Trunorth Wealth Partners
Trunorth Wealth Partners (CRD# 284807) is a financial advisory firm headquartered in Saint Paul, MN. They manage $516,760,775 in 1,201 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management517MILLION
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Total Number of Accounts1,201ACCOUNTS
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Average Account Value$430,275
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, MN, NE, NH, OK, TX, WA, WI
Christopher Fencl (CRD# 7118478) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 5 years of experience in the finance industry.
Travis Gleason (CRD# 5107631) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 17 years of experience in the finance industry.
Sharon Morrison (CRD# 1326185) is an Investment Advisor Representative working at Trunorth Wealth Partners in Folsom, CA and has 1 year of experience in the finance industry.
Peter Rekstad (CRD# 2016409) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has over 34 years of experience in the finance industry.
Craig Alcock (CRD# 7772147) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has 1 year of experience in the finance industry.
Richard Hills (CRD# 7746271) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has 1 year of experience in the finance industry.
Tristen Pals (CRD# 7747340) is an Investment Advisor Representative working at Trunorth Wealth Partners in Saint Paul, MN and has 1 year of experience in the finance industry.