Robert Lawson
Vector Wealth Management

Tel: (612) 378-7560
43 Main Street SE
Suite 236
Minneapolis, MN 55414

Understanding and Confidence Around Your Financial Life

Vector Wealth Management | Financial Advisor in Minneapolis ,MN


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.


General Information

Firm Start Year:   1993
No.of Employees:   20-49
States Licensed in:   MN AZ CA FL IL LA NC ND PA TN TX WI
Number of Years with Current Firm:   25


Qualifications & Memberships

Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA) , Paladin Registry , Minnesota Society of CPAs , National Association of Estate Planners & Councils (NAEPC)


Firm Information

Firm's Number of Clients:   900
Assets Managed by Firm:   $1 Billion


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1% or less
Additional Details on Charges:   0.85% over $1 million;
0.75% over $3 million;
0.65% over $5 million


Board Positions

Organization:  The MacPhail Center for Music  Minneapolis, MN
Position :  Board Member

Education

Bachelor of Science in Business - Accounting  University of Minnesota - Minneapolis, MN
-

Master of Business Administration - Finance  University of St. Thomas - St. Paul, Minnesota
-



Faqs

  • Do you have a customer satisfaction or refund policy? Vector does not have a written refund, however our advisor agreement can be ended with 30 days notice by either party. Vector gauges customer satisfaction by our retention ratio. We are very proud to have a retention ratio of over 95% and, prior to merging a smaller firm into us this year, our average client tenure was 10.4 years. The majority of Vector's original client base continues to trust Vector as their primary Wealth Advisor and have offered to be references.
  • What are your qualifications? What is your education background? Thomas G. Fee: I founded Vector Wealth Management in 1993. Throughout my years in financial services career I have:
    • A bachelor's degree in Finance from the University of Colorado
    • Served on national advisory committees
    • Spoken at national conferences
    • Acted as wealth advisor for Today's Business Radio
    • Authored two financial applications
    The two financial applications are: SOJOURN®, our firm's proprietary financial software, and another application that is used by financial firms across the country.
  • What is your approach to financial planning? Vector Wealth Management adopts a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise. You will receive services from:
    • an advisor
    • a portfolio manager
    • an advanced planning specialist
    Your relationship begins by the Vector team listening and developing a SOJOURN® wealth plan, a proprietary application and process which serves as your financial foundation for refined decision making.
  • What services do you offer? 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
  • How many clients do you currently manage? Clients have trusted Vector Wealth Management with over $1 billion of assets under management representing 900 families.
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Robert Lawson

Robert Lawson

CERTIFIED FINANCIAL PLANNER™ Certificant, Masters in Finance, CPA


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.

My Services


Financial Advice & Consulting

Our goal is to give our clients an understanding and confidence around their financial lives that they have not had before.

My Team


Thomas Fee

Thomas Fee


Principal

Tom Fee is a Principal and Managing Partner of Vector Wealth Management, which he founded in 1993. Tom began his career in the industry with a firm that had managed his money for 15 years. Once there, he realized that the services and processes were not as robust or client- centric as possible and involved a commission only structure. It appeared to Tom that he could best serve his clients by working with a firm that had a fee-based relationship with its clients; the result was Vector We ...more

Sharon Calhoun

Sharon Calhoun


Principal

Sharon Calhoun joined Vector Wealth Management in 2000. Her persistent attention to detail enables her to serve as both a Principal of the firm and the Director of the Advanced Planning group. Sharon's team is centrally responsible for the individualized preparation and maintenance of SOJOURN®, as well as retirement, estate, insurance, and tax planning. Sharon has 17 years of experience in the financial industry. Prior to joining Vector, she worked as an Annuity Services Specialist with ...more

Todd Stueve

Todd Stueve


Principal, Senior Wealth

Todd Stueve is an Advisor who co-founded SNS Financial Group, LLC ("SNS") in 2010. In January 2017, Vector Wealth Management, LLC acquired majority ownership interest in SNS, and together we do business as Vector Wealth Management. Todd has been in the financial services industry since 1998. He serves as a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. Prior to SNS, Todd was as a ...more

Tyler Schelhaas

Tyler Schelhaas


Principal, Senior Wealth

Tyler Schelhaas joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. Tyler brings over 13 years of financial advisory experience to Vector, and he serves as a Principal, Senior Wealth Advisor and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Tyler jo ...more

Joseph Grochowski

Joseph Grochowski


Senior Wealth Advisor

Joe Grochowski joined Vector Wealth Management in 2011. He brings over 12 years of financial advisory experience to Vector Wealth Management and is a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Prior to joining Vector, he was head of the Investment Services Department for a bank in the Twin Cities. Joe is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant® (ChFC®), and an Accredited As ...more

Robert Lawson

Robert Lawson


Senior Wealth Advisor

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 ...more

John Tenley

John Tenley


Senior Wealth Advisor

John Tenley joined Vector Wealth Management in 2017, when Vector Wealth Management, LLC acquired a majority ownership interest in SNS Financial Group, LLC ("SNS"). Together we do business as Vector Wealth Management. John has been in the financial services industry since 2006. He is a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. John served as an Private Wealth Manager with SNS do ...more

Kyle Matkaitis

Kyle Matkaitis


Senior Wealth Advisor

Kyle Matkaitis joined Vector Wealth Management in 2017. He serves as a Senior Wealth Advisor and a member of Vector's Investment Committee. Kyle has been in the financial services industry since 2009. Prior to joining Vector, he was a Financial Consultant at Fidelity Investments, and in the Retirement Benefits Group at AXA Equitable. Kyle is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Business Management from St. Ambrose University. Certified Financ ...more

