Tealwood Asset Management

Tealwood Asset Management (CRD# 105245) is a financial advisory firm headquartered in Minneapolis, MN. They manage $356,817,871 in 808 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $441,606
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, KS, LA, MA, MI, MN, MO, NE, NH, OH, OK, SC, SD, TX, VA, WI

Financial Advisors at Tealwood Asset Management
Showing 1 - 9 of 9 top financial advisors.
1
Jodi L. Halbert
CRD#: 1147824
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
93
Wealthminder
score

Jodi Halbert (CRD# 1147824) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 29 years of experience in the finance industry.

2
Stephen P. Moseley
CRD#: 4230374
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
93
Wealthminder
score

Stephen Moseley (CRD# 4230374) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 15 years of experience in the finance industry.

3
David Y. Neal
CRD#: 4343266
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
93
Wealthminder
score

David Neal (CRD# 4343266) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 15 years of experience in the finance industry.

4
Wendy K. Bennis
CRD#: 6267816
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
87
Wealthminder
score

Wendy Bennis (CRD# 6267816) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

5
Donald W. Johnson
CRD#: 1273600
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
87
Wealthminder
score

Donald Johnson (CRD# 1273600) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

6
Woodward W. Kingman
CRD#: 1529933
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
87
Wealthminder
score

Woodward Kingman (CRD# 1529933) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

7
Steven M. Richter
CRD#: 4994232
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
87
Wealthminder
score

Steven Richter (CRD# 4994232) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

8
John C. Zevnick
CRD#: 6130234
120 South 6th Street, Suite 1900, Minneapolis, MN 55402
87
Wealthminder
score

John Zevnick (CRD# 6130234) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has 1 year of experience in the finance industry.

9
Charles C. Mahar
CRD#: 1090893
100 So. 5th Street, Suite 410, Minneapolis, MN 55402
83
Wealthminder
score

Charles Mahar (CRD# 1090893) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.