Cardinal Wealth Advisors, LLC
Cardinal Wealth Advisors, LLC (CRD# 134758) is a financial advisory firm headquartered in Edina, MN. They manage $53,026,000 in 272 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cardinal Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts272ACCOUNTS
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Average Account Value$194,949
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Cardinal Wealth Advisors, LLC
1
John Bergstrom (CRD# 1957994) is an Investment Advisor Representative working at Cardinal Wealth Advisors, LLC in Edina, MN and has over 28 years of experience in the finance industry.
2
Philip Schimke (CRD# 2126040) is an Investment Advisor Representative working at Cardinal Wealth Advisors, LLC in Edina, MN and has over 30 years of experience in the finance industry.
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