Vector Wealth Management

Vector Wealth Management (CRD# 152667) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,140,975,615 in 3,213 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,141
    MILLION
  • Total Number of Accounts
    3,213
    ACCOUNTS
  • Average Account Value
    $355,112
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, NH, NJ, NY, OH, OK, PA, SD, TN, TX, WI

Financial Advisors at Vector Wealth Management
Showing 1 - 10 of 16 top financial advisors.
1
Sharon L. Calhoun
CRD#: 2812184
43 Main Street Se, Suite 236, Minneapolis, MN 55414

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.

2
Thomas G. Fee
CRD#: 2236121
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Thomas Fee (CRD# 2236121) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 28 years of experience in the finance industry.

3
Joseph C. Grochowski
CRD#: 4498602
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Joseph Grochowski (CRD# 4498602) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 18 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.

4
Charles A. Gruys
CRD#: 5578124
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Charles Gruys (CRD# 5578124) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 12 years of experience in the finance industry. Charles Gruys 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
Jonathan D. Held
CRD#: 6260095
6301 Wayzata Blvd., St. Louis Park, MN 55416

Jonathan Held (CRD# 6260095) is an Investment Advisor Representative working at Vector Wealth Management in St. Louis Park, MN and has over 7 years of experience in the finance industry.

6
Suzanne M. Klapperich
CRD#: 3198166
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Suzanne Klapperich (CRD# 3198166) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 21 years of experience in the finance industry.

7
David R. Moser
CRD#: 6024272
43 Main Street Se, Suite 236, Minneapolis, MN 55414

David Moser (CRD# 6024272) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 8 years of experience in the finance industry. David Moser 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.

8
Michael J. Nesheim
CRD#: 4740374
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Michael Nesheim (CRD# 4740374) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 16 years of experience in the finance industry. Michael Nesheim 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.

9
Amy M. Pavlis
CRD#: 4320037
Coon Rapids, MN 55433

Amy Pavlis (CRD# 4320037) is an Investment Advisor Representative working at Vector Wealth Management in Coon Rapids, MN and has over 19 years of experience in the finance industry.

10
Daniel J. Powers
CRD#: 5976084
43 Main Street Se, Suite 236, Minneapolis, MN 55414

Daniel Powers (CRD# 5976084) is an Investment Advisor Representative working at Vector Wealth Management in Minneapolis, MN and has over 9 years of experience in the finance industry.

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