Retirement Resource Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advice and portfolio management to individuals (including high‑net‑worth clients), trusts, estates, and retirement plans, and also serves qualified employer plans in a 3(21) fiduciary capacity. Services include discretionary asset management through a third‑party platform (Orion Portfolio Solutions), co‑advisor and third‑party manager referrals, financial planning (including a service tailored to Federal Employees Retirement System participants), and insurance products offered through the firm’s insurance activity.
Investment programs are managed on a discretionary basis and may employ multiple strategies and analyses (fundamental, technical, cyclical) depending on client objectives and risk tolerance; account reviews are performed at least quarterly and plans are updated as requested. The firm routinely evaluates total fees when recommending third‑party managers or models and acts as a liaison to those managers while monitoring performance and client suitability.
Noteworthy distinctions include that the firm’s principal is also a licensed insurance agent and the advisory business maintains ownership and referral relationships with an affiliated insurance brokerage and with certain third‑party managers, arrangements that create potential conflicts of interest disclosed in the brochure and addressed by written procedures and the firm’s fiduciary obligation. The firm launched advisory services recently while holding longer corporate origins, manages discretionary assets exclusively (approximately $73.5 million as reported), and combines traditional investment management with plan‑level ERISA consulting and specialized federal employee retirement guidance.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$500 flat fee for plan updates
$0+: 1% annually (Orion Portfolio Solutions - Retirement Resource advisory fee, may be negotiable) $0+: 1.75% annually total (Custom Indexing - Strategic Portfolio with Gradient Investments) with 0.75% to GI and 1.00% to Retirement Resource $0+: 1.60% annually total (Strategic Portfolio with Gradient Investments) with 0.60% to GI and 1.00% to Retirement Resource $0+: 1.75% annually total (Custom Indexing - Allocation Portfolio with Gradient Investments) with 0.75% to GI and 1.00% to Retirement Resource $0+: 1.60% annually total (Allocation & Defined Outcome Portfolio with Gradient Investments) with 0.60% to GI and 1.00% to Retirement Resource $0+: 1.70% annually total (Defined Outcome Portfolio with Gradient Investments) with 0.70% to GI and 1.00% to Retirement Resource $0+: 1.50% annually total (Private Wealth Portfolio with Gradient Investments) with 0.50% to GI and 1.00% to Retirement Resource $0+: 1.00% annually total (Preservation Portfolio with Gradient Investments) with 0.40% to GI and 0.60% to Retirement Resource
Investment Advisor Representatives receive commissions for sales of insurance products as licensed insurance agents.
$250 per hour for full financial plans and individual consultation services
Ongoing financial planning assistance charged at $250 per month for 12 months after initial plan delivery
Fee-only: Hourly fees of $250 per hour for financial planning and consultation services; flat fee of $500 for plan updates; ongoing financial planning assistance fees of $250 per month for 12 months after initial plan delivery
Main office
3331 Oak Ridge Pond Way East
West Fargo ND 58078
Advisors at this office
2
Most active in
Arizona · Florida · Minnesota · North Dakota · South Dakota · Texas
Also doing business as
Retirement Resource · Retirement Resource Wealth Management, LLC · V.C. Insurance Sales, 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.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Grant H
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
Grant Hartmann is a financial advisor at Retirement Resource Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at V.C. Insurance Sales, Inc. and held academic roles at Northern State University and Bemidji State University. Retirement Resource Wealth Management, LLC provides investment advice and portfolio management services to individuals, trusts, estates, and retirement plans, including qualified employer plans. The firm employs discretionary asset management with multiple investment strategies and offers financial planning services, including specialized guidance for Federal Employees Retirement System participants.
Veronica R
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
Veronica Redfield is a financial advisor at Retirement Resource Wealth Management, LLC, with 12 years of industry experience and a Series 65 designation. She has held various roles including ownership positions in multiple holding companies and operational involvement in an insurance agency serving federal employees. Outside of finance, Redfield is a water aerobics instructor. Retirement Resource Wealth Management provides investment advice and portfolio management to individuals, trusts, estates, retirement plans, and qualified employer plans, employing multiple strategies tailored to client objectives. The firm also offers financial planning, including services for Federal Employees Retirement System participants, and integrates insurance products through affiliated brokerage activities.
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