Personal Wealth Partners LLC

Personal Wealth Partners LLC (CRD# 172055) is a financial advisory firm headquartered in Bloomington, MN. They manage $269,963,000 in 708 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $381,304
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, ND, TX, WI

Financial Advisors at Personal Wealth Partners LLC
Showing 1 - 6 of 6 top financial advisors.
1
Susan G. Isaacson
CRD#: 2552280
1550 American Boulevard East, Suite 640, Bloomington, MN 55425
96
Wealthminder
score

Susan Isaacson (CRD# 2552280) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 21 years of experience in the finance industry. Susan Isaacson 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
Gary D. Ryberg
CRD#: 2530818
504 E. Broadway, Williston, ND 58801
96
Wealthminder
score

Gary Ryberg (CRD# 2530818) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Williston, ND and has over 18 years of experience in the finance industry. Gary Ryberg 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
Daniel E. Steichen
CRD#: 2266816
1550 American Boulevard East, Suite 640, Bloomington, MN 55425
96
Wealthminder
score

Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 21 years of experience in the finance industry. Daniel Steichen 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
Douglas E. Taylor
CRD#: 1754272
504 E. Broadway, Williston, ND 58801
96
Wealthminder
score

Douglas Taylor (CRD# 1754272) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Williston, ND and has over 29 years of experience in the finance industry. Douglas Taylor 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
John D. Gatzlaff
CRD#: 5480479
1550 American Boulevard East, Suite 640, Bloomington, MN 55425
93
Wealthminder
score

John Gatzlaff (CRD# 5480479) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 8 years of experience in the finance industry.

6
Bradley J. Heideman
CRD#: 5047405
1550 American Boulevard East, Suite 640, Bloomington, MN 55425
87
Wealthminder
score

Bradley Heideman (CRD# 5047405) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has 1 year of experience in the finance industry.

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