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Redhawk Wealth Advisors, Inc.

Updated today

Client AUM

$1,378,235,208

Clients

3,118

Advisors

42

across 36 offices

About

Redhawk Wealth Advisors provides discretionary and non‑discretionary wealth management, financial planning, and retirement-plan advisory services to a broad set of clients including individuals, high‑net‑worth families, estates, trusts, retirement plans, and charitable organizations. The firm also supports multi‑generational wealth needs, separately managed accounts, held‑away account oversight, and educational seminars as part of its advisory offering.

Investment management is built around strategic and tactical asset allocation across equities, fixed income, mutual funds, ETFs, and, where appropriate, alternative investments, with portfolios monitored by a weekly investment committee. For certain strategies Redhawk incorporates third‑party “signal” providers and uses custodial and reporting platforms (e.g., Schwab and Orion) while retaining final discretionary authority over client accounts.

Distinctive elements include work with insurance industry clients and the fact that some advisors are licensed insurance agents; the firm maintains an affiliated insurance agency (Redhawk Marketing Group) and explicitly offers captive insurance company account management (standard CIC and an ET Group captive program). Redhawk’s structure also reflects a mix of advisor registrations (including some broker‑dealer relationships and dual RIA registrations) that are disclosed in the brochure and can affect how certain insurance and brokerage products are offered.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees are fixed fees between $250 and $2,500

Percentage

$0 - $4,999: Flat $50 annually $5,000+: Up to 1.75% annually, negotiable and varies by account size, complexity, and activity

Other

Account minimum: $1,000 Minimum fee: Starters Accounts (< $5,000) have a flat annual fee of $50 Fee-only: Financial planning services typically charged as fixed fees ranging from $250 to $2,500 depending on scope and complexity

Main office

See office

8500 Normandale Lake Blvd, Suite 960

Minneapolis MN 55437

Advisors at this office

2

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming

Also doing business as

Ace Tax & Financial · Ace Tax & Financial, Inc. · Alink Capital Preservation And Risk Management, LLC · Alink Captive Insurance Services · Alliance Financial Group · Alpine Investment Management · Annuity Benefits Counselors, Inc. · Aspen Creek Capital Management LLC · Atlas Wealth Management · Chadwick Financial Services · Chamberlain Advisory Group, Inc · Clear Financial Strategies, LLC · Cox And Company, LLC · Criterium Financial Advisors, Ltd. · Dgl Capital · Di Fiducia LLC · Elleman Investment Management · Equity Financial Group · Et Investments Inc. · Financial Fitness Group, LLC · Financial Independence Team, LLC · Financial Strategies Group · Firstfruits Asset Management · Focused Financial Solutions · Greene Financial Services, Inc. · Iluma Financial Partners · Integrity Financial Services, LLC · James C Neathery & Associates · K & A Wealth Advisors · Keep Your Wealth LLC · Kingdom Calling · Lange Financial Advisors, Inc. · Living Benefits, LLC · Lowry Financial Advisors, Inc. · Nuvo Wealth · Origin Financial Group LLC · Panichi Blair Wealth Advisors · Patten Financial Group, LLC · Plan Wise · Ray Hodges Financial Group · Redhawk Wealth Advisors (No Dba Name) · Redhawk Wealth Advisors, Inc. · Retirement Visions · Scf Wealth, LLC · Scott Greenameyer Wealth Advisor · Sfg Tax Advisors, LLC · Sis Services · Strom Financial · Sun City Financial · Synchronized Wealth Strategies LLC · Tan Financial Solutions · Tcg Prosperity · The Financial Legacy Group · The Wittman Group, Inc. · Thompson Wealth Management · Top Rank Advisors LLC · Valley Marketing And Consulting · Wealth Strong Life Solutions · West End Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Boniface C

Series 65

Minneapolis, MN

Redhawk Wealth Advisors, Inc.

Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Boon Ser T

Series 65

Oklahoma City, OK

Redhawk Wealth Advisors, Inc.

Boon Ser Tan is a financial advisor with Redhawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Nathan W

Series 65

Parker, CO

Redhawk Wealth Advisors, Inc.

