Paul Burmeister
Paul Burmeister is a registered investment advisor at Strategic Wealth Group, based in Hastings, MN, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
1303 S Frontage Rd, Ste 279, Hastings, MN, 55033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul operates Strategic Wealth Group as a DBA for his LPL business and Arch Asset Management, also a DBA for LPL. He also dedicates nearly full-time hours to providing investment advisory services through Strategic Wealth Group Registered Investment Advisor LLC.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Allstate Financial Services, LLCBroker
Usallianz Securities, INC.Broker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.