A complete list of active advisors currently associated with Wealth Den Financial
Warmer can help you find a great advisor at Wealth Den Financial or one who fits your needs even better.
Wealth Den Financial is a state‑registered independent investment adviser serving individuals and high‑net‑worth individuals with discretionary portfolio management and financial planning services. The firm manages roughly $5.42 million in client assets across 23 clients and provides written comprehensive plans as well as hourly planning engagements. Portfolios are typically constructed using a passive approach—index mutual funds and ETFs—to achieve target asset allocations, while fundamental analysis is used selectively for individual security decisions; account supervision is guided by each client’s investment policy, risk tolerance and tax considerations. The firm accepts limited discretionary trading authority for managed accounts, and it also reviews and provides recommendations for “held‑away” accounts where it does not have trading authority; clients may impose reasonable investment restrictions. As a single‑adviser practice, the principal holds the CFP® designation, reports no related‑party affiliations, and does not accept third‑party product compensation. The firm does not aggregate trades or vote client proxies, recommends custody through Schwab’s institutional platform for execution and custody services, and the principal maintains an outside tutoring engagement while holding an insurance license but does not sell insurance products to clients.
To learn more about the advisors currently working at Wealth Den Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mound, MN
| 8
|
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