Advisers in Shoreview, MN

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

All advisers

Great Waters Financial4100 Lexington Ave N, Suite 100 · Shoreview, MN 55126 · (612) 360-2127 · Financial planningCRD 308215 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Guide Financial Planning3600 Lexington Ave N, Ste 204 · Shoreview, MN 55126 · (651) 461-2121 · Financial planningCRD 170734 · % of assets, Fixed fees · $69.9 million AUMState registeredNo commissions reported Solidity Financial LLC520 West Highway 96, Suite 300 · Shoreview, MN 55126 · (651) 330-8746 · Financial planningCRD 157308 · % of assets · $73.5 million AUMState registeredNo commissions reported

Talking to advisers in Shoreview? 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.