WACKER & ASSOCIATES, INC.
Jackson, MN
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
507-847-3886
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
AUM
$139.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-860-8489
Full profileNo website
BIRATH WEALTH MANAGEMENT, LLC
Marshall, MN
AUM
$100.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
507-929-8543
Full profileNo website
HERITAGE CAPITAL ADVISORS, LLC
St. Paul, MN
AUM
$88.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-272-2913
Full profileNo website
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
Minneapolis, MN
AUM
$57.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
952-297-5840
Full profileNo website
SYMMETRIC ADVISORS INC
Minnetonka, MN
AUM
$22.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-541-1605
Full profileNo website
AUM
$19.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
218-722-2545
Full profileNo website
VALLEY VIEW MANAGEMENT CO., LLC
Eden Prairie, MN
AUM
$17.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-941-7101
Full profileNo website
KODIAK INVESTMENT MANAGEMENT LLC
Aitkin, MN
AUM
$628K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
218-820-8079
Full profileNo website
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