Lions Wealth Management

Lions Wealth Management (CRD# 300393) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $72,000,000 in 506 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1600 Utica Avenue South, Suite 900, Saint Louis Park, MN 55416
https://www.linkedin.com/company/lions-wealth-management
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $142,292
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Lions Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Nathan Krampe, financial advisor Saint Louis Park MN
Nathan A. Krampe
CRD#: 5144185
1600 Utica Avenue South, Suite 900, Saint Louis Park, MN 55416

Nathan Krampe (CRD# 5144185) is an Investment Advisor Representative working at Lions Wealth Management in Saint Louis Park, MN and has over 17 years of experience in the finance industry.

2
David Pung, financial advisor Chisago City MN
David K. Pung
CRD#: 2505537
Chisago City, MN

David Pung (CRD# 2505537) is an Investment Advisor Representative working at Lions Wealth Management in Chisago City, MN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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