Minnesota · 2 advisers
Financial Advisors in Lake Elmo, Minnesota
Looking for a financial advisor in Lake Elmo, Minnesota? Falists indexes 2 SEC-registered and state-registered investment advisers in Lake Elmo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $3.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$3.1M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lake Elmo
Ranked by AUM · Fees, team & specialties at a glance
SCM INVESTMENT SERVICES
Lake Elmo, MN
AUM
$3.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-324-0629
More cities in Minnesota
Common questions
- How many financial advisors are in Lake Elmo, Minnesota?
- 2 registered investment advisers are listed in our Lake Elmo directory, sourced from public SEC filings.
- What types of advisors are in Lake Elmo?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lake Elmo?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.