Keith Tufte, financial advisor Excelsior MN

Keith Tufte

CRD Number: 1170559
Current Firm: Longview Wealth Management, LLC

Keith Tufte (CRD# 1170559) is an Investment Advisor Representative working at Longview Wealth Management, LLC in Excelsior, MN and has over 20 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Excelsior MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Excelsior MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Excelsior MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Professional Designations
Company Name Location Dates Years
Cherry Tree Wealth Management, LLC Minnetonka, MN Aug 2009 - Current 14
Longview Wealth Management, LLC Eden Prairie, MN Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Keith N. Tufte
Phone Number: 952-465-1785
Registered State(s):
  • MN
Current Firm Details
Longview Wealth Management, LLC
Firm's CRD Number: 139489
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $2,360,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

MN

Ready to hire a financial advisor? Get competitive proposals from Keith Tufte and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.