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Financial ADVSR advisor directory · SEC adviser records

Twele Capital Management, Inc. financial advisors in Minnetonka, MN

Every SEC-registered investment adviser representative at a Twele Capital Management, Inc. office in Minnetonka, A to Z.

The short answer

3 registered advisors work at Twele Capital Management, Inc. in Minnetonka, out of 3 at the firm nationwide; it ranks number 36 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Twele Capital Management, Inc. advisors in Minnetonka, A to Z

Every Twele Capital Management, Inc. advisor →

Twele Capital Management, Inc. advisors in every city and state →Twele Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Minnetonka

All Minnetonka advisors →

Cetera Investment Advisers LLC 52Ameriprise Financial Services, LLC 44Advisornet Wealth Partners 39Principal Securities, Inc. 29Osaic Wealth, Inc. 22Park Avenue Securities LLC 19Strategic Advisers LLC 18Bluestem Wealth Partners, LLC 16Robert W. Baird & Co. Incorporated 15Captrust 12Cresset Asset Management, LLC 11Great Valley Advisor Group, LLC 11

Questions

How many financial advisors does Twele Capital Management, Inc. have in Minnetonka?

3 investment adviser representatives are registered at Twele Capital Management, Inc. offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Twele Capital Management, Inc. one of the largest advisor employers in Minnetonka?

Twele Capital Management, Inc. ranks number 36 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 52.

How do I check a Twele Capital Management, Inc. advisor in Minnetonka?

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 Twele Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.