Lifestage Wealth Management, Inc.
Lifestage Wealth Management, Inc. (CRD# 116143) is a financial advisory firm headquartered in Apple Valley, MN. They manage $29,515,419 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts96ACCOUNTS
Average Account Value$307,452
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Wickmann (CRD# 2116609) is an Investment Advisor Representative working at Lifestage Wealth Management, Inc. in Apple Valley, MN and has over 25 years of experience in the finance industry.