Lifestage Wealth Management Group LLC

Lifestage Wealth Management Group LLC (CRD# 119403) is a financial advisory firm headquartered in Alexandria, MN. They manage $64,255,132 in 229 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $280,590
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Publication of periodicals or newsletters
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 Lifestage Wealth Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Loren E. Liesemeyer
CRD#: 1309647
218 3rd Ave E, #102, Alexandria, MN 56308
93
Wealthminder
score

Loren Liesemeyer (CRD# 1309647) is an Investment Advisor Representative working at Lifestage Wealth Management Group LLC in Alexandria, MN and has over 33 years of experience in the finance industry.

2
Erin R. Berns
CRD#: 6484001
218 3rd Ave E, #102, Alexandria, MN 56308
92
Wealthminder
score

Erin Berns (CRD# 6484001) is an Investment Advisor Representative working at Lifestage Wealth Management Group LLC in Alexandria, MN and has 1 year of experience in the finance industry.

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