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Ralph Harrison

Advisor at Harrison Capital Management LLC

Updated today

Firm

Harrison Capital Management LLC

Location

Minnetrista, MN

Credentials

Series 63

Industry experience

42 years

About

Ralph Harrison is the sole advisor at Harrison Capital Management LLC, an independent registered investment adviser based in Minnetrista, MN. He holds a Series 63 designation and has 42 years of industry experience, including nine years at Wunderlich Securities. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board. Harrison Capital Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using individual stocks, bonds, ETFs, and no-load funds, managing accounts directly with a focus on retirement advice and maintaining a concentrated client base of approximately $30 million in assets under management.

Client services

Based on Harrison Capital Management LLC

Portfolio management

Expertise

Based on Harrison Capital Management LLC

General retirement planning

Fee options

Percentage

Less than $500,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,001+: Negotiable

Location

Minnetrista, MN

Most active in

Minnesota

Work history

Wunderlich Securities

2007 - 2016 (9 years)

Harrison Capital Management

2001 - Present (25 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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