Lifestage Wealth Management LLC

Lifestage Wealth Management LLC (CRD# 114727) is a financial advisory firm headquartered in Minnetonka, MN. They manage $111,391,495 in 937 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $118,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, WI

Financial Advisors at Lifestage Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nathanael M. Hahm
CRD#: 4885493
11100 Wayzata Boulevard, Suite 510, Minnetonka, MN 55305
96
Wealthminder
score

Nathanael Hahm (CRD# 4885493) is an Investment Advisor Representative working at Lifestage Wealth Management LLC in Minnetonka, MN and has over 12 years of experience in the finance industry. Nathanael Hahm 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
Bruce C. Kuehl
CRD#: 1799517
11100 Wayzata Boulevard, Suite 510, Minnetonka, MN 55305
86
Wealthminder
score

Bruce Kuehl (CRD# 1799517) is an Investment Advisor Representative working at Lifestage Wealth Management LLC in Minnetonka, MN and has over 29 years of experience in the finance industry. Bruce Kuehl 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.

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