Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
302 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$654.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable at STAS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
333 South 7th Street Suite 2100, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History
Clean regulatory record
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 Activities
Wendy works as a Senior Wealth Planner for Strong Tower Advisory Services and Strong Tower Wealth Management, providing investment advisory and financial planning services. These roles take up nearly all of Wendy's time during business hours.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
August 2021 - Present · 4 yrs 7 mos
Strong Tower Advisory Services
June 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - August 2021 · 1 yr 11 mos
Cetera Advisor Networks LLC
September 2019 - August 2021 · 1 yr 11 mos
Avantax Advisory Services
February 2016 - September 2019 · 3 yrs 7 mos
Hd Vest Investment ServicesBroker
December 2013 - September 2019 · 5 yrs 9 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.