Ferguson Financial, Inc.

Ferguson Financial, Inc. (CRD# 118983) is a financial advisory firm headquartered in Edina, MN. They manage $20,138,463 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $92,378
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)
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.

MN, TX

Financial Advisors at Ferguson Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory M. Ferguson
CRD#: 1332833
5100 Eden Avenue, Suite 311, Edina, MN 55436
84
Wealthminder
score

Gregory Ferguson (CRD# 1332833) is an Investment Advisor Representative working at Ferguson Financial, Inc. in Edina, MN and has over 31 years of experience in the finance industry. Gregory Ferguson 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.

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