Minneapolis, MN Oak Grove Pkwy Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,115 offices

Location

4640 Oak Grove Pkwy

Minneapolis MN 55443

Advisors at this office

3

Advisors at this office

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Wade M

ChFC®, Series 63, Series 65

Minneapolis, MN

Cetera

Wade Mcfee is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at VOYA Financial Advisors and ownership of McFee Financial Group Inc. Outside of advisory work, he is an independent insurance agent involved in the sales and service of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan D

Series 66

Minneapolis, MN

Cetera

Nathan Dwyer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, Inc., LPL Financial, and Level Four Advisory Services LLC. He also serves as a non-producing registered representative at McFee Financial Group, where he focuses on financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management solutions and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Barbara M

CFP®, Series 63, Series 65

Minneapolis, MN

Cetera

Barbara Mcfee Peisert is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. She has previously worked with Voya Financial Advisors and serves as Chief Compliance Officer at McFee Financial Group. In addition to her advisory roles, she is the Treasurer of the Financial Planning Association of Minnesota and holds a volunteer finance director position with the Alpha Omicron Pi fraternity. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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