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Find Retirement Advisors for Retirement Planning in New Prague, Minnesota
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Finding the Best Retirement Planners in New Prague, Minnesota
Last Updated - April 13, 2024New Prague has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in New Prague, Minnesota have an average of 27 years of experience.
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List of Qualified Retirement Planning Advisors in New Prague, Minnesota
VERIFIEDJoe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 1 Retirement Planning firms in New Prague, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC 222 Main St. E., New Prague, MN, 56071 | $127,871,913 | 897 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in New Prague, Minnesota
QualificationsFirm CRD# 285427
Assets Under Management $127,871,913
No. Of Clients897
Clients Per Financial Advisor224
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in New Prague, Minnesota. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 897 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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Looking for more choices? Use our free match service to compare retirement planners serving your area.