Counsel Wealth Management, Inc.

Counsel Wealth Management, Inc. (CRD# 115165) is a financial advisory firm headquartered in Arden Hills, MN. They manage $176,298,423 in 2,169 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    2,169
    ACCOUNTS
  • Average Account Value
    $81,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, CO, FL, KS, MN, NE, TX, WI

Financial Advisors at Counsel Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Paul S. McCready
CRD#: 1056524
6 Pine Tree Drive, Suite 100, Arden Hills, MN 55112
96
Wealthminder
score

Paul McCready (CRD# 1056524) is an Investment Advisor Representative working at Counsel Wealth Management, Inc. in Arden Hills, MN and has over 34 years of experience in the finance industry. Paul McCready 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 A. Vasterling
CRD#: 1634044
6 Pine Tree Drive, Suite 100, Arden Hills, MN 55112
84
Wealthminder
score

Richard Vasterling (CRD# 1634044) is an Investment Advisor Representative working at Counsel Wealth Management, Inc. in Arden Hills, MN and has over 30 years of experience in the finance industry. Richard Vasterling 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.

3
Jonathan J. Slag
CRD#: 6109552
6 Pine Tree Drive, Suite 100, Arden Hills, MN 55112
70
Wealthminder
score

Jonathan Slag (CRD# 6109552) is an Investment Advisor Representative working at Counsel Wealth Management, Inc. in Arden Hills, MN and has over 4 years of experience in the finance industry.

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