Dougherty & Associates Financial Advisors, Inc.

Dougherty & Associates Financial Advisors, Inc. (CRD# 165145) is a financial advisory firm headquartered in Buffalo, MN. They manage $108,255,806 in 2,373 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    2,373
    ACCOUNTS
  • Average Account Value
    $45,620
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, MN, NH, TX, WI

Financial Advisors at Dougherty & Associates Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lisa A. Geyen
CRD#: 5079216
103 Marty Drive Suite 101, Buffalo, MN 55313
93
Wealthminder
score

Lisa Geyen (CRD# 5079216) is an Investment Advisor Representative working at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN and has over 8 years of experience in the finance industry.

2
Daniel J. Dougherty
CRD#: 6359033
103 Marty Drive Suite 101, Buffalo, MN 55313
87
Wealthminder
score

Daniel Dougherty (CRD# 6359033) is an Investment Advisor Representative working at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN and has 1 year of experience in the finance industry.

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