Jason Ranallo

Jason Ranallo


Director-Portfolio Mgmt

Jason Ranallo joined Vector Wealth Management in 2005 and leads the Portfolio Management Group, which works closely with advisors to develop short- and long-term portfolio allocation strategies to help clients achieve their goals. Jason is also a key member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Jason has 13 years of experience in the financial industry. Prior to joining Vector, he worked with an investment bank ...more

Daniel Powers

Daniel Powers


Principal-Portfolio Mgmt

Dan Powers joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. With over 10 years of financial advisory experience, Dan is a Portfolio Manager and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Dan joined SNS in 2010 as a Charter Member and Advisory Re ...more

Jacob Ranallo

Jacob Ranallo


Portfolio Mgmt Group

Jake Ranallo joined Vector Wealth Management in 2011 and is a member of the Portfolio Management Group, working closely with advisors to develop short and long-term portfolio allocation strategies to help clients achieve their goals. Jake assists with monitoring portfolios on a daily basis, conducting research, and providing updates on specific investments. He holds a Bachelor's degree in Accounting/Finance from St. John's University.

Michael Mayer

Michael Mayer


Portfolio Mgmt Group

Mike Mayer joined Vector Wealth Management in 2017. He serves as a member of the Portfolio Management Group at Vector. Mike has been in the financial services industry since 2014. Prior to joining Vector, he was a New Business Specialist at Pacific Life. He holds a Bachelor's degree in Finance from the University of St Thomas.

Krista Reeves

Krista Reeves


Adv Plan/Client Services

Krista Reeves joined Vector Wealth Management in 2007 and is a member of the Advanced Planning/Client Services team. Krista assists with the preparation of SOJOURN® prior to client meetings, contributes to advanced financial planning, assists in account maintenance, processes cash flows, and carries out various projects for the firm. She is also responsible for accounts payable. Prior to joining Vector, she worked as an assistant loan processor. Krista is a CERTIFIED FINANCIAL PLANNER" ...more

Eric Arndt

Eric Arndt


Adv Plan/Client Services

Eric Arndt joined Vector Wealth Management in 2015 and is a member of the Advanced Planning/Client Services team. Utilizing over 10 years of banking and wealth management experience, Eric works closely with Advisors and the Portfolio Management Group to create personalized wealth management plans using the proprietary SOJOURN® system and to implement financial planning strategies for Vector's wide range of clientele. Additionally, Eric assists in account maintenance to provide the highe ...more

David Moser

David Moser


Advanced Planning

David Moser joined Vector Wealth Management in 2015 and is a member of the Advanced Planning Group. David works closely with Advisors and the Portfolio Management Group to help identify and implement advanced financial planning strategies for Vector's wide range of clientele. Additionally, he monitors and manages client accounts and interfaces with Vector's strategic alliances on a daily basis to provide the highest level of service for clients. Prior to joining Vector, David was respon ...more

Christopher Wagner

Christopher Wagner


Advanced Planning

Chris Wagner joined Vector Wealth Management in 2017. He serves as a member of Advanced Planning at Vector. Chris has been in the financial services industry since 2011. Prior to joining Vector, he was a Financial Planning Assistant.at a Twin Cities Investment Advisory firm. Chris is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Finance the University of Minnesota Duluth. Certified Financial Planner Board of Standards Inc. owns the certification marks ...more

Suzanne Klapperich

Suzanne Klapperich


Adv Plan/Client Services

Suzy Klapperich joined Vector Wealth Management as a member of the Advanced Planning/Client Services team in 2015. She is passionate about helping clients achieve their financial goals so they can fully enjoy their retirement years. Prior to joining Vector, Suzy worked as an Account Executive at AdvisorNet Insurance, where she learned the importance of preparing your financial plan for catastrophic events. Suzy brings her expertise of life, disability and long term care insurance to V ...more

Melissa Hoffman

Melissa Hoffman


Adv Plan/Client Services

Melissa Hoffman joined Vector Wealth Management as part of the Advanced Planning/Client Services team in 2015. She handles many aspects of client communication and will often be your first point of contact when you call Vector or arrive for a meeting. Melissa coordinates the client meeting schedule, manages correspondence, assists with account maintenance, and handles other service- related items. Melissa is a Registered ParaplannerSM and an integral part of the Vector team, carrying o ...more

Katherine Poley

Katherine Poley


Client Services

Kate Poley joined Vector Wealth Management in 2017. She serves as a member of the Client Services team at Vector, assisting in account set up and maintenance, along with carrying out various projects for the firm. Kate has over 20 years of customer service experience. Prior to joining Vector, she was a Meeting and Event Planner and an Executive Administrative Assistant. Kate holds a Bachelor's degree from Connecticut College.

Jacob Fee

Jacob Fee


Internal Advisor Support

Jake Fee joined Vector Wealth Management in 2017. He serves as internal support for advisors at Vector. Prior to joining Vector, Jake was with Faelon Partners. He is a Registered ParaplannerSM and holds a Bachelor's' degree in Finance from the University of St Thomas.

Ezra Firkins


Communications

Communities Served

Afton Andover
Anoka Bayport
Cedar Champlin
Chanhassen Chaska
Circle Pines Cottage Grove
Dayton Excelsior
Farmington Forest Lake
Hamel Hanover
Hopkins Houlton
Hugo Inver Grove Heights
Lake Elmo Lakeland
Lakeville Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Newport Osseo
Plymouth Prior Lake
Rogers Rosemount
Saint Paul Saint Paul Park
Savage Shakopee
South Saint Paul Spring Park
Stillwater Vermillion
Victoria Wayzata
Willernie Wyoming
Serve clients throughout the United States

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Awards & Recognitions


Five Star Wealth Manager
(01/01/2018)

2017 2016 2015? more

Social Networks


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