Financial Dimensions Group, Inc.

Financial Dimensions Group, Inc. (CRD# 115143) is a financial advisory firm headquartered in Arden Hills, MN. They manage $496,959,935 in 2,116 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    497
    MILLION
  • Total Number of Accounts
    2,116
    ACCOUNTS
  • Average Account Value
    $234,858
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, MT, ND, NE, NH, TX, WA, WI

Financial Advisors at Financial Dimensions Group, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Amy R. Holewa
CRD#: 2781727
11272 86th Ave. North, Suite B, Maple Grove, MN 55369
96
Wealthminder
score

Amy Holewa (CRD# 2781727) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Maple Grove, MN and has over 19 years of experience in the finance industry. Amy Holewa 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
Eric E. Kajer
CRD#: 2654190
708 Cleveland Avenue Sw, Suite 200, New Brighton, MN 55112
96
Wealthminder
score

Eric Kajer (CRD# 2654190) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in New Brighton, MN and has over 18 years of experience in the finance industry. Eric Kajer 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.

3
Paul R. Lyon
CRD#: 2780756
11272 86th Avenue North, Suite B, Maple Grove, MN 55369
96
Wealthminder
score

Paul Lyon (CRD# 2780756) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Maple Grove, MN and has over 19 years of experience in the finance industry. Paul Lyon 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.

4
Jeffrey L. Schuler
CRD#: 2166002
11272 86th Ave. N., Suite B, Maple Grove, MN 55369
96
Wealthminder
score

Jeffrey Schuler (CRD# 2166002) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Maple Grove, MN and has over 25 years of experience in the finance industry. Jeffrey Schuler 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.

5
Charla D. Turch
CRD#: 1298361
3900 Northwoods Drive, Suite 125, Arden Hills, MN 55112
96
Wealthminder
score

Charla Turch (CRD# 1298361) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Arden Hills, MN and has over 32 years of experience in the finance industry. Charla Turch 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.

6
Craig M. Twombly
CRD#: 2616782
708 Cleveland Avenue Sw, Suite 200, New Brighton, MN 55112
96
Wealthminder
score

Craig Twombly (CRD# 2616782) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in New Brighton, MN and has over 21 years of experience in the finance industry. Craig Twombly 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.

7
Timothy J. Valento
CRD#: 1968675
2880 Middle Street, Suite 203, Little Canada, MN 55117
96
Wealthminder
score

Timothy Valento (CRD# 1968675) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Little Canada, MN and has over 27 years of experience in the finance industry. Timothy Valento 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.

8
Nancy D. Breymeier
CRD#: 1903576
Mendota Heights, MN
93
Wealthminder
score

Nancy Breymeier (CRD# 1903576) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Mendota Heights, MN and has over 27 years of experience in the finance industry.

9
Adam L. Gilmore
CRD#: 2584412
708 Cleveland Avenue Sw, Suite 200, New Brighton, MN 55112
93
Wealthminder
score

Adam Gilmore (CRD# 2584412) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in New Brighton, MN and has over 21 years of experience in the finance industry.

10
Michelle K. Letch
CRD#: 2558903
3900 Northwoods Drive, Suite 125, Arden Hills, MN 55112
93
Wealthminder
score

Michelle Letch (CRD# 2558903) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Arden Hills, MN and has over 20 years of experience in the finance industry.

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