Dougherty & Associates Financial Advisors, Inc.

Dougherty & Associates Financial Advisors, Inc. (CRD# 165145) is a financial advisory firm headquartered in Buffalo, MN. They manage $307,741,086 in 2,327 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    2,327
    ACCOUNTS
  • Average Account Value
    $132,248
Compensation Options
  • A percentage of assets under your management
  • 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.

AZ, CA, FL, MN, TX, WI

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

Lisa Geyen (CRD# 5079216) is an Investment Advisor Representative working at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN and has over 16 years of experience in the finance industry.

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