Highmark Wealth Management LLC

Highmark Wealth Management LLC (CRD# 164790) is a financial advisory firm headquartered in Saint Paul, MN. They manage $483,654,320 in 1,479 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
30 East 7th Street, Suite 3535, Saint Paul, MN 55101
https://twitter.com/highmarkwealth
By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    1,479
    ACCOUNTS
  • Average Account Value
    $327,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MN, NH, TX, WI

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

Todd Arens (CRD# 2414006) 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.

2
Jerod Gustafson, financial advisor Saint Paul MN
Jerod Gustafson
CRD#: 2765649
30 East 7th Street, Suite 3535, Saint Paul, MN 55101

Jerod Gustafson (CRD# 2765649) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 27 years of experience in the finance industry.

3
Deborah Peterson, financial advisor Saint Paul MN
Deborah F. Peterson
CRD#: 1616260
30 East 7th Street, Suite 3535, Saint Paul, MN 55101

Deborah Peterson (CRD# 1616260) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 28 years of experience in the finance industry.

4
Daniel Sullivan, financial advisor Saint Paul MN
Daniel R. Sullivan
CRD#: 6619911
30 East 7th Street, Suite 3535, Saint Paul, MN 55101

Daniel Sullivan (CRD# 6619911) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 5 years of experience in the finance industry.

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

Patrick Sullivan (CRD# 5786229) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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