A complete list of active advisors currently associated with Financial Empowerment LLC
Warmer can help you find a great advisor at Financial Empowerment LLC or one who fits your needs even better.
Financial Empowerment LLC provides comprehensive financial planning, discretionary investment supervisory services and consulting to individual and high‑net‑worth clients. The firm delivers written financial plans and ongoing account supervision, and offers both customized individual portfolios and model-based portfolio programs. The firm combines client interviews and documented objectives to recommend either individualized portfolios that may include stocks, bonds, mutual funds and annuities, or ETF‑only model portfolios that are rebalanced on a quarterly schedule. Most advisory relationships are managed on a discretionary basis with guidance driven by clients’ stated goals, time horizon, tax considerations and any reasonable investment restrictions clients impose. Distinctive features include a small, two‑advisor SEC‑registered adviser that recently transitioned to SEC registration as assets grew, and its Cornerstone program of ETF‑based model portfolios implemented through a custody relationship with Schwab. The brochure also discloses operational practices that may differ from peers, including aggregate block trading for execution and a firm policy of not voting client proxies (clients retain proxy voting responsibility).
To learn more about the advisors currently working at Financial Empowerment LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burnsville, MN
| 8
| |
Burnsville, MN
| 14
|
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