Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
Financially Fluent Advisors
Registered Phone: (612) 347-8600, 701 4th Ave S, Suite 1500
Minneapolis, MN 55415
Phone Number
“Wherever you want to go, we'll help you get there”
Advisor Profile
Trisha Qualy
Name:  Trisha Qualy
Website:  Visit Website

About Financially Fluent Advisors

Conversation and communication are the basis of planning with Financially Fluent. First, we get you organized. We look at all your accounts, assets, and liabilities to get a panoramic view of your financial life. Then, we talk about your goals. We help you think through short, mid, and long-term aspirations. Understanding your values is equally important, and we will be sure your goals and values align. After, we put together a documented plan. Since we understand that the process can be overwhelming, we deliver meaningful action items which can lead to immediate results. Ongoing, we create a dynamic plan, updating and adjusting as your life changes. Whether it is retirement, birth of a child, purchase of a new home, or the passing of a loved one, we will be with you along the way. We look to diversify portfolios with a variety of investments. Simple sophistication is our intention. Through our financial planning process, we determine your time horizons and investment objectives. Then, we review your acceptable levels of risk and reward and ensure that our proposed asset allocation fits you.

Trisha Qualy and Tom Rippberger are Investment Advisor Representatives and Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services also offered through AdvisorNet Wealth Management (AWM). Financially Fluent Advisors LLC, Cetera Advisor Networks LLC, and AWM are not affiliated.
 

General Information

CRD#:    5942154
Firm CRD#:    113074
SEC File#:    801-77035
States Willing to do Business in:    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 Bonifacius,Saint Paul,Saint Paul Park,Savage,Shakopee,South Saint Paul,Spring Park,Stillwater,Vermillion,Victoria,Wayzata,Willernie,Hastings
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    8
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66
Financial Organization Memberships:    Financial Planning Association (FPA), Paladin Registry
Non-Financial Organization Memberships:    Yoga Alliance
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    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-based financial professional
Compensation Methods:    Hourly, Flat Fee, Based on Assets
 
 
 
Prepared By: Trisha Qualy

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