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Trisha Qualy

Financially Fluent Advisors

Registered Phone: (612) 347-8600
701 4th Ave S, Suite 1500

Minneapolis, MN 55415
(612) 2056131

Wherever you want to go, we'll help you get there

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

Firm Start Year

2015

No.of Employees

2-4

CRD#

5942154

Firm CRD#

113074

Years of Experience in Financial Services

10

Number of Years with Current Firm

8

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

Qualifications & Membership

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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Education

Bachelor of Arts - Spanish and Business Management

University of Minnesota
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