Meristem Family Wealth

Meristem Family Wealth (CRD# 109141) is a financial advisory firm headquartered in Minnetonka, MN. They manage $2,200,982,201 in 323 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,201
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $6,814,186
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, CO, CT, DC, FL, HI, IA, IL, MA, MN, MT, NH, NY, OR, SD, TX, UT, VT, WA, WI

Financial Advisors at Meristem Family Wealth
Showing 1 - 10 of 14 top financial advisors.
1
Nancy M. Bergstrom
CRD#: 2209021
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
96
Wealthminder
score

Nancy Bergstrom (CRD# 2209021) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 25 years of experience in the finance industry. Nancy Bergstrom 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
Renay H. Henderson
CRD#: 4094429
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
96
Wealthminder
score

Renay Henderson (CRD# 4094429) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 16 years of experience in the finance industry. Renay Henderson 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.

3
Charles J. Maxwell
CRD#: 1568653
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
96
Wealthminder
score

Charles Maxwell (CRD# 1568653) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 28 years of experience in the finance industry. Charles Maxwell 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.

4
Andrew A. Ohman
CRD#: 4651040
7301 Ohms Lane, Suite 600, Edina, MN 55439
96
Wealthminder
score

Andrew Ohman (CRD# 4651040) is an Investment Advisor Representative working at Meristem Family Wealth in Edina, MN and has over 14 years of experience in the finance industry. Andrew Ohman 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.

5
Patrick R. Regan
CRD#: 2515605
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
96
Wealthminder
score

Patrick Regan (CRD# 2515605) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 17 years of experience in the finance industry.

6
Anne C. Novak
CRD#: 4929309
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
93
Wealthminder
score

Anne Novak (CRD# 4929309) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 7 years of experience in the finance industry.

7
James M. Robbins
CRD#: 2823785
18835 N Thompson Peak Pkwy, Suite C225, Scottsdale, AZ 85255
93
Wealthminder
score

James Robbins (CRD# 2823785) is an Investment Advisor Representative working at Meristem Family Wealth in Scottsdale, AZ and has over 20 years of experience in the finance industry.

8
James P. Sioris
CRD#: 4707615
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
93
Wealthminder
score

James Sioris (CRD# 4707615) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 14 years of experience in the finance industry.

9
Jon K. Crow
CRD#: 4394390
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
90
Wealthminder
score

Jon Crow (CRD# 4394390) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 4 years of experience in the finance industry.

10
Jacqueline A. Fogelberg
CRD#: 1823989
601 Carlson Parkway, Suite 800, Minnetonka, MN 55305
89
Wealthminder
score

Jacqueline Fogelberg (CRD# 1823989) is an Investment Advisor Representative working at Meristem Family Wealth in Minnetonka, MN and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.