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).
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Total Assets Under Management187MILLION
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Total Number of Accounts1,119ACCOUNTS
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Average Account Value$166,766
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, MN, PA, TX, WI
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.
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.
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.
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.