Unclaimed Profile

Paul Stuart Mccready

COUNSEL WEALTH MANAGEMENT, INC.·ARDEN HILLS, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record20 years registeredCOUNSEL WEALTH MANAGEMENT, INC.

6 PINE TREE DRIVE, ARDEN HILLS, MN 55112CRD# 1056524Firm CRD# 115165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Stuart Mccready · ARDEN HILLS, MN

Registration

CRD #1056524 · COUNSEL WEALTH MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COUNSEL WEALTH MANAGEMENT, INC.

LARSON WEALTH PARTNERS

Aug 2020 – Mar 2022

MINNEAPOLIS, MN

COUNSEL WEALTH MANAGEMENT, INC.

Dec 2013 – Sep 2020

ARDEN HILLS, MN

COUNSEL WEALTH MANAGEMENT, INC.

Dec 2005 – Nov 2013

ARDEN HILLS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · December 15, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COUNSEL WEALTH MANAGEMENT, INC.

CRD 115165 · SEC 801-63114

AUM

$147M

Regulatory assets under management

Employees

1,538 client accounts

Services offered by COUNSEL WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COUNSEL WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Stuart Mccready offer?

Paul Stuart Mccready specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Stuart Mccready's credentials?

Paul Stuart Mccready holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Stuart Mccready located?

Paul Stuart Mccready is based in ARDEN HILLS, Minnesota, last registered with COUNSEL WEALTH MANAGEMENT, INC..

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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