Paul McCready, financial advisor Arden Hills MN
96 score

Paul McCready

CRD Number: 1056524
Current Firm: Counsel Wealth Management, Inc.

Paul McCready (CRD# 1056524) is an Investment Advisor Representative working at Counsel Wealth Management, Inc. in Arden Hills, MN and has over 33 years of experience in the finance industry. Paul McCready has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Counsel Wealth Management Saint Paul, MN Apr 2010 - Current 6
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Oct 2009 - Current 7
Self Employed St Paul, MN Jun 1984 - Current 32
Counsel Financial Planning, Inc. Arden Hills, MN May 1984 - Apr 2010 25
Main Street Securities, LLC Hays, KS Feb 2008 - Oct 2009 1
Securities America, Inc. New Brighton, MN Apr 1989 - Feb 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
Contact Info for Paul S. McCready
Phone Number: 651-639-8707
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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