Zurich Awes Financial Management, Inc.
Zurich Awes Financial Management, Inc. (CRD# 121033) is a financial advisory firm headquartered in Plymouth, MN. They manage $28,014,130 in 285 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts285ACCOUNTS
Average Account Value$98,295
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
FL, MN, TX
Terry Swanson (CRD# 3136954) is an Investment Advisor Representative working at Zurich Awes Financial Management, Inc. in Plymouth, MN and has over 18 years of experience in the finance industry.
Zurich Awes (CRD# 2315253) is an Investment Advisor Representative working at Zurich Awes Financial Management, Inc. in Plymouth, MN and has over 24 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.