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).
Total Assets Under Management27MILLION
Total Number of Accounts243ACCOUNTS
Average Account Value$110,897
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MN, TX
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.
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.