Wcmi

Wcmi (CRD# 104976) is a financial advisory firm headquartered in Minneapolis, MN. They manage $91,341,326 in 88 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $1,037,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, MN, OR, TX

Financial Advisors at Wcmi
Showing 1 - 4 of 4 top financial advisors.
1
Rose M. Hanson
CRD#: 2256954
100 North Sixth Street, Suite 620b, Minneapolis, MN 55403
93
Wealthminder
score

Rose Hanson (CRD# 2256954) is an Investment Advisor Representative working at Wcmi in Minneapolis, MN and has over 23 years of experience in the finance industry.

2
Margaret F. Jones
CRD#: 1433814
100 N 6th St, Ste 620b, Minneapolis, MN 55403
93
Wealthminder
score

Margaret Jones (CRD# 1433814) is an Investment Advisor Representative working at Wcmi in Minneapolis, MN and has over 30 years of experience in the finance industry.

3
Brian H. Kertz
CRD#: 2464023
100 North Sixth Street, Suite 620b, Minneapolis, MN 55403
93
Wealthminder
score

Brian Kertz (CRD# 2464023) is an Investment Advisor Representative working at Wcmi in Minneapolis, MN and has over 22 years of experience in the finance industry.

4
Linda S. Wilke
CRD#: 2151254
100 North Sixth Street, Suite 620b, Minneapolis, MN 55403
93
Wealthminder
score

Linda Wilke (CRD# 2151254) is an Investment Advisor Representative working at Wcmi in Minneapolis, MN and has over 22 years of experience in the finance industry.

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