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Konnor Tranoris

Advisor at Wealth Den Financial

Updated today

Firm

Wealth Den Financial

Location

Mound, MN

Credentials

CFP®, Series 63, Series 66

Industry experience

8 years

About

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.

Client services

Based on Wealth Den Financial

Financial planning Portfolio management

Expertise

Based on Wealth Den Financial

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

Fee options

Fixed

Comprehensive financial plan fees range from $1,000 to $3,000 depending on complexity and client needs

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%

Project-based

$200 per hour

Other

Minimum fee: $500 per year minimum fee for investment management services

Location

Mound, MN

Most active in

Minnesota

Work history

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)

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)
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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Nathan M

Series 63, Series 66

Plymouth, MN

MWM Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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