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Qualifications of Financial Advisor in Hopkins

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Financial Advisors in Hopkins, Minnesota
Financial Advisor Office Location Phone Number
Joe Schwarz,
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC
50 South Sixth Street,
Minneapolis, MN  55402
(612) 355-4365
Frank Rezack,
Evergreen Financial Group
708 North 1st Street,
Minneapolis, MN  55401
(612) 339-5352
Robert Lawson,
Vector Wealth Management
43 Main Street SE,
Minneapolis, MN  55414
(612) 378-7560
Nate Pribyl,
Financial Engines Advisors, LLC
9483 Garland Lane,
Maple Grove, MN  55311
(763) 494-8889
John Severy-Hoven, CFP®, MBA,
Oracle Financial Planners LLC
1595 Selby Avenue,
Saint Paul, MN  55104
(651) 442-0465
Alex Reader,
Financial Engines Advisors, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN  55125
(651) 714-9505
Nate Pribyl,
Financial Engines Advisors, LLC
3157 Superior Dr NW,
Rochester, MN  55901
(763) 494-8889

Information on Qualified Financial Advisors in Hopkins

Qualifications CRD# 147384
FirmCRD# 147384
Series 63

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 50 South Sixth Street,
#1405,
Minneapolis,
MN 
55402
Phone Number (612) 3554365

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active member of the Board of Directors for Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.

About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.



Qualifications CRD# 2458612
FirmCRD# 13609
Series 6, 7, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 708 North 1st Street,
Suite 342,
Minneapolis,
MN 
55401
Phone Number (612) 3395352

Frank has been an Independent Financial Advisor with Berthel Fisher Financial Services since 2001. He attended Concordia College in Moorhead, University of Minnesota Twin Cities and Carlson School of Management. Frank has over 20 years experience in financial planning and wealth management. Frank is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. Frank is an avid hiker and has hiked both the Lake Superior National Trail and the Appalachian Trail. He likes to cook and loves great food and wine...not necessarily in that order.

About Evergreen Financial Group

THE APPOINTMENT IS FREE. THE ADVICE IS PRICELESS. Since 1994, Frank Rezack and Jonathan Pyne and the staff of Evergreen Financial Group have been dedicated to helping investors accumulate, protect, and enjoy their wealth. We believe investors should not be chasing financial rainbows. In fact, our goal is to help our investors achieve their financial goals, and work towards attractive returns. Isn't that what we all really want? We believe that gambling and investing are not the same thing. We have an obligation to guide our investors in directions that will maximize the possibility of achieving their financial objectives. We offer a full range of investments. We focus on those that are based on real value, offer a high degree of stability, and frequently pay significant dividends or interest. The best way to find out about what we do is to make an appointment.



Qualifications CRD# 4090584
FirmCRD# 152667

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 43 Main Street SE,
Suite 236,
Minneapolis,
MN 
55414
Phone Number (612) 3787560

Bob Lawson joined Vector Wealth Management in 2016 as a Senior Wealth Advisor. Bob's comprehensive approach to managing wealth incorporates his extensive knowledge of personal finance, investment management, charitable planning, wealth transfer, tax and estate planning, private banking and fiduciary and trust services. Bob is a member of Vector's Investment Committee, responsible for securities selection and client portfolio allocations. Bob's focus is on the client experience, building positive and trusting relationships through servant leadership, leading with integrity and simply doing what is right. Prior to joining Vector, Bob served in senior wealth advisor and leadership roles in the banking industry. Bob is a CERTIFIED FINANCIAL PLANNER" professional and a Certified Public Accountant. He earned a Bachelor of Science degree in Accounting from the University of Minnesota, Carlson School of Management, and a Master's degree in Finance from the University of St. Thomas. He is an active member of the Twin Cities Estate Planning Council, the Financial Planning Association® and the Minnesota Society of CPAs. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Vector Wealth Management

Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program. Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely- individuals with investment real estate. Clients of Vector Wealth Management can benefit from the following defining characteristics: -Fiduciary approach acting only and solely in the clients' interest -Proprietary wealth planning software application, SOJOURN® -Strategic, customized, tax efficient financial planning -Collaborative team approach with strong client relationships as a centerpiece -Disciplined investment process focusing on providing long- term liquidity, stability, and growth while managing volatility -Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before. In 2017, Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS") which was formed in 2010. Together, we continue to do business as Vector Wealth Management.



Qualifications CRD# 5835667
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 9483 Garland Lane,
Maple Grove,
MN 
55311
Phone Number (763) 4948889

Joined Financial Engines in 2013. Began his career in the financial services industry in 2010. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Is a head coach for the Prior Lake, Minnesota boys hockey team. Hometown of Roseville, MN. Nate enjoys spending time with his family, summers on the lake, coaching and playing hockey.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4495513
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1595 Selby Avenue,
Suite 213,
Saint Paul,
MN 
55104
Phone Number (651) 4420465

John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner (CFP) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.

About Oracle Financial Planners LLC

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.



Qualifications CRD# 5595998
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1960 Donegal Drive Suite 40,
Woodbury,
MN 
55125
Phone Number (651) 7149505

Joined Financial Engines in 2017. Began his career in the financial services industry in 2007. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration & Finance from University of Kansas. Married to Ariel and they have a dog named Ember. Alex enjoys listening to live music, biking and attending pro sporting events. He has also visited all states except for Alaska.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5835667
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 3157 Superior Dr NW,
Rochester,
MN 
55901
Phone Number (763) 4948889

Joined Financial Engines in 2013. Began his career in the financial services industry in 2010. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Is a head coach for the Prior Lake, Minnesota boys hockey team. Hometown of Roseville, MN. Nate enjoys spending time with his family, summers on the lake, coaching and playing hockey.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Hopkins, Minnesota
Roxbury Capital Management Llc Minnetonka, MN
CTB Financial Services, Ltd. Minneapolis, MN
Sovereign Wealth Solutions, Inc. Eden Prairie, MN
Securus Wealth Management Minneapolis, MN
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