Unclaimed Profile

William Bernard Frels

MAIRS AND POWER INC·ST PAUL, Minnesota

Clean record12 years registeredMAIRS AND POWER INC

332 MINNESOTA STREET, ST PAUL, MN 55101-1363CRD# 2263839Firm CRD# 110351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Bernard Frels · ST PAUL, MN

Registration

CRD #2263839 · MAIRS AND POWER INC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MAIRS AND POWER INC

MAIRS & POWER

Mar 2014 – Mar 2019

ST PAUL, MN

Registrations & Exams

Registration record

First registered · March 20, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIRS AND POWER INC

CRD 110351 · SEC 801-2731

AUM

$11.0B

Regulatory assets under management

Employees

1,625 client accounts

Services offered by MAIRS AND POWER INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MAIRS AND POWER INC →

Introduction

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Frequently Asked Questions

What services does William Bernard Frels offer?

William Bernard Frels specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William Bernard Frels's credentials?

William Bernard Frels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Bernard Frels located?

William Bernard Frels is based in ST PAUL, Minnesota, last registered with MAIRS AND POWER INC.

How does William Bernard Frels charge for services?

William Bernard Frels's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIRS AND POWER INC?

MAIRS AND POWER INC has approximately 50 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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