Personal Wealth Partners LLC
Personal Wealth Partners LLC (CRD# 172055) is a financial advisory firm headquartered in Bloomington, MN. They manage $631,337,089 in 1,857 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management631MILLION
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Total Number of Accounts1,857ACCOUNTS
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Average Account Value$339,977
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI
Bradley Heideman (CRD# 5047405) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 6 years of experience in the finance industry.
Susan Isaacson (CRD# 2552280) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 26 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.
Brian James (CRD# 6872507) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Portage, MI and has over 4 years of experience in the finance industry.
Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Plano, TX and has over 24 years of experience in the finance industry. Thomas Knippa 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.
Ruth Miller (CRD# 2109055) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 31 years of experience in the finance industry.
Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Auburn, IN and has over 14 years of experience in the finance industry.
Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Bloomington, MN and has over 27 years of experience in the finance industry.
William Chrisman (CRD# 7258446) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Auburn, IN and has 1 year of experience in the finance industry.
Trevor Hopkins (CRD# 7153280) 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.
Laura Morton (CRD# 6786025) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Auburn, IN and has 1 year of experience in the finance industry.