Konnor Tranoris
Advisor at Wealth Den Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wealth Den Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Den Financial
Location
Mound, MN
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Konnor Tranoris is a CFP® professional with eight years of experience in financial advising, currently serving as the sole advisor at Wealth Den Financial. His prior experience includes roles at Wealth Enhancement Group, LPL Financial, and The Vanguard Group. Outside of his advisory practice, he works as an independent contractor for Varsity Tutors. Wealth Den Financial is an independent, state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by fundamental analysis for select securities, and offers both managed accounts and recommendations for held-away assets.
Based on Wealth Den Financial
Comprehensive financial plan fees range from $1,000 to $3,000 depending on complexity and client needs
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$200 per hour
Minimum fee: $500 per year minimum fee for investment management services
Mound, MN
Minnesota
Wealth Den Financial LLC
2020 - Present (6 years)
Varsity Tutors
2020 - Present (6 years)
Wealth Enhancement Group
2019 - 2020 (1 year)
Wealth Enhancement Advisory Services, LLC
2019 - 2020 (1 year)
Wealth Enhancement Brokerage Services
2019 - 2020 (1 year)
LPL Financial, llc
2019 - 2020 (1 year)
LPL Financial, LLC
2017 - 2019 (2 years)
Advisors' Pride Inc.
2017 - 2019 (2 years)
Infinity Wealth Alliance
2017 - 2019 (2 years)
Charlotte Soccer Academy
2017 - 2017 (1 year)
The Vanguard Group, Inc.
2016 - 2017 (1 year)
Gustavus Adolphus College
2012 - 2016 (4 years)
Gustavus Adolphus College
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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