Wixon Advisors, Inc.
Wixon Advisors, Inc. (CRD# 115306) is a financial advisory firm headquartered in Maple Grove, MN. They manage $108,569,590 in 118 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management109MILLION
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$920,081
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, NH, SD
Financial Advisors at Wixon Advisors, Inc.
1
Andrew Wixon (CRD# 5773110) is an Investment Advisor Representative working at Wixon Advisors, Inc. in Maple Grove, MN and has over 12 years of experience in the finance industry.
2
William Wixon (CRD# 1943721) is an Investment Advisor Representative working at Wixon Advisors, Inc. in Maple Grove, MN and has over 34 years of experience in the finance industry.
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