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Andrew Jonathan Wixon

WIXON FINANCIAL SERVICES CORPORATION·MAPLE GROVE, Minnesota
SIE, Series 7, Series 66CFPClean record14 years registeredWIXON FINANCIAL SERVICES CORPORATION
6439 SYCAMORE COURT NORTH, MAPLE GROVE, MN 55369CRD# 5773110Firm CRD# 115306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Jonathan Wixon · MAPLE GROVE, MN
Registration
CRD #5773110 · WIXON FINANCIAL SERVICES CORPORATION · 14 years registered
Brand Profile
Not yet started
01

Career History

BERGER FINANCIAL GROUP
Oct 2024 – present
WIXON ADVISORS, INC.
Jun 2012 – Dec 2024
MAPLE GROVE, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 28, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WIXON FINANCIAL SERVICES CORPORATION
CRD 115306 · SEC 801-123771
AUM
$109M
Regulatory assets under management
Employees
3
118 client accounts
Services offered by WIXON FINANCIAL SERVICES CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WIXON FINANCIAL SERVICES CORPORATION →
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05

Frequently Asked Questions

What services does Andrew Jonathan Wixon offer?
Andrew Jonathan Wixon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAPLE GROVE, Minnesota for a consultation.
What are Andrew Jonathan Wixon's credentials?
Andrew Jonathan Wixon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Jonathan Wixon located?
Andrew Jonathan Wixon is based in MAPLE GROVE, Minnesota, working with WIXON FINANCIAL SERVICES CORPORATION. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.
How does Andrew Jonathan Wixon charge for services?
Andrew Jonathan Wixon's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIXON FINANCIAL SERVICES CORPORATION?
WIXON FINANCIAL SERVICES CORPORATION has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WIXON FINANCIAL SERVICES CORPORATION

William Brian Wixon
MAPLE GROVE, MN
CFPChFC

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