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).
Total Assets Under Management20MILLION
Total Number of Accounts218ACCOUNTS
Average Account Value$92,378
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.