Cardinal Wealth Advisors, LLC

Cardinal Wealth Advisors, LLC (CRD# 134758) is a financial advisory firm headquartered in Edina, MN. They manage $53,026,000 in 272 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7201 Ohms Lane, Suite 215, Edina, MN 55439
http://www.cardinalwealth.net
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $194,949
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Cardinal Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Bergstrom, financial advisor Edina MN
John R. Bergstrom
CRD#: 1957994
7201 Ohms Lane, Suite 215, Edina, MN 55439

John Bergstrom (CRD# 1957994) is an Investment Advisor Representative working at Cardinal Wealth Advisors, LLC in Edina, MN and has over 28 years of experience in the finance industry.

2
Philip Schimke, financial advisor Edina MN
Philip A. Schimke
CRD#: 2126040
7201 Ohms Lane, Suite 215, Edina, MN 55439

Philip Schimke (CRD# 2126040) is an Investment Advisor Representative working at Cardinal Wealth Advisors, LLC in Edina, MN and has over 29 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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