A complete list of active advisors currently associated with Investors Choice
Warmer can help you find a great advisor at Investors Choice or one who fits your needs even better.
The firm provides financial planning, investment advisory and portfolio management services to individual clients, managing accounts on a discretionary basis and directing custody through a third‑party custodian. It manages approximately $1.41 million across a small number of client accounts and accepts modest account sizes, delivering periodic account statements and client reviews. Investment programs are customized to each client’s goals, risk tolerances and financial circumstances, using a mix of analysis techniques (fundamental, technical, charting, cyclical) and research sources such as Morningstar, S&P and Moody’s. Portfolios may include mutual funds, ETFs, stocks, bonds, options, CDs, annuities and other instruments, and the firm typically has authority to execute trades without prior consultation with the client. A distinctive aspect of the firm is that it also sells insurance products and may receive commission compensation from insurance companies (disclosed in the brochure), and it offers fixed and variable annuities as part of its investment menu. This dual role as a fee‑based advisor and insurance producer is less common among independent firms and is addressed through the firm’s written disclosures and Code of Ethics, alongside a long operating history dating to 1999.
To learn more about the advisors currently working at Investors Choice, 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 |
|---|---|---|
Stillwater, MN
| 8
|
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