Nathan Willis is a financial advisor with Redhawk Wealth Advisors, Inc. based in Parker, CO, holding a Series 65 designation and nine years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and is also involved with BWRisk Insurance Company and Alink Captive Insurance Services. Outside of his advisory role, Willis provides education on 401(k) accounts and serves as an independent consultant for a valuation firm. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee, and provides services such as multi-generational wealth planning, separately managed accounts, and educational seminars.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Robert B

Series 63, Series 66

Cedar Park, TX

Redhawk Wealth Advisors, Inc.

Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Katrina S

Series 63, Series 65

Flint, MI

Redhawk Wealth Advisors, Inc.

Katrina Savage is a financial advisor with Redhawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Redhawk Wealth Advisors since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and trust funding services. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, with portfolios monitored by a weekly investment committee, and provides specialized services including multi-generational wealth planning and captive insurance company account management.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Peter T

Series 66

Minneapolis, MN

Redhawk Wealth Advisors, Inc.

Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked for Focus Financial Network and Royal Alliance Associates for 20 years. He serves as a board member and treasurer for his local townhome association. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation monitored by a weekly investment committee and offers specialized services including multi-generational wealth planning and captive insurance company account management.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Allen B

Series 63, Series 65

Ponte Verda, FL

Redhawk Wealth Advisors, Inc.

Allen Bronton is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Clear Financial Strategies, LLC, Wealth Preservers, LLC, Cambridge Investment Research Advisors, and Cetera Wealth Services, LLC. He owns and operates Wealth Preservers, LLC, a fixed insurance agency providing risk management solutions. Redhawk Wealth Advisors delivers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach integrates strategic and tactical asset allocation with oversight by a weekly investment committee and incorporates various investment vehicles and third-party signal providers where appropriate.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Dennis P

ChFC®, Series 63, Series 65

Kingston Springs, TN

Redhawk Wealth Advisors, Inc.

Dennis Pascarella is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and The Financial Legacy Group. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios monitored by a weekly investment committee.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Peter W

ChFC®, Series 63, Series 65

Franklin, TN

Redhawk Wealth Advisors, Inc.

Peter Wittman is a financial advisor with Redhawk Wealth Advisors, Inc. in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at Redhawk Wealth Advisors since 2014 and also serves as president of The Wittman Group, Inc., an insurance sales business he has led since 2006. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm focuses on strategic and tactical asset allocation across various asset classes and offers services including multi-generational wealth management, educational seminars, and captive insurance company account management.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Matthew R

Series 66

Farmington, CT

Redhawk Wealth Advisors, Inc.

Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Scott G

Series 65

Hendersonville, TN

Redhawk Wealth Advisors, Inc.

Scott Greenameyer is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. Prior to joining Redhawk in 2020, he worked at Atlas Wealth Management and William Jordan Investments. He is also the CEO of Spectrum College Funding, Inc., which provides fee-based college planning services including financial aid guidance and test preparation. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation monitored by a weekly committee and includes offerings such as separately managed accounts, held-away account oversight, and educational seminars.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Evonne R

Series 63, Series 65

Littleton, CO

Redhawk Wealth Advisors, Inc.

Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Deborah J

Series 65

Flint, MI

Redhawk Wealth Advisors, Inc.

Deborah Joseph is a Series 65-licensed advisor at Redhawk Wealth Advisors, Inc. in Flint, MI, with five years of industry experience. She also serves as an insurance agent at Alliance Financial Group, focusing on life insurance, annuity sales, and Medicare supplement plans. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses strategic and tactical asset allocation across various investment vehicles and incorporates third-party signals in some strategies, maintaining final discretionary authority.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Timothy E

CFP®, Series 63, Series 65, Series 66

St. Louis Park, MN

Redhawk Wealth Advisors, Inc.

Timothy Evon is a financial advisor at Redhawk Wealth Advisors, Inc. with 33 years of industry experience. He holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Redhawk in 2023, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is a member or owner of several business entities related to office management and investment activities. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, with portfolios overseen by a weekly investment committee.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Christopher K

Series 66

Fairfield Township, OH

Redhawk Wealth Advisors, Inc.

Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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