AF
AF

Alec Leverenz Finn

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

Loading...

Location

225 South Sixth Street, Suite 2600, Minneapolis, MN, 55402

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Oxford Financial Group, LTD
February 2024 - Present · 2 yrs
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Alec Leverenz Finn - Financial Advisor | TrueAdvisor