Norris Waalen, financial advisor Saint Paul MN

Norris Waalen

CRD Number: 4490534
Current Firm: Runestone Wealth Advisors LLC

Norris Waalen (CRD# 4490534) is an Investment Advisor Representative working at Runestone Wealth Advisors LLC in Saint Paul, MN and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Runestone Wealth Advisors LLC Minneapolis, MN Jan 2001 - Current 23
Norris Waalen LLC Minneapolis, MN Oct 1983 - Current 40
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Norris E. Waalen
Phone Number: 612-253-5093
Firm Website: http://www.waalencpa.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $198,629
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
Types of Clients
Registered States

MN

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