5 Stone Financial Group, LLC

5 Stone Financial Group, LLC (CRD# 315004) is a financial advisory firm headquartered in Champlin, MN. They manage $18,078,268 in 176 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 499, Champlin, MN 55316
https://www.linkedin.com/company/5stonefinancial
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $102,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at 5 Stone Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ross Welte, financial advisor Champlin MN
Ross E. Welte
CRD#: 5085429
Champlin, MN

Ross Welte (CRD# 5085429) is an Investment Advisor Representative working at 5 Stone Financial Group, LLC in Champlin, MN and has over 18 years of experience in the finance industry.

2
Drew Erickson, financial advisor Champlin MN
Drew P. Erickson
CRD#: 6341460
Champlin, MN

Drew Erickson (CRD# 6341460) is an Investment Advisor Representative working at 5 Stone Financial Group, LLC in Champlin, MN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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