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Douglas Wayne Opheim

RSM US WEALTH MANAGEMENT LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
801 NICOLLET MALL, MINNEAPOLIS, MN 55402-2526CRD# 4510305Firm CRD# 111221
01

About

Douglas Wayne Opheim is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with RSM US WEALTH MANAGEMENT LLC. 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
CHOREO, LLC
CHOREO, LLC
AUM
$16.0B
Regulatory assets under management
Employees
225
Total firm employees
View all advisors at CHOREO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4510305
Firm CRD# 111221
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Wayne Opheim offer?
Douglas Wayne Opheim specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Douglas Wayne Opheim's credentials?
Douglas Wayne Opheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Wayne Opheim located?
Douglas Wayne Opheim is based in MINNEAPOLIS, Minnesota, working with RSM US WEALTH MANAGEMENT LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Douglas Wayne Opheim charge for services?
Douglas Wayne Opheim's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RSM US WEALTH MANAGEMENT LLC?
RSM US WEALTH MANAGEMENT LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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