Dougherty & Company LLC

Dougherty & Company LLC (CRD# 7477) is a financial advisory firm headquartered in Minneapolis, MN. They manage $122,131,471 in 566 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $215,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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, IA, IL, MN, ND, SD, TX, WI

Financial Advisors at Dougherty & Company LLC
Showing 1 - 10 of 38 top financial advisors.
1
Jodi L. Ahles
CRD#: 3086170
916 Washington Avenue, Suite 6, Detroit Lakes, MN 56501
93
Wealthminder
score

Jodi Ahles (CRD# 3086170) is an Investment Advisor Representative working at Dougherty & Company LLC in Detroit Lakes, MN and has over 19 years of experience in the finance industry.

2
Thomas C. Beadnell
CRD#: 1734168
119 5th Street Ne, Watertown, SD 57201
93
Wealthminder
score

Thomas Beadnell (CRD# 1734168) is an Investment Advisor Representative working at Dougherty & Company LLC in Watertown, SD and has over 30 years of experience in the finance industry.

3
Kimberly A. Beckman
CRD#: 2413186
120 North Third Street, Bismarck, ND 58501
93
Wealthminder
score

Kimberly Beckman (CRD# 2413186) is an Investment Advisor Representative working at Dougherty & Company LLC in Bismarck, ND and has over 24 years of experience in the finance industry.

4
Susan M. Benedict
CRD#: 3164244
4133 30th Avenue South, Suite 102, Fargo, ND 58104
93
Wealthminder
score

Susan Benedict (CRD# 3164244) is an Investment Advisor Representative working at Dougherty & Company LLC in Fargo, ND and has over 19 years of experience in the finance industry.

5
Neil A. Bonneson
CRD#: 4284550
90 South Seventh Street, Suite 4300, Minneapolis, MN 55402
93
Wealthminder
score

Neil Bonneson (CRD# 4284550) is an Investment Advisor Representative working at Dougherty & Company LLC in Minneapolis, MN and has over 14 years of experience in the finance industry.

6
Debra J. Burdine
CRD#: 2330780
110 South Phillips, Suite 203, Sioux Falls, SD 57104
93
Wealthminder
score

Debra Burdine (CRD# 2330780) is an Investment Advisor Representative working at Dougherty & Company LLC in Sioux Falls, SD and has over 24 years of experience in the finance industry.

7
John L. Drow
CRD#: 1433810
90 South Seventh Street, Suite 4300, Minneapolis, MN 55402
93
Wealthminder
score

John Drow (CRD# 1433810) is an Investment Advisor Representative working at Dougherty & Company LLC in Minneapolis, MN and has over 32 years of experience in the finance industry.

8
Matthew A. Fossen
CRD#: 2451177
Chaska, MN
93
Wealthminder
score

Matthew Fossen (CRD# 2451177) is an Investment Advisor Representative working at Dougherty & Company LLC in Chaska, MN and has over 21 years of experience in the finance industry.

9
Gregg A. Franke
CRD#: 2300737
90 South Seventh Street, Suite 4300, Minneapolis, MN 55402
93
Wealthminder
score

Gregg Franke (CRD# 2300737) is an Investment Advisor Representative working at Dougherty & Company LLC in Minneapolis, MN and has over 25 years of experience in the finance industry.

10
Thomas P. Hackl
CRD#: 3075360
110 South Phillips, Suite 203, Sioux Falls, SD 57104
93
Wealthminder
score

Thomas Hackl (CRD# 3075360) is an Investment Advisor Representative working at Dougherty & Company LLC in Sioux Falls, SD and has over 17 years of experience in the finance industry.

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