Falists

Minnesota · 1 advisers

Financial Advisors in Waseca, Minnesota

Looking for a financial advisor in Waseca, Minnesota? Falists indexes 1 SEC-registered and state-registered investment advisers in Waseca — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $311.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

1

With website

1

Largest AUM

$311.6M

Financial planning

1

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

Top advisors in Waseca

Ranked by AUM · Fees, team & specialties at a glance

View all 1

IWEALTH

Waseca, MN

AUM

$311.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

507-835-9111

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Common questions

How many financial advisors are in Waseca, Minnesota?
1 registered investment advisers are listed in our Waseca directory, sourced from public SEC filings.
What types of advisors are in Waseca?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Waseca?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.