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Lions Wealth Management financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Lions Wealth Management office in Minnesota, by city and A to Z.
The short answer
3 registered advisors work at Lions Wealth Management in Minnesota, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Chisago City (1). 1 list the CFP designation and 0 are also registered broker representatives.
Lions Wealth Management advisors by city in Minnesota
Every firm in Minnesota →Lions Wealth Management advisors in Minnesota, A to Z
Search by name →- Nathan A. KrampeSt Louis Park · Certified Financial Planner
- David K. PungChisago City
- Charles M. TararaMendota Heights · Chartered Financial Consultant
Lions Wealth Management advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Lions Wealth Management financial advisors are in Minnesota?
3 investment adviser representatives are registered at Lions Wealth Management offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Lions Wealth Management have the most advisors?
Chisago City, with 1, then Mendota Heights (1). Lions Wealth Management has advisors in 3 cities in Minnesota.
How do I check a Lions Wealth Management advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lions Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.