Trunorth Wealth Partners

Trunorth Wealth Partners (CRD# 284807) is a financial advisory firm headquartered in Saint Paul, MN. They manage $516,760,775 in 1,201 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101
https://www.linkedin.com/company/2825692
By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    1,201
    ACCOUNTS
  • Average Account Value
    $430,275
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MN, NE, NH, OK, TX, WA, WI

Financial Advisors at Trunorth Wealth Partners
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Fencl, financial advisor Saint Paul MN
Christopher R. Fencl
CRD#: 7118478
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Christopher Fencl (CRD# 7118478) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 5 years of experience in the finance industry.

2
Travis Gleason, financial advisor Saint Paul MN
Travis R. Gleason
CRD#: 5107631
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Travis Gleason (CRD# 5107631) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 17 years of experience in the finance industry.

3
Sharon Morrison, financial advisor Folsom CA
Sharon Morrison
CRD#: 1326185
187 Blue Ravine Road, Suite 130, Folsom, CA 95630

Sharon Morrison (CRD# 1326185) is an Investment Advisor Representative working at Trunorth Wealth Partners in Folsom, CA and has 1 year of experience in the finance industry.

4
Peter Rekstad, financial advisor Saint Paul MN
Peter J. Rekstad
CRD#: 2016409
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Peter Rekstad (CRD# 2016409) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 34 years of experience in the finance industry.

5
Craig Alcock, financial advisor Saint Paul MN
Craig R. Alcock
CRD#: 7772147
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Craig Alcock (CRD# 7772147) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has 1 year of experience in the finance industry.

6
Richard Hills, financial advisor Saint Paul MN
Richard E. Hills
CRD#: 7746271
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Richard Hills (CRD# 7746271) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has 1 year of experience in the finance industry.

7
Tristen Pals, financial advisor Saint Paul MN
Tristen S. Pals
CRD#: 7747340
3050 Wells Fargo Place, 30 East 7th Street, Saint Paul, MN 55101

Tristen Pals (CRD# 7747340) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN 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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