth Management Inc. prides itself on delivering personalized financial solutions to its esteemed clientele. With an impressive average of approximately $129,430,000 in assets under management per investment advisor, Flourish Wealth Management Inc. outperforms industry standards. Their compensation structure reflects their commitment to client satisfaction, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Distinguishing itself in the field, Flourish Wealth Management Inc. exercises discretionary management over an impressive 98% of the assets entrusted to their care. Catering primarily to high-net-worth individuals, the firm adeptly manages over $258,856,000 in assets for more than 20 individual clients. Boasting a team of experienced professionals, Flourish Wealth Management Inc. has nurtured a cadre of long-serving advisors. Among the notable individuals are Stephanie Temporiti, Jay Pluimer, and Kathleen Longo, whose tenure and expertise bring added value to the firm's client-focused approach. With a commitment to personalized service, a track record of superior asset management, and a team of seasoned professionals, Flourish Wealth Management Inc. continues to excel in providing comprehensive investment advisory services, helping clients prosper and achieve their financial goals.
GS INVESTMENT INC
GS INVESTMENT INC
Minneapolis, Minnesota
GS Investment Inc, based out of Minneapolis, MN, is a small investment advisory firm with a dedicated team of professionals. With a total of 4 employees, the firm specializes in providing comprehensive investment advisory services to its discerning clients. Among the employees, 3 are registered advisors who offer personalized guidance and expertise. GS Investment Inc boasts an impressive average of approximately $45,150,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse and flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees. Catering to over 40 individual clients, GS Investment Inc manages a substantial portfolio with assets under management exceeding $207,404,000. The majority of these assets are entrusted to the firm by high-net-worth individuals who seek their specialized services. Notably, 99% of the assets managed by the firm are discretionary, allowing GS Investment Inc to exercise professional judgment and make informed investment decisions on behalf of their clients. Operating from a single office, GS Investment Inc is deeply rooted in the Minneapolis community. The firm takes pride in its longstanding advisors, Glenn Steinke and Greg Cunningham, who have contributed significantly to its success and earned the trust of their clients over the years. With their expertise, personalized approach, and a commitment to delivering tailored investment solutions, GS Investment Inc continues to make its mark in the competitive landscape of investment advisory services.
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AFFIANCE FINANCIAL LLC
AFFIANCE FINANCIAL LLC
St. Louis Park, Minnesota
Affiance Financial LLC, a prominent investment advisory firm based out of St. Louis Park, MN, specializes in providing comprehensive financial planning services. With a team of 21 highly skilled professionals, including 9 dedicated investment advisors, the company excels in managing client portfolios and delivering personalized investment strategies. With an average of $77,900,000 in assets under management per investment advisor, Affiance Financial LLC maintains an industry-average position. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible approach to client needs. Catering to a diverse clientele, Affiance Financial LLC boasts a robust portfolio, managing over $814,841,000 in assets for more than 790 individual clients. Their expertise lies in handling assets for high net worth individuals, with approximately half of their assets under management originating from employer 401Ks and individual investors. Notably, a remarkable 94% of the assets they manage are discretionary, underscoring their clients' trust in their expertise. Operating from a single office, Affiance Financial LLC has established itself as a trusted local investment advisory firm. Their success can be attributed, in part, to the expertise and experience of their long-tenured advisors, including Andrew Fishman, Steven Lear, and Eric Unger. With a commitment to providing tailored financial solutions, Affiance Financial LLC continues to deliver outstanding services to their valued clients, helping them achieve their financial goals.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Minneapolis, Minnesota
Ameriprise Financial Services, LLC, headquartered in Minneapolis, MN, is a prominent national investment advisory firm. With a team of 14,187 dedicated professionals, they offer a comprehensive range of financial services. A significant portion of their workforce, comprising 12,542 individuals, specializes in providing expert investment advisory services. Each investment advisor manages an average of approximately $15,310,000 in assets, showcasing their extensive expertise in asset management. Ameriprise Financial Services, LLC boasts an impressive clientele, serving over 1,096,990 individual clients. The firm oversees a substantial $414,380,098,000 in assets under management, demonstrating their ability to handle significant wealth portfolios. Notably, approximately 49% of the assets they manage are discretionary, highlighting their skill in making independent investment decisions. The compensation structure at Ameriprise Financial Services, LLC includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This diverse approach ensures that clients can select the most suitable payment option for their specific needs. In addition to their investment advisory services, Ameriprise Financial Services, LLC extends its capabilities to areas such as commodity pool operation, commodity trading advising, and insurance brokerage. Their breadth of services underscores their commitment to offering comprehensive financial solutions. With 154 offices nationwide, Ameriprise Financial Services, LLC has established a robust presence throughout the United States. The firm takes pride in its team of experienced advisors, including notable professionals such as Sanda Bailey, David Heffernan, and James Tabak. Their longevity within the company exemplifies the deep expertise and trusted guidance clients can expect from Ameriprise Financial Services, LLC.