Twele Capital Management, Inc.

Twele Capital Management, Inc. (CRD# 130239) is a financial advisory firm headquartered in Minnetonka, MN. They manage $636,528,502 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5601 Smetana Drive, Suite 707, Minnetonka, MN 55343
https://www.linkedin.com/company/twele-capital-management-inc/
By the Numbers
  • Total Assets Under Management
    637
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $3,929,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, MO

Financial Advisors at Twele Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Baranivsky, financial advisor Minnetonka MN
Gregory I. Baranivsky
CRD#: 2653751
5601 Smetana Drive, Suite 707, Minnetonka, MN 55343

Gregory Baranivsky (CRD# 2653751) is an Investment Advisor Representative working at Twele Capital Management, Inc. in Minnetonka, MN and has over 10 years of experience in the finance industry.

2
John Twele, financial advisor Minnetonka MN
John A. Twele
CRD#: 1570378
5601 Smetana Drive, Suite 707, Minnetonka, MN 55343

John Twele (CRD# 1570378) is an Investment Advisor Representative working at Twele Capital Management, Inc. in Minnetonka, MN and has over 20 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.

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