Acumen Financial Advisors, LLC

Acumen Financial Advisors, LLC (CRD# 152748) is a financial advisory firm headquartered in Edina, MN. They manage $390,064,960 in 591 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3601 West 76th Street, Suite 475, Edina, MN 55435
By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $660,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IA, MN, OH, TX, WA, WI

Financial Advisors at Acumen Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd Steger, financial advisor Edina MN
Todd W. Steger
CRD#: 2358695
3601 West 76th Street, Suite 475, Edina, MN 55435

Todd Steger (CRD# 2358695) is an Investment Advisor Representative working at Acumen Financial Advisors, LLC in Edina, MN and has over 28 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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