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.
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 |
Qualifications & Memberships |
Financial Organization Memberships: | National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA), 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: | Fee-Based |
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 |
Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Wealth management has gotten complex. We have a unique process to make it simple.
Sharon Calhoun
Principal
Todd Stueve
Principal, Senior Wealth
Tyler Schelhaas
Principal, Senior Wealth
Joseph Grochowski
Senior Wealth Advisor
John Tenley
Senior Wealth Advisor
Jason Ranallo
Director-Portfolio Mgmt
Daniel Powers
Principal-Portfolio Mgmt
Jacob Ranallo
Portfolio Mgmt Group
Michael Mayer
Portfolio Mgmt Group
David Moser
Advanced Planning
Christopher Wagner
Advanced Planning
Suzanne Klapperich
Adv Plan/Client Services
Melissa Hoffman
Adv Plan/Client Services
Kate Winton
Client Services
Jacob Fee
Internal Advisor Support
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
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 |