Prestige Wealth Management

Prestige Wealth Management (CRD# 110304) is a financial advisory firm headquartered in Lake Elmo, MN. They manage $250,902,633 in 716 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $350,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, FL, MN, NE, TX, WI

Financial Advisors at Prestige Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Heidi J. Helmeke
CRD#: 2302043
8631 Eagle Point Blvd, Lake Elmo, MN 55042
96
Wealthminder
score

Heidi Helmeke (CRD# 2302043) is an Investment Advisor Representative working at Prestige Wealth Management in Lake Elmo, MN and has over 23 years of experience in the finance industry. Heidi Helmeke 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
Suzette M. Rothberg
CRD#: 1994459
8631 Eagle Point Blvd, Lake Elmo, MN 55042
96
Wealthminder
score

Suzette Rothberg (CRD# 1994459) is an Investment Advisor Representative working at Prestige Wealth Management in Lake Elmo, MN and has over 25 years of experience in the finance industry. Suzette Rothberg 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
Nancy J. McCarrell
CRD#: 6334107
8631 Eagle Point Blvd, Lake Elmo, MN 55042
91
Wealthminder
score

Nancy McCarrell (CRD# 6334107) is an Investment Advisor Representative working at Prestige Wealth Management in Lake Elmo, MN and has 1 year of experience in the finance industry. Nancy McCarrell 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
Charles A. Blossom
CRD#: 728958
8631 Eagle Point Blvd, Lake Elmo, MN 55042
86
Wealthminder
score

Charles Blossom (CRD# 728958) is an Investment Advisor Representative working at Prestige Wealth Management in Lake Elmo, MN and has over 35 years of experience in the finance industry. Charles Blossom 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.

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