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).
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Total Assets Under Management1,141MILLION
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Total Number of Accounts3,213ACCOUNTS
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Average Account Value$355,112
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NC, ND, NE, NH, NJ, NY, OH, OK, PA, SD, TN, TX, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.