Monarch Wealth Advisors
Financial Services
Wayzata, MN 303 followers
"PRIVATE PORTFOLIO MANAGEMENT SERVICES BASED ON A PERSONALIZED INVESTMENT PLAN"
About us
Strives to provide superior service to our clients in an environment of integrity and trust. We are committed to providing a disciplined, consultative approach to investing that is tailored to our client's individual goals. Helping you achieve your dreams begins with a clear understanding of your personal goals and objectives and developing a realistic plan designed to pursue them. We start with your life and plan your money around it! Our primary goal is to help create, grow, manage and preserve your retirement income. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MD, MN, MO, MT, NC, ND, NJ, NM, OH, OR, SC, SD, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.
- Website
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https://www.monarchwa.com
External link for Monarch Wealth Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Wayzata, MN
- Type
- Partnership
Locations
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Primary
315 Manitoba Ave
Ste 300
Wayzata, MN 55391, US
Employees at Monarch Wealth Advisors
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Tim Baltzer, CRPC®
Monarch Wealth Advisors - Managing Director
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Josh Baltzer, CFP®
Partner at Monarch Wealth Advisors
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Ryan Voxland, CMT, CFP®
Managing Partner at Monarch Wealth Advisors of Wells Fargo Advisors Financial Network, LLC
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Chris Stewart, CFP®
Partner at Monarch Wealth Advisors