Unclaimed Profile

Paul John Dinzeo

DOUGHERTY WEALTH ADVISERS LLC·WAYZATA, Minnesota

Clean recordDOUGHERTY WEALTH ADVISERS LLC

861 LAKE STREET NORTH, WAYZATA, MN 55391CRD# 7700116Firm CRD# 143138

Profile Verification

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

Identity

Paul John Dinzeo · WAYZATA, MN

Registration

CRD #7700116 · DOUGHERTY WEALTH ADVISERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul John Dinzeo is a registered financial advisor based in WAYZATA, Minnesota, affiliated with DOUGHERTY WEALTH ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Paul

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

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

Firm Overview

Firm

DOUGHERTY WEALTH ADVISERS LLC

AUM

$352M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOUGHERTY WEALTH ADVISERS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 7700116

Firm CRD# 143138

View on FINRA BrokerCheck →

Looking for a financial advisor in WAYZATA?

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

Browse WAYZATA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul John Dinzeo offer?

Paul John Dinzeo specializes in Financial Planning, Investment Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Paul John Dinzeo's credentials?

Paul John Dinzeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul John Dinzeo located?

Paul John Dinzeo is based in WAYZATA, Minnesota, working with DOUGHERTY WEALTH ADVISERS LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Paul John Dinzeo charge for services?

Paul John Dinzeo'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 DOUGHERTY WEALTH ADVISERS LLC?

DOUGHERTY WEALTH ADVISERS LLC has approximately 3 employees and manages $352M 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 →