Zurich Awes Financial Management, Inc.

Zurich Awes Financial Management, Inc. (CRD# 121033) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $26,947,940 in 243 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $110,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

FL, MN, TX

Financial Advisors at Zurich Awes Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Terry L. Swanson
CRD#: 3136954
1650 West End Blvd., Suite 100, Saint Louis Park, MN 55416
93
Wealthminder
score

Terry Swanson (CRD# 3136954) is an Investment Advisor Representative working at Zurich Awes Financial Management, Inc. in Saint Louis Park, MN and has over 19 years of experience in the finance industry.

2
Zurich T. Awes
CRD#: 2315253
1650 West End Blvd., Suite 100, Saint Louis Park, MN 55416
86
Wealthminder
score

Zurich Awes (CRD# 2315253) is an Investment Advisor Representative working at Zurich Awes Financial Management, Inc. in Saint Louis Park, MN and has over 25 years of experience in the finance industry. Zurich Awes 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.

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