Tag Wealth Advisors

Tag Wealth Advisors (CRD# 298446) is a financial advisory firm headquartered in , . They manage $27,994,656 in 105 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

https://twitter.com/tagadvisorsus

By the Numbers

Total Assets Under Management

28

MILLION
Total Number of Accounts

105

ACCOUNTS
Average Account Value

$266,616

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, MN, TX

Financial Advisors at Tag Wealth Advisors

Showing 1 - 2 of 2 top financial advisors.

William E. McGuire

CRD#: 1065834

1027 7th Street Nw, Suite 201, Rochester, MN 55901

William McGuire (CRD# 1065834) is an Investment Advisor Representative working at Tag Wealth Advisors in Rochester, MN and has over 26 years of experience in the finance industry.

John L. Nelson

CRD#: 4454521

North Oaks, MN

John Nelson (CRD# 4454521) is an Investment Advisor Representative working at Tag Wealth Advisors in North Oaks, MN and has over 22 years 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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