AdvisorOS Directory
Claim Profile
Unclaimed Profile
WW

William Brian Wixon

WIXON FINANCIAL SERVICES CORPORATION·MAPLE GROVE, Minnesota
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record14 years registeredWIXON FINANCIAL SERVICES CORPORATION
6439 SYCAMORE COURT NORTH, MAPLE GROVE, MN 55369CRD# 1943721Firm CRD# 115306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Brian Wixon · MAPLE GROVE, MN
Registration
CRD #1943721 · WIXON FINANCIAL SERVICES CORPORATION · 14 years registered
Brand Profile
Not yet started
01

Career History

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

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 9, 2012
Years registered · 14
Professional designations · CFP, ChFC
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 →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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
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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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 at WIXON FINANCIAL SERVICES CORPORATION

Andrew Jonathan Wixon
MAPLE GROVE, MN
CFP

More Advisors in MAPLE GROVE, Minnesota

John Christopher Sherwin
MHS ADVISORY SERVICES, LLC·MAPLE GROVE, MN
CFP
Samuel Alexander Johnson
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC·MAPLE GROVE, MN
Christina Marie Madson
PRIEBE WEALTH HOLDINGS, LLC·MAPLE GROVE, MN
Darrell Jerome Suchy
TMFS MINNEAPOLIS, LLC·MAPLE GROVE, MN
Jason Michael Priebe
PRIEBE WEALTH HOLDINGS, LLC·MAPLE GROVE, MN
CFP
Aimee Jean Hatlestad
JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, MN
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile