Highmark Wealth Management LLC

Highmark Wealth Management LLC (CRD# 164790) is a financial advisory firm headquartered in Saint Paul, MN. They manage $153,838,450 in 674 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $228,247
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)
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, WI

Financial Advisors at Highmark Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Todd E. Arens
CRD#: 2414006
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
93
Wealthminder
score

Todd Arens (CRD# 2414006) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 22 years of experience in the finance industry.

2
Denis O. Bakke
CRD#: 10990
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
93
Wealthminder
score

Denis Bakke (CRD# 10990) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 30 years of experience in the finance industry.

3
Jerod Gustafson
CRD#: 2765649
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
93
Wealthminder
score

Jerod Gustafson (CRD# 2765649) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 20 years of experience in the finance industry.

4
Deborah F. Peterson
CRD#: 1616260
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
93
Wealthminder
score

Deborah Peterson (CRD# 1616260) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 21 years of experience in the finance industry.

5
Patrick J. Sullivan
CRD#: 5786229
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
89
Wealthminder
score

Patrick Sullivan (CRD# 5786229) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 2 years of experience in the finance industry.

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