Cardinal Wealth Advisors

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

7201 Ohms Ln Ste 175, Edina, Minnesota, ...

Phone Number

(952) 746-4700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Cardinal Wealth Advisors

Cardinal Wealth Advisors is a registered investment advisor based in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota, specializing in personal financial planning and investment strategies for individuals and families. Since 2005, they have been dedicated to helping clients manage their financial goals through a personalized approach that emphasizes strong client relationships and open communication. Their services include financial planning, investment strategy, tax-aware analysis, education planning, retirement planning, risk exposure analysis, and legacy planning. Additionally, they offer sustainable investing options for clients interested in aligning their investments with environmental, social, and corporate governance (ESG) criteria.Explore more
Cardinal Wealth Advisors's Social MediaPopular SearchesCardinal Wealth Advisors LLCCardinal Wealth AdvisoryCardinalwealthadvisors ComCardinal LLCCardinal Wealth Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

Cardinal Wealth Advisors Org Chart

PhoneEmail
CF
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Executive Vice President & Manager, Wealth

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WB
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Chief Compliance Officer

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SW
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Chief Compliance Officer

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PS
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Director, Investment Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cardinal Wealth Advisors

<$5M
1-10
Private
-
2005
CF
Christina FratturaExecutive Vice President & Manager, Wealth
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
11-50
Private
-
1981
JD
Joelle DonahoeChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cardinal Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cardinal Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cardinal Wealth Advisors.

Cardinal Wealth Advisors Tech Stack

A closer look at the technologies used by Cardinal Wealth Advisors

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Frequently Asked Questions Regarding Cardinal Wealth Advisors

What is Cardinal Wealth Advisors's official website?
Cardinal Wealth Advisors's official website is www.cardinalwealthadvisors.com
What is Cardinal Wealth Advisors's Revenue?
Cardinal Wealth Advisors's revenue is <$5 Million
What is Cardinal Wealth Advisors's SIC code?
Cardinal Wealth Advisors's SIC: 62,628
What is Cardinal Wealth Advisors's NAICS code?
Cardinal Wealth Advisors's NAICS: 52,523
How many employees does Cardinal Wealth Advisors have?
Cardinal Wealth Advisors has 1-10 employees
What industry does Cardinal Wealth Advisors belong to?
Cardinal Wealth Advisors is in the industry of: Finance, Securities Trading
What is Cardinal Wealth Advisors competition?
Cardinal Wealth Advisors top competitors include: Vibrance Wealth Management, Vertex Capital Advisors, Stockade Wealth Management, Constant Guidance Financial
What technology does Cardinal Wealth Advisors use?
Some of the popular technologies that Cardinal Wealth Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Cardinal Wealth Advisors?
Cardinal Wealth Advisors contact info: Phone number: (952) 746-4700 Website: www.cardinalwealthadvisors.com
What does Cardinal Wealth Advisors do?

Cardinal Wealth Advisors is a registered investment advisor based in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota, specializing in personal financial planning and investment strategies for individuals and families. Since 2005, they have been dedicated to helping clients manage their financial goals through a personalized appr... oach that emphasizes strong client relationships and open communication. Their services include financial planning, investment strategy, tax-aware analysis, education planning, retirement planning, risk exposure analysis, and legacy planning. Additionally, they offer sustainable investing options for clients interested in aligning their investments with environmental, social, and corporate governance (ESG) criteria.Read More

What are Cardinal Wealth Advisors social media links?
Cardinal Wealth Advisors Linkedin page
Is Cardinal Wealth Advisors a public company?
Cardinal Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cardinal Wealth Advisors

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