CRD Number: 5958759
Current Firm: Investors Financial Group
Compensation Model: Fee Only
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Investors Financial Group, LLC||Plymouth, MN||Nov 2013 - Current||4|
|Lpl Financial LLC||Plymouth, MN||Oct 2013 - Current||4|
|Ameriprise Financial Services,inc||Minneapolis, MN||Aug 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 2011|
|S63||Uniform Securities State Law Examination||Sep 2011|
Total Assets Under Management715MILLIONS
Total Number of Accounts2,796ACCOUNTS
Average Account Value$255,624
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IA, IL, LA, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, TX, VA, VT, WA, WI
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Financial Group, a registered investment advisor. Gourde Wealth Management and Investors Financial Group are separate entities from LPL Financial.
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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers
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