LifeSTAGE Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LifeSTAGE Wealth Management is a state-registered investment adviser that serves primarily individual clients and business entities, providing fee-based discretionary investment management and consulting services, including plan consulting for employer retirement plans. The firm manages approximately $74.6 million in discretionary assets through a two-advisor team and delivers ongoing portfolio management, financial planning, and retirement and estate-related consulting.
LifeSTAGE begins engagements by reviewing a client’s financial situation, goals, time horizon and risk tolerance, then assists clients in transferring assets to a custodian selected by the client (the firm most commonly recommends Charles Schwab) and manages accounts in a manner consistent with stated objectives. The firm employs a mix of fundamental, technical and cyclical analysis, uses third‑party research sources, conducts account reviews at least monthly or as conditions warrant, and relies on custodial account statements for client reporting rather than taking custody itself.
Noteworthy features include a recent change in ownership and compliance oversight (Matthew Engelmann became owner and chief compliance officer in March 2026), and operational practices that differ from many peers: LifeSTAGE aggregates trades for clients but allocates partially filled aggregated orders using a firm-specific, non-pro rata method, and it provides plan consulting primarily through participant training and online access rather than routine written plan reports. Representatives are also licensed to sell insurance and the owner provides tax-preparation services through a separate entity, which the brochure discloses as potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees negotiable based on scope and nature of consulting services
1.00% to 1.25% annually (negotiable)
Commissions earned from sale of insurance products by representatives, creating conflicts of interest.
$100 to $200 per hour for consulting services
Fee-only: Hourly fees of $100 to $200 per hour; flat fees negotiable based on service scope; consulting asset-based fees ranging from 0.25% to 2.00%
Main office
199 Coon Rapids Blvd, Suite 101
Coon Rapids MN 55433
Advisors at this office
2
Most active in
Minnesota
Also doing business as
Lifestage Wealth Management, Inc. · Miller Green Financial Advisors, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew E
Series 66
Coon Rapids, MN
LifeSTAGE Wealth Management, Inc.
Matthew Engelmann is a financial advisor at LifeSTAGE Wealth Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with LifeSTAGE since 2016. Outside of his advisory role, Engelmann is the owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management serves individual clients and business entities, offering fee-based discretionary investment management and consulting services, including employer retirement plan consulting. The firm manages approximately $74.6 million in discretionary assets and employs a blend of fundamental, technical, and cyclical analysis while conducting regular account reviews.
Jeffrey W
Series 63, Series 65
Coon Rapids, MN
LifeSTAGE Wealth Management, Inc.
Jeffrey Wickmann is a financial advisor with LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Fintegra, LLC since 2008 and has been with LifeSTAGE Wealth Management since 1997. Outside of advisory services, he operates Wickmann Tax Service, a tax preparation business. LifeSTAGE Wealth Management provides fee-based investment management and consulting to individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm uses tailored strategies based on fundamental, technical, and cyclical analysis and third-party research, managing approximately $50 million in discretionary assets for about 122 clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")