Financial Advisors for Clients 45 54
Showing 265-272 of 300 advisors
New Brighton, MN
Brandon Valtinson
Valtinson Bruner Financial Planning
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Typical Clientele
InheritorsRetirees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Minnetonka, MN
Andrew Dressel
Abundo Wealth
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning
Pricing Model:
Subscription fee
Number of Clients
N/A
Years of Experience:
11 years
Birmingham, AL
Tyler Gay
Stockbridge Wealth Partners
Specialties and Expertise
Cryptocurrency & NFTsPortfolio ConstructionRetirement Income+2
Typical Clientele
RetireesHigh Net Worth Individuals+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
10 years
Carlsbad, CA
Justin Peek
PEEK WEALTH
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+12
Typical Clientele
RetireesBusiness Owners+17
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
21 years
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Littleton, CO
Paul Monax
Agile Wealth LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+2
Typical Clientele
Software EngineersTech Employees+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
9 years
Delafield, WI
Brian Behl
Behl Wealth Management
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeTax Preparation+3
Typical Clientele
RetireesHigh Net Worth Individuals+3
Pricing Model:
AUM
Number of Clients
55
Years of Experience:
19 years
Minneapolis, MN
Eric Simonson
Abundo Wealth
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+2
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years