Lifestage Wealth Management, Inc.

Lifestage Wealth Management, Inc. (CRD# 116143) is a financial advisory firm headquartered in Coon Rapids, MN. They manage $40,218,800 in 452 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $88,980
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Lifestage Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew D. Engelmann
CRD#: 4820270
299 Coon Rapids Blvd., Suite 205, Coon Rapids, MN 55433

Matthew Engelmann (CRD# 4820270) is an Investment Advisor Representative working at Lifestage Wealth Management, Inc. in Coon Rapids, MN and has over 19 years of experience in the finance industry.

2
Jeffrey L. Wickmann
CRD#: 2116609
199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433

Jeffrey Wickmann (CRD# 2116609) is an Investment Advisor Representative working at Lifestage Wealth Management, Inc. in Coon Rapids, MN and has over 33 years of experience in the finance industry.

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