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Paul Stuart Mccready

COUNSEL WEALTH MANAGEMENT, INC.·ARDEN HILLS, Minnesota
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6 PINE TREE DRIVE, ARDEN HILLS, MN 55112CRD# 1056524Firm CRD# 115165
01

About

Paul Stuart Mccready is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with COUNSEL WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COUNSEL WEALTH MANAGEMENT, INC.
COUNSEL WEALTH MANAGEMENT, INC.
AUM
$147M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COUNSEL WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL/SOLICITOR FEES; SEMINAR FEES
Regulatory
SEC/IARD CRD# 1056524
Firm CRD# 115165
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Stuart Mccready offer?
Paul Stuart Mccready specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Paul Stuart Mccready's credentials?
Paul Stuart Mccready is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stuart Mccready located?
Paul Stuart Mccready is based in ARDEN HILLS, Minnesota, working with COUNSEL WEALTH MANAGEMENT, INC.. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does Paul Stuart Mccready charge for services?
Paul Stuart Mccready's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral/solicitor fees; seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COUNSEL WEALTH MANAGEMENT, INC.?
COUNSEL WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ARDEN HILLS
Catherine Ann Peters — GRADIENT ADVISORS, LLCKristina Lee Walch — GRADIENT SECURITIES, LLCBrian Andrew Remme — GRADIENT SECURITIES, LLCAnders John Haugen — LIFELONG WEALTH ADVISORS, INC.Nikki Lynn Foley — PALADIN WEALTH, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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