Cahill Financial Advisors, Inc.

Cahill Financial Advisors, Inc. (CRD# 109890) is a financial advisory firm headquartered in Edina, MN. They manage $401,571,597 in 1,983 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    1,983
    ACCOUNTS
  • Average Account Value
    $202,507
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CA, FL, IA, MN, ND, PA, TX, WI

Financial Advisors at Cahill Financial Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
James W. Bryan
CRD#: 2341167
7261 Ohms Lane, Edina, MN 55439
96
Wealthminder
score

James Bryan (CRD# 2341167) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 17 years of experience in the finance industry. James Bryan 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
Richard W. Filippone
CRD#: 1700715
7261 Ohms Lane, Edina, MN 55439
96
Wealthminder
score

Richard Filippone (CRD# 1700715) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 27 years of experience in the finance industry.

3
Diane A. Park
CRD#: 4637179
7261 Ohms Lane, Edina, MN 55439
96
Wealthminder
score

Diane Park (CRD# 4637179) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 16 years of experience in the finance industry. Diane Park 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.

4
Rickey L. Ites
CRD#: 1329883
7261 Ohms Lane, Edina, MN 55439
93
Wealthminder
score

Rickey Ites (CRD# 1329883) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 32 years of experience in the finance industry.

5
Scott D. Oeth
CRD#: 3077663
7261 Ohms Lane, Edina, MN 55439
90
Wealthminder
score

Scott Oeth (CRD# 3077663) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has 1 year of experience in the finance industry. Scott Oeth 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.

6
Nicholas J. Hohn
CRD#: 3172408
7261 Ohms Lane, Edina, MN 55439
86
Wealthminder
score

Nicholas Hohn (CRD# 3172408) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 16 years of experience in the finance industry. Nicholas Hohn 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.

7
Jeffrey R. Ohe
CRD#: 2376320
7261 Ohms Lane, Edina, MN 55439
86
Wealthminder
score

Jeffrey Ohe (CRD# 2376320) is an Investment Advisor Representative working at Cahill Financial Advisors, Inc. in Edina, MN and has over 24 years of experience in the finance industry. Jeffrey Ohe 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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