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).

By the Numbers
  • Total Assets Under Management
    631
    MILLION
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $339,977
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.

AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI

Financial Advisors at Personal Wealth Partners LLC
Showing 1 - 10 of 11 top financial advisors.
1
Bradley J. Heideman
CRD#: 5047405
7900 International Drive, Suite 510, Bloomington, MN 55425

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.

2
Susan G. Isaacson
CRD#: 2552280
7900 International Drive, Suite 510, Bloomington, MN 55425

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.

3
Brian A. James
CRD#: 6872507
721 West Centre Ave, Portage, MI 49024

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.

4
Thomas A. Knippa
CRD#: 3031562
7500 Dallas Parkway Ste #475, Plano, TX 75024

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.

5
Ruth Miller
CRD#: 2109055
7900 International Drive, Suite 510, Bloomington, MN 55425

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.

6
Brian D. Neal
CRD#: 5353738
200 East 7th Street, Auburn, IN 46706

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.

7
Daniel E. Steichen
CRD#: 2266816
7900 International Drive, Suite 510, Bloomington, MN 55425

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.

8
William G. Chrisman
CRD#: 7258446
200 East 7th Street, Auburn, IN 46706

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.

9
Trevor A. Hopkins
CRD#: 7153280
7900 International Drive, Suite 510, Bloomington, MN 55425

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.

10
Laura B. Morton
CRD#: 6786025
200 East 7th Street, Auburn, IN 46706

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.

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