Heartworth Financial LLC

Financial planning in St Louis Park, MN

State registeredNo commissions reported

Call (612) 515-8250 Send a message Map ↗

Public-record details

Address: 6726 Walker St, St Louis Park, MN 55426
Phone: (612) 515-8250
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 332065
Registration: State registered: MN
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $396,127
Accounts managed: 5
Clients reported (Form ADV 5.D): 5
Individual / high-net-worth clients: 5 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-01

State registered (MN) investment adviser, CRD 332065, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 332065 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in St Louis Park

Affiance Financial LLC600 Highway 169 South, Suite 1750 · St. Louis Park, MN 55426 · (952) 544-9818 · Financial planningCRD 113200 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Captar Private Wealth600 Hwy 169 S, Suite 720 · St. Louis Park, MN 55426 · (612) 347-8668 · Financial planningCRD 325537 · % of assets, Fixed fees · $165.5 million AUMSEC registeredNo commissions reported Guardian Wealth Advisors, LLC1000 Shelard Parkway, 6th Floor · St Louis Park, MN 55426 · (952) 746-3211 · Financial planningCRD 143254 · % of assets, Hourly charges, Fixed fees · $300.2 million AUMSEC registeredNo commissions reported Lions Wealth Management1600 Utica Avenue South, Suite 900 · St Louis Park, MN 55416 · (612) 790-7975 · Financial planningCRD 300393 · % of assets, Fixed fees · $80.0 million AUMState registeredNo commissions reported Oakwood Capital, INC.600 Highway 169 South, Suite 1410 · St. Louis Park, MN 55426 · (952) 935-4601 · Financial planningCRD 112399 · % of assets, Hourly charges, Fixed fees · $304.2 million AUMSEC registeredNo commissions reported Secured Retirement Advisors, LLC6121 Excelsior Blvd · St Louis Park, MN 55416 · (952) 460-3260 · Financial planningCRD 144239 · % of assets, Hourly charges, Fixed fees · $255.1 million AUMSEC registeredNo commissions reported

All 7 in St Louis Park →