Acumen Financial Advisors, LLC

Acumen Financial Advisors, LLC (CRD# 152748) is a financial advisory firm headquartered in Bloomington, MN. They manage $247,042,057 in 309 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $799,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, TX, WI

Financial Advisors at Acumen Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John F. Ryan
CRD#: 1711095
8500 Normandale Lake Blvd., Suite 920, Bloomington, MN 55437
96
Wealthminder
score

John Ryan (CRD# 1711095) is an Investment Advisor Representative working at Acumen Financial Advisors, LLC in Bloomington, MN and has over 29 years of experience in the finance industry. John Ryan 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.

2
Todd W. Steger
CRD#: 2358695
8500 Normandale Lake Blvd., Suite 920, Bloomington, MN 55437
96
Wealthminder
score

Todd Steger (CRD# 2358695) is an Investment Advisor Representative working at Acumen Financial Advisors, LLC in Bloomington, MN and has over 21 years of experience in the finance industry. Todd Steger 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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