How does the advisor help clients – Key Takeaways:
FINNESTAD FINANCIAL offers a range of financial services to help clients achieve their goals and secure their financial future. With a team of experienced and knowledgeable advisors, they provide personalized solutions and expert guidance to help clients make informed decisions about their money. Here are the key takeaways about how FINNESTAD FINANCIAL helps its clients:
- Provides a wide range of financial services
- Employs a team of experienced and knowledgeable advisors
- Offers personalized solutions
- Provides expert guidance
- Focuses on helping clients achieve their financial goals
Facts and Insights
As a leading financial advisory firm, FINNESTAD FINANCIAL has a wealth of experience and knowledge to offer its clients. Here are some facts and insights about the firm:
- Founded in 2005, FINNESTAD FINANCIAL has been in business for over 15 years.
- The firm currently has $500 million in assets under management.
- With a team of 10 experienced advisors, FINNESTAD FINANCIAL is well-equipped to serve its clients.
- The advisors at FINNESTAD FINANCIAL have an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| FINNESTAD FINANCIAL | $500 million | 10 | 15 years |
Financial Services Offered
FINNESTAD FINANCIAL offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
FINNESTAD FINANCIAL serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Retirees
Fees & Compensation
FINNESTAD FINANCIAL is a fee-based advisory firm, which means that they charge a percentage of assets under management as their fee. This incentivizes the firm to grow and protect their clients’ assets, as their fee is directly tied to the success of their clients’ investments. The exact fee structure may vary depending on the services and products chosen by the client.
Background
FINNESTAD FINANCIAL was founded in 2005 by John Finnestad, a highly experienced and knowledgeable financial advisor. He built the firm with the mission to help individuals and families secure their financial future and achieve their financial goals. Today, FINNESTAD FINANCIAL is a well-established and reputable firm in the financial industry, known for providing personalized and expert financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FINNESTAD FINANCIAL is required to disclose any conflicts of interest or disciplinary actions that may impact their clients. This information is available publicly on the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s website. At FINNESTAD FINANCIAL, transparency and accountability are top priorities, and they strive to maintain the highest ethical standards in all their dealings with clients.