Dougherty & Company LLC

Dougherty & Company LLC (CRD# 7477) is a financial advisory firm headquartered in Minneapolis, MN. They manage $101,747,507 in 502 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $202,684
Compensation Options
  • A percentage of assets under your management
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)
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 40 top financial advisors.
1
Chad Q. Quamme
CRD#: 4413885
4133 30th Avenue South, Suite 102, Fargo, ND 58104
96
Wealthminder
score

Chad Quamme (CRD# 4413885) is an Investment Advisor Representative working at Dougherty & Company LLC in Fargo, ND and has over 15 years of experience in the finance industry. Chad Quamme 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
Jodi L. Ahles
CRD#: 3086170
916 Washington Avenue, Suite 12, 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 17 years of experience in the finance industry.

3
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 29 years of experience in the finance industry.

4
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 23 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 13 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 23 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 30 years of experience in the finance industry.

8
Matthew A. Fossen
CRD#: 2451177
90 South Seventh Street, Suite 4300, Minneapolis, MN 55402
93
Wealthminder
score

Matthew Fossen (CRD# 2451177) is an Investment Advisor Representative working at Dougherty & Company LLC in Minneapolis, MN and has over 20 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 23 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 16 years of experience in the finance industry.

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