user avatar

Judd Axelson

Advisor at Paratus Wealth Management, LLC

Updated today
Paratus Wealth Management, LLC logo

Firm

Paratus Wealth Management, LLC

Location

Long Lake, MN 55356

Credentials

Series 65

Industry experience

18 years

About

Judd Axelson is the principal of Paratus Wealth Management, LLC, an independent registered investment adviser based in Long Lake, MN. He holds a Series 65 designation and has 18 years of industry experience. Axelson also owns Axelson & Associates LLC, a consulting and recruiting business unrelated to investment management. Paratus Wealth Management serves individuals and high-net-worth clients, managing approximately $72 million across 44 accounts. The firm emphasizes tailored investment plans based on asset allocation and Modern Portfolio Theory, offering discretionary portfolio management, comprehensive financial planning, and periodic reviews.

Client services

Based on Paratus Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers General consulting services

Expertise

Based on Paratus Wealth Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Financial planning fees up to $1,000 for initial engagement; annual review fees range from 25% to 40% of initial planning fee

Percentage

$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.75% annually

Project-based

Up to $150 per hour for general consulting services

Other

Account minimum: $100,000 minimum initial investment to open a portfolio management account

Location

1850 W Wayzata Blvd, Suite 260

Long Lake, MN 55356

Most active in

Minnesota · South Carolina

Work history

Paratus Wealth Management LLC

2005 - Present (21 years)

Axelson & Associates LLC

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
user avatar

Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
user avatar

Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
user avatar

Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
user avatar

Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
user avatar

Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")