We empower ALL to flourish. Our mission is to inspire our clients to make informed financial decisions through education, communication, and exceptional personalized service. Our wealth management and client service teams are committed to superior service. We manage $200+ million for individuals, families, businesses, trusts, and retirement accounts. Let us inspire your wealth decisions. Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services.
View Top Employees from Counsel Wealth ManagementWebsite | http://www.counselwealthmanagement.com |
Revenue | $6 million |
Employees | 12 (12 on RocketReach) |
Founded | 1987 |
Address | 6 Pine Tree Dr Suite 100, Arden Hills, Minnesota 55112, US |
Phone | (651) 639-8707 |
Fax | (651) 639-8807 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies |
Looking for a particular Counsel Wealth Management employee's phone or email?
The Counsel Wealth Management annual revenue was $6 million in 2023.
Rick Luk is the Executive Vice President of Counsel Wealth Management.
12 people are employed at Counsel Wealth Management.
Counsel Wealth Management is based in Arden Hills, Minnesota.
The NAICS codes for Counsel Wealth Management are [561110, 5611, 56, 561, 56111].
The SIC codes for Counsel Wealth Management are [87, 874].