Longview Wealth Management, LLC

Longview Wealth Management, LLC (CRD# 139489) is a financial advisory firm headquartered in , . They manage $122,749,180 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.longviewwealth.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $2,360,561
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Longview Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Tufte, financial advisor Excelsior MN
Keith N. Tufte
CRD#: 1170559
Excelsior, MN

Keith Tufte (CRD# 1170559) is an Investment Advisor Representative working at Longview Wealth Management, LLC in Excelsior, MN and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals