5 Stone Financial Group, LLC
5 Stone Financial Group, LLC (CRD# 315004) is a financial advisory firm headquartered in Champlin, MN. They manage $18,078,268 in 176 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$102,717
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at 5 Stone Financial Group, LLC
1
Ross Welte (CRD# 5085429) is an Investment Advisor Representative working at 5 Stone Financial Group, LLC in Champlin, MN and has over 18 years of experience in the finance industry.
2
Drew Erickson (CRD# 6341460) is an Investment Advisor Representative working at 5 Stone Financial Group, LLC in Champlin, MN and has over 8 years of experience in the finance industry.
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