Robert Lawson

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.

25 Years of Experience



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

Biography


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.

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My Team


Thomas Fee
Thomas Fee

Principal&ManagingPartner

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 Wealth Management. Tom has authored two separate financial applications for the financial services industry, one of which is widely used throughout the United States by some of the largest financial firms. The second application is Vector's proprietary SOJOURN® system that the firm personalizes for each client. Tom serves as a member of Vector's Investment Committee, which is responsible for security selection and client portfolio allocations. Tom has served on national advisory committee

...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 Minnesota Life (Securian) where she supervised a team of Annuity Service Technicians. Sharon is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant (ChFC®), an Accredited Investment Fiduciary (AIF®), and a licensed insurance agent. Sharon holds a Bachelor's degree from Mankato State University and a Master's degree in Financial Services (MSFS). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANN

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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 Registered Representative at NEXT Financial Group, Inc. Todd earned a Bachelor of Science degree in Architectural Engineering from the University of Wyoming in 1994.


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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