Investors Financial Group

Investors Financial Group (CRD# 154168) is a financial advisory firm headquartered in Plymouth, MN. They manage $511,079,917 in 2,250 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    2,250
    ACCOUNTS
  • Average Account Value
    $227,147
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, LA, MN, NC, NE, NH, NJ, NM, NV, NY, PA, TX, VA, VT, WA, WI

Financial Advisors at Investors Financial Group
Showing 1 - 10 of 21 top financial advisors.
1
Jeffrey R. Doom
CRD#: 4176654
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
96
Wealthminder
score

Jeffrey Doom (CRD# 4176654) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 16 years of experience in the finance industry. Jeffrey Doom 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
Timothy D. Gaarder
CRD#: 1366162
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
96
Wealthminder
score

Timothy Gaarder (CRD# 1366162) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 31 years of experience in the finance industry. Timothy Gaarder 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
Robert D. Hoagland
CRD#: 1521834
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
96
Wealthminder
score

Robert Hoagland (CRD# 1521834) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 30 years of experience in the finance industry. Robert Hoagland 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
Matthew R. Norland
CRD#: 5082066
1560 Adams Street, Mankato, MN 56001
96
Wealthminder
score

Matthew Norland (CRD# 5082066) is an Investment Advisor Representative working at Investors Financial Group in Mankato, MN and has over 10 years of experience in the finance industry. Matthew Norland 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
Philip J. Anderson
CRD#: 3088759
1300 Godward Street, Suite 6250, Minneapolis, MN 55413
93
Wealthminder
score

Philip Anderson (CRD# 3088759) is an Investment Advisor Representative working at Investors Financial Group in Minneapolis, MN and has over 18 years of experience in the finance industry.

6
Richard J. Anderson
CRD#: 1738184
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
93
Wealthminder
score

Richard Anderson (CRD# 1738184) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 29 years of experience in the finance industry.

7
Richard M. Berquist
CRD#: 2697269
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
93
Wealthminder
score

Richard Berquist (CRD# 2697269) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 20 years of experience in the finance industry.

8
Ronald J. Bickford
CRD#: 1600937
1300 Godward Street, Suite 6250, Minneapolis, MN 55413
93
Wealthminder
score

Ronald Bickford (CRD# 1600937) is an Investment Advisor Representative working at Investors Financial Group in Minneapolis, MN and has over 29 years of experience in the finance industry.

9
James L. Chapple
CRD#: 2513408
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441
93
Wealthminder
score

James Chapple (CRD# 2513408) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 22 years of experience in the finance industry.

10
Matthew J. Finley
CRD#: 5633187
1300 Godward Street Ne, Suite 6250, Minneapolis, MN 55413
93
Wealthminder
score

Matthew Finley (CRD# 5633187) is an Investment Advisor Representative working at Investors Financial Group in Minneapolis, MN and has over 7 years of experience in the finance industry.

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