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Cinda Collins

36 Years of Experience
Wayzata, MN
1 DisclosureBroker

Cinda Collins is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 36 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

950 E Wayzata Blvd Ste 200, Wayzata, MN, 55391

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History

Regulatory History (1)
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Customer Dispute
September 2012
Denied
Other Business Activities

Cinda is a co-trustee for her spouse's trust and HOA treasurer, spending minimal time on each activity. She also has a loan in Austin, TX.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Wells Fargo Advisors
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
RBC Capital Markets, LLC
June 2006 - November 2019 · 13 yrs 5 mos
RBC Capital Markets, LLCBroker
March 1998 - November 2019 · 21 yrs 8 mos
Dain Rauscher IncorporatedBroker
September 1992 - March 1998 · 5 yrs 6 mos
Norwest Investment Services, INC.Broker
October 1987 - August 1990 · 2 yrs 10 mos
State Registrations22 states
AZCACODCFLGAILKSMEMIMNMONENHNVNYORSCTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.