Heritage Wealth Architects, Inc.

Heritage Wealth Architects, Inc. (CRD# 161261) is a financial advisory firm headquartered in Saint Paul, MN. They manage $86,063,909 in 280 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $307,371
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

Financial Advisors at Heritage Wealth Architects, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James S. Knapp
CRD#: 4646507
55 East 5th Street, Suite 1020, Saint Paul, MN 55101
96
Wealthminder
score

James Knapp (CRD# 4646507) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Saint Paul, MN and has over 15 years of experience in the finance industry. James Knapp 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
Tyler L. Rudek
CRD#: 5377883
55 East 5th Street, Suite 1020, Saint Paul, MN 55101
96
Wealthminder
score

Tyler Rudek (CRD# 5377883) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Saint Paul, MN and has over 10 years of experience in the finance industry.

3
Jordan A. Vlastuin
CRD#: 6211057
408 St. Peter Street, Suite 444, Saint Paul, MN 55102
90
Wealthminder
score

Jordan Vlastuin (CRD# 6211057) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Saint Paul, MN and has over 3 years of experience in the finance industry.

4
John Koenig
CRD#: 6395040
408 St. Peter Street, Suite 444, Saint Paul, MN 55102
89
Wealthminder
score

John Koenig (CRD# 6395040) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Saint Paul, MN and has over 2 years of experience in the finance industry.

5
Kody S. Sherlund
CRD#: 6835710
55 East 5th Street, Suite 1020, Saint Paul, MN 55101
87
Wealthminder
score

Kody Sherlund (CRD# 6835710) is an Investment Advisor Representative working at Heritage Wealth Architects, Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.

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