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Paul Stephan Burmeister

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC·MINNETONKA, Minnesota
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16192 HWY 7, MINNETONKA, MN 55345CRD# 4720690Firm CRD# 284430
01

About

Paul Stephan Burmeister is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
STRATEGIC WEALTH GROUP
AUM
$932M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4720690
Firm CRD# 284430
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Stephan Burmeister offer?
Paul Stephan Burmeister specializes in Financial Planning, Investment Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Paul Stephan Burmeister's credentials?
Paul Stephan Burmeister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stephan Burmeister located?
Paul Stephan Burmeister is based in MINNETONKA, Minnesota, working with STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Paul Stephan Burmeister charge for services?
Paul Stephan Burmeister's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC?
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC has approximately 18 employees and manages $932M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MINNETONKA
Jon Kenneth Crow — MERISTEM FAMILY WEALTH, LLCMaressia Ann Twele — TWELE CAPITAL MANAGEMENT, INC.John Anthony Twele — TWELE CAPITAL MANAGEMENT, INC.Joseph Eugene Stratmann — TWELE CAPITAL MANAGEMENT, INC.Daniel John May — ADVISORNET FINANCIAL, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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