Palisade Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,190,700,471
Clients
104
Advisors
6
of 10 employees
About
Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high‑net‑worth individuals, and also serves individuals, nonprofit organizations, corporations, and ERISA company retirement plans. Advisory services include individualized portfolio construction, selection of other advisers, and retirement‑plan consulting with implementation and participant education.
The firm’s investment approach emphasizes long‑term holdings in high‑quality growth equities (including distinct High Quality and Core Growth strategies) along with conservative, investment‑grade fixed‑income management that typically uses laddered maturities and tax‑aware municipal selections. Portfolios are tailored to client directives, risk tolerance, liquidity needs, and tax considerations, and may incorporate third‑party managers, mutual funds, ETFs, or separately managed account programs to achieve diversification or complementary exposures.
Notable features include managing over $1.2 billion of discretionary assets across a small advisory team, implying an unusually high level of assets per advisor relative to peers. Palisade also highlights ERISA plan implementation and participant education as part of its service set, a regional tilt in its Core Growth equity holdings (many companies with an Upper Midwest presence), and the use of separately managed account programs and custodial platform services that can involve additional program fees.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000
Main office
100 South Fifth Street, Suite 420
Minneapolis MN 55402
Advisors at this office
6
Most active in
California · Colorado · Delaware · Florida · Illinois · Minnesota · New Hampshire · South Dakota · Texas · Virginia · Wisconsin · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Josiah L
CFP®, Series 65
Minneapolis, MN
Palisade Asset Management, LLC
Josiah Larson is a CFP® with six years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Quantitative Advantage, LLC, and United Health Group, Inc. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm’s investment approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client objectives, incorporating various investment vehicles to achieve diversification.
Jennifer M
CFA®
Minneapolis, MN
Palisade Asset Management, LLC
Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.
Shawn E
CFA®, Series 63
Minneapolis, MN
Palisade Asset Management, LLC
Shawn Eells is a CFA® charterholder with seven years at Palisade Asset Management, LLC and over 12 years of prior experience at UnitedHealth Group. He holds a Series 63 license and is based in Minneapolis, MN. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income strategies, tailoring portfolios to client objectives and utilizing third-party managers and diversified investment vehicles.
Robert L
CFP®, Series 63, Series 66
Minneapolis, MN
Palisade Asset Management, LLC
Robert Lawson is a CFP® with 17 years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC since 2020. He previously worked at Sns Financial Group, LLC (D/B/A Vector Wealth Management) and Vector Wealth Management, LLC. Outside of his financial advisory role, he is a musician performing guitar and vocals in two rock bands, POPBANG! and The Soul Trustees. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofits, corporations, and ERISA company retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment strategies.
Paul K
Series 63, Series 65
Minneapolis, MN
Palisade Asset Management, LLC
Paul Kronlokken is a financial advisor with Palisade Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 17 years of experience at the firm since 2009. He is part of a six-advisor team at Palisade. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities combined with conservative fixed-income strategies tailored to client needs and risk tolerance.
Ryan W
CFP®, CFA®, Series 63
Minneapolis, MN
Palisade Asset Management, LLC
Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client objectives and incorporating diverse investment vehicles.
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