Heritage Wealth Architects, LLC

Heritage Wealth Architects, LLC (CRD# 161261) is a financial advisory firm headquartered in Saint Paul, MN. They manage $68,741,326 in 317 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $216,850
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, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James S. Knapp
CRD#: 4646507
408 St. Peter Street, Suite 444, Saint Paul, MN 55102
96
Wealthminder
score

James Knapp (CRD# 4646507) is an Investment Advisor Representative working at Heritage Wealth Architects, LLC in Saint Paul, MN and has over 14 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
408 St. Peter Street, Suite 444, Saint Paul, MN 55102
96
Wealthminder
score

Tyler Rudek (CRD# 5377883) is an Investment Advisor Representative working at Heritage Wealth Architects, LLC 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
88
Wealthminder
score

Jordan Vlastuin (CRD# 6211057) is an Investment Advisor Representative working at Heritage Wealth Architects, LLC 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
87
Wealthminder
score

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

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.