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Paul Kinneberg

Advisor at Longview Financial, Inc.

Updated today

Location

Zimmerman, MN

Credentials

CFP®, Series 65

Industry experience

24 years

About

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Client services

Based on Longview Financial, Inc.

Financial planning Portfolio management

Expertise

Based on Longview Financial, Inc.

General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting

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Fee options

Fixed

Retainer Agreement annual fee of $8,000; financial plans range from $2,000 to $8,000; minimum fee for tax preparation $175.

Percentage

$25,000 - $49,999: 2.5% annually $50,000 - $99,999: 2.0% annually $100,000 - $249,999: 1.5% annually $250,000 - $499,999: 1.00% annually $500,000 - $1 million: 0.75% annually Over $1 million+: Negotiable

Project-based

$175 per hour for planning and tax preparation work.

Other

Account minimum: $500,000.00 Minimum fee: Minimum annual fee of $500.00 for accounts below $25,000. Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Location

Zimmerman, MN

Most active in

Minnesota

Work history

Longview Financial, Inc.

2000 - Present (26 years)

CenturyLink

1988 - Present (38 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jesse J

Series 63, Series 65

Big Lake, MN

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Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning General tax planning Cash flow / budgeting
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Jason J

Series 63, Series 65

Princeton, MN

Jason Janes Wealth Management, Inc.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Passive / index investing
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Joshua H

Series 65

Princeton, MN

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Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

Passive / index investing
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Bradley G

Series 65

Otsego, MN

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Otsego, MN

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Series 65

Otsego, MN

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Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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