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Eden Prairie, MN Office

Team
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The Wealth Group   Austin B. Colby & Associates logo

The Wealth Group Austin B. Colby & Associates

Team

Firm-wide stats for The Wealth Group Austin B. Colby & Associates

Total advisors

12

Across 4 offices

Clients per advisor

49 Typical

Avg AUM per client

$1,203,074 Typical

HNW client ratio

47% High

About

The Wealth Group – Austin B. Colby & Associates serves individual and high‑net‑worth clients with discretionary and non‑discretionary portfolio management, financial planning and consulting, and managed‑account services. The firm advises across cash, equities, mutual funds, bonds and annuities and may recommend wrap‑fee program accounts for clients when appropriate.

Advice and portfolios are tailored to each client’s objectives, time horizon and risk tolerance, using asset‑allocation frameworks along with techniques such as dollar‑cost averaging, technical analysis and both long‑ and short‑term trading; accounts are reviewed at least semi‑annually. To manage held‑away retirement assets and limit custody exposure, the firm uses a third‑party aggregation platform (Pontera, formerly FeeX) to link and rebalance defined‑contribution and other held‑away accounts, and it performs periodic due diligence on service providers that use artificial‑intelligence components.

The firm’s marketing and business model include some less common features for a team of its size: it participates in the Ramsey Solutions SmartVestor third‑party promoter program and pays a flat membership advertising fee to receive leads, and it acts as a sponsor for wrap‑fee programs. Advisors are also licensed insurance agents who may offer commissionable insurance products as an ancillary service, and the firm recommends a primary custodian relationship with Raymond James for execution and reporting.

Based on The Wealth Group Austin B. Colby & Associates

Expertise

Annuities General estate planning guidance

Based on The Wealth Group Austin B. Colby & Associates

Location

14850 Scenic Heights Road, Suite #100

Eden Prairie MN 55344

Advisors at this office

6

Advisors at this office

user avatar

Jaron K

Series 65

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Annuities General estate planning guidance
user avatar

Grant B

Series 65

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Grant Bennett is a Series 65 credentialed advisor at The Wealth Group – Austin B. Colby & Associates with experience spanning several educational and retail roles. His work history includes positions at Target, Crown College, Maranatha Christian Academy, and Parnassus Preparatory School prior to joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies that include asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Annuities General estate planning guidance
user avatar

Jacob F

Series 65

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Jacob Ferrin is a Series 65-licensed financial advisor at The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, with one year of industry experience. Before joining the firm, he worked at Hazeltine National Golf Club for four years and was a full-time student for over a decade. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm tailors advice and portfolios to clients’ objectives using asset-allocation frameworks and various trading techniques, with regular account reviews and third-party aggregation to manage held-away assets.

Annuities General estate planning guidance
user avatar

Paige H

Series 66

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Paige Heltemes is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. She has worked at several firms including Raymond James Financial Services and Paul A Knier, Inc. prior to joining her current team. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies including asset allocation, technical analysis, and managed accounts, reviewing client portfolios at least semi-annually.

Annuities General estate planning guidance
user avatar

Daniel J

CFP®, Series 66

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Daniel Johnson is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates. He has previously worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. In addition to his advisory role, Johnson is a licensed independent insurance agent in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides financial planning, portfolio management, and consulting services to individual and high-net-worth clients. The firm uses tailored investment strategies and employs techniques such as asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Annuities General estate planning guidance
user avatar

Michael E

CFP®, Series 63, Series 66

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Michael Earl is a CFP® professional with 16 years of experience in the financial services industry. He is currently with The Wealth Group – Austin B. Colby & Associates, where he has worked since 2021. Prior to this, he was with Raymond James Financial Services Advisors Inc. from 2013 to 2021. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, assisting with oversight of the church’s finances. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm customizes advice and portfolios to client objectives and risk tolerance, utilizing asset allocation, technical analysis, and trading strategies, and employs third-party platforms to manage held-away retirement assets.

Annuities General estate planning guidance
View complete list of advisors at this office
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