Vector Wealth Management

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

OPEN NOW

Today: 8:00 am - 5:00 pm

32 Years

in Business

Accredited

Business

(612) 378-7560Call Visit WebsiteVisit Website Map & DirectionsDirections43 SE Main St Ste 236Minneapolis, MN 55414 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 12:00 pm

Places Near Minneapolis with Investment Management

Lilydale (13 miles)
Mendota (13 miles)
Saint Paul (14 miles)

More Info

Email

BBB Rating

Extra Phones

Fax: (612) 379-4895

TollFree: (877) 383-2867

Phone: (612) 331-3805

Neighborhoods

Nicollet Island, University

Other Link

https://www.vectorwealth.com

Other Emails

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

GalleryView all (10)

Gallery Image Number 1

Gallery Image Number 2

Gallery Image Number 3

Gallery Image Number 4

Gallery Image Number 5

Gallery Image Number 6

Gallery Image Number 7

Gallery Image Number 8

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (612) 378-7560

Address: 43 SE Main St Ste 236, Minneapolis, MN 55414

Website: https://www.vectorwealth.com

People Also Viewed

View similar Investment Management

Suggest an Edit

Vector Wealth Management

Tax Planning
Charitable Giving
5 Strategies for Giving. Your charitable giving means a lot to those who need it. At the same time, no one said giving can’t benefit you as well, so remember to take advantage of financial benefits like tax deductions.
Tax Services
Roth IRA
Tax Deductions
Income Tax
Why is a seemingly random age like 591⁄2 so important? It’s because you’ve finally reached the age where you can begin making withdrawals from qualified retirement plans without incurring the 10% federal income tax penalty. You’ve spent so many years contributing to your retirement account, now it’s time to start reaping the benefits.

Investment Management
Accredited Investment Fiduciary® (AIF®) The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 company). AIF® designation requirements are: • Complete a training program; • Pass a comprehensive, closed-book final examination under the supervision of a proctor; • Agree to abide by the AIF® Code of Ethics; • Complete six hours of continuing education credits every year; and • Renew, on an annual basis, affirmation of the AIF® Code of Ethics.
Bonds
Wealth Management
Vector Wealth Management generally requires successful completion of university study and/or its educational or business equivalent for its advisors. Investment professionals demonstrate their knowledge and skills by either business background, education, professional designations or any combination thereof. Generally, weight will be given to candidates with advanced professional certifications in the financial services industry.

Accounting Services

Financial Planning
Certified Financial Planner™ (CFP®) The Certified Financial Planner™ designation is a professional certification mark for financial planners, conferred by the Certified Financial Planner Board of Standards, Inc. To be authorized to use the designation, the candidate must meet education, examination, experience and ethics requirements: • Attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university); • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services; • Pass the comprehensive 10-hour CFP® Certification Examination; • Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); • Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals; • Complete 30 hours of continuing education hours every two years, including two hours o the Code of Ethics and other parts of the Standards of Professional Conduct; and • Renew an agreement to be bound by the Standards of Professional Conduct which require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Retirement Planning
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.
Annuities
Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go?
Long Term Care
According to the Administration for Community Living, 70% of adults over 65 will require long-term care at some point, with an average stay of 3.2 years in a senior living community. Liz and Lisa highlight that senior living isn't just about nursing home stays but encompasses a range of options for active, maintenance-free lifestyles. They emphasize starting the process early, exploring various communities to find the best fit, and preparing for potential future needs.
Asset Management
Accredited Asset Management Specialist (AAMS® ) Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. The program is designed for approximately 120-150 hours of self-study. The program is self paced and must be completed within one year from enrollment.
College Funding

View All Services

Provided by