Advisor at Parsonex Advisory Services, Inc.
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
Parsonex Advisory Services, Inc.
Location
Crosslake, MN
Credentials
Series 65
Industry experience
8 years
Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
Crosslake, MN
Iowa · Minnesota
Parsonex Advisory Services, Inc.
2017 - Present (9 years)
Larson-Juhl
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration 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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Crosby, MN
EFS Advisors
Series 63, Series 65
Crosby, MN
EFS Advisors
Series 63
Pequot Lakes, MN
Independent Financial Group, LLC
Series 63
Crosby, MN
EFS Advisors
CFP®, ChFC®, Series 66
Crosby, MN
Edward Jones
Series 65, Series 66
Edina, MN
Merrill
Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing both traditional financial advice and discretionary management of personalized or defined strategies. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, family wealth management strategies, philanthropic planning, and socially responsible investing. Richard earned a Bachelor's degree in Mathematics from St. Olaf College, where he was active in athletics, participating in basketball and track. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional work, he