AdvisorOS Directory
Claim Profile
WW

William Brian Wixon

WIXON FINANCIAL SERVICES CORPORATION·MAPLE GROVE, Minnesota
Unclaimed Profile
6439 SYCAMORE COURT NORTH, MAPLE GROVE, MN 55369CRD# 1943721Firm CRD# 115306
01

About

William Brian Wixon is a registered financial advisor based in MAPLE GROVE, Minnesota, affiliated with WIXON FINANCIAL SERVICES CORPORATION. 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
03

Firm Overview

Firm
WIXON FINANCIAL SERVICES CORPORATION
WIXON ADVISORS, INC.
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WIXON FINANCIAL SERVICES CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1943721
Firm CRD# 115306
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MAPLE GROVE?

Browse all registered financial advisors in MAPLE GROVE, Minnesota or claim this profile if it's yours.

Browse MAPLE GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Brian Wixon offer?
William Brian Wixon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAPLE GROVE, Minnesota for a consultation.
What are William Brian Wixon's credentials?
William Brian Wixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Brian Wixon located?
William Brian 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 William Brian Wixon charge for services?
William Brian 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MAPLE GROVE
Joseph Herman Uphus — TMFS MINNEAPOLIS, LLCArthur Vern Pearson — TMFS MINNEAPOLIS, LLCWilliam Olson Strand — PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLCColette Marie Stotts — JRA FINANCIAL ADVISORS, INC.Thomas Ralph Hokr — MHS ADVISORY SERVICES, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile