Releve Financial Group

Releve Financial Group (CRD# 285243) is a financial advisory firm headquartered in Woodbury, MN. They manage $186,610,722 in 1,119 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
724 Bielenberg Drive, #2, Woodbury, MN 55125
https://twitter.com/dawndahlby
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $166,766
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MN, PA, TX, WI

Financial Advisors at Releve Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Dawn Jurkovich, financial advisor Woodbury MN
Dawn D. Jurkovich
CRD#: 4366566
724 Bielenberg Drive, #2, Woodbury, MN 55125

Dawn Jurkovich (CRD# 4366566) is an Investment Advisor Representative working at Releve Financial Group in Woodbury, MN and has over 23 years of experience in the finance industry.

2
Kimberly Bannwarth, financial advisor Woodbury MN
Kimberly K. Bannwarth
CRD#: 5535378
724 Bielenberg Drive, #2, Woodbury, MN 55125

Kimberly Bannwarth (CRD# 5535378) is an Investment Advisor Representative working at Releve Financial Group in Woodbury, MN and has over 15 years of experience in the finance industry.

3
Jacob Fromm, financial advisor Hermitage PA
Jacob R. Fromm
CRD#: 6568320
Hermitage, PA

Jacob Fromm (CRD# 6568320) is an Investment Advisor Representative working at Releve Financial Group in Hermitage, PA and has over 8 years of experience in the finance industry.

4
Nadine Thibault, financial advisor San Carlos CA
Nadine A. Thibault
CRD#: 7337013
San Carlos, CA

Nadine Thibault (CRD# 7337013) is an Investment Advisor Representative working at Releve Financial Group in San Carlos, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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