Advisers in Excelsior, MN

3 advisers in Excelsior — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cookson Financial, LLC500 Lake St, Suite 205 · Excelsior, MN 55331 · (952) 401-7697 · Financial planningCRD 142407 · % of assets, Hourly charges · $47.7 million AUMState registeredNo commissions reported Excelsior Investors34 Water Street, Suite 8 · Excelsior, MN 55331 · (952) 941-2795 · Financial planningCRD 108048 · % of assets, Fixed fees · $242.0 million AUMSEC registeredNo commissions reported Modus Advisors, LLC23505 Smithtown Road, Suite 290 · Excelsior, MN 55331 · (952) 946-1000 · Financial planningCRD 291204 · % of assets, Hourly charges, Fixed fees · $601.1 million AUMSEC registeredNo commissions reported

Talking to advisers in Excelsior? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.