Vector Wealth Management

Vector Wealth Management (CRD# 152667) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,030,550,555 in 3,291 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,031
    MILLION
  • Total Number of Accounts
    3,291
    ACCOUNTS
  • Average Account Value
    $313,142
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, FL, IA, IL, IN, KS, LA, MN, MO, NC, ND, NE, NJ, NY, OH, OK, PA, SD, TN, TX, WI

Financial Advisors at Vector Wealth Management
Showing 1 - 10 of 14 top financial advisors.
1
Amy M. Pavlis
CRD#: 4320037
551 Coon Rapids Boulevard, Suite 100, Coon Rapids, MN 55433
98
Wealthminder
score

Amy Pavlis (CRD# 4320037) is an Investment Advisor Representative working at Vector Wealth Management in Coon Rapids, MN and has over 16 years of experience in the finance industry.

2
Joseph C. Grochowski
CRD#: 4498602
43 Main Street Se, Suite 236, Minneapolis, MN 55414
96
Wealthminder
score

Joseph Grochowski (CRD# 4498602) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 15 years of experience in the finance industry. Joseph Grochowski 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
Robert P. Lawson
CRD#: 4090584
43 Main Street Se, Suite 236, Minneapolis, MN 55414
96
Wealthminder
score

Robert Lawson (CRD# 4090584) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 18 years of experience in the finance industry. Robert Lawson 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
Kyle C. Matkaitis
CRD#: 5680849
Oak Lawn, IL
96
Wealthminder
score

Kyle Matkaitis (CRD# 5680849) is an Investment Advisor Representative working at Vector Wealth Management in Oak Lawn, IL and has over 8 years of experience in the finance industry. Kyle Matkaitis 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
Tyler J. Schelhaas
CRD#: 4674230
43 Main Street Se, Suite 236, Minneapolis, MN 55414
96
Wealthminder
score

Tyler Schelhaas (CRD# 4674230) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 14 years of experience in the finance industry. Tyler Schelhaas 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.

6
Thomas G. Fee
CRD#: 2236121
43 Main Street Se, Suite 236, Minneapolis, MN 55414
93
Wealthminder
score

Thomas Fee (CRD# 2236121) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 26 years of experience in the finance industry.

7
Daniel J. Powers
CRD#: 5976084
43 Main Street Se, Suite 236, Minneapolis, MN 55414
93
Wealthminder
score

Daniel Powers (CRD# 5976084) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 6 years of experience in the finance industry.

8
John E. Tenley
CRD#: 4983645
1650 West 82nd Street, Ste. 675, Bloomington, MN 55431
93
Wealthminder
score

John Tenley (CRD# 4983645) is an Investment Advisor Representative working at Vector Wealth Management in Bloomington, MN and has over 12 years of experience in the finance industry.

9
Sharon L. Calhoun
CRD#: 2812184
43 Main Street Se, Suite 236, Minneapolis, MN 55414
90
Wealthminder
score

Sharon Calhoun (CRD# 2812184) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has 1 year of experience in the finance industry. Sharon Calhoun 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.

10
William H. Fondell
CRD#: 6275795
43 Main Street Se, Suite 236, Minneapolis, MN 55414
90
Wealthminder
score

William Fondell (CRD# 6275795) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 3 years of experience in the finance industry.

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