Personal Wealth Partners LLC

Personal Wealth Partners LLC (CRD# 172055) is a financial advisory firm headquartered in Bloomington, MN. They manage $364,744,000 in 981 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    981
    ACCOUNTS
  • Average Account Value
    $371,808
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 - 7 of 7 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 22 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
1500 14th Street West, Suite 295, 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 19 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
Douglas E. Taylor
CRD#: 1754272
1500 14th Street West, Suite 295, 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 30 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.

4
George M. Woychik
CRD#: 1730580
710 North Main Street, Suite 102, River Falls, WI 54022
96
Wealthminder
score

George Woychik (CRD# 1730580) is an Investment Advisor Representative working at Personal Wealth Partners LLC in River Falls, WI and has over 30 years of experience in the finance industry. George Woychik 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 9 years of experience in the finance industry.

6
Matthew J. Quinn
CRD#: 4517986
710 North Main Street, Suite 102, River Falls, WI 54022
93
Wealthminder
score

Matthew Quinn (CRD# 4517986) is an Investment Advisor Representative working at Personal Wealth Partners LLC in River Falls, WI and has over 15 years of experience in the finance industry.

7
Bradley J. Heideman
CRD#: 5047405
1550 American Boulevard East, Suite 640, Bloomington, MN 55425
89
Wealthminder
score

Bradley Heideman (CRD# 5047405) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 2 years of experience in the finance industry.

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