Fee-OnlyFinder

Advisers in Lakeville, MN

2 advisers in Lakeville — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Lebens Advisory Group LLC17850 Kenwood Trail Dodd Blvd, Suite 215 · Lakeville, MN 55044 · (612) 961-0156 · Financial planningCRD 175089 · % of assets, Fixed fees · $56.9 million AUMState registeredNo commissions reportedPairone Private Wealth10645 165th St W · Lakeville, MN 55044 · (952) 234-5759 · Financial planningCRD 336860 · % of assets, Fixed fees · $2.8 million AUMState registeredNo commissions reported
Talking to advisers in Lakeville? 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.