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 24 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 31 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 23 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 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.