Maple Grove, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$373,851,948
ClientsTotal clients
663
AdvisorsAdvisors at this office
3
Of 4 advisors across 2 offices
Location
11242 86th Avenue North
Maple Grove MN 55369
Advisors at this office
3
Advisors at this office
John C
CFP®, Series 63
Maple Grove, MN
Dorval & Chorne Financial Advisors
John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.
Julia J
CFP®, Series 66
Maple Grove, MN
Dorval & Chorne Financial Advisors
Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.
Daniel D
CFP®, Series 63
Maple Grove, MN
Dorval & Chorne Financial Advisors
Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.
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