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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • 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.


Financial Advisors at Lifestage Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Jeffrey L. Wickmann
CRD#: 2116609
15010 Glazier Ave, Suite 204, Apple Valley, MN 55124

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.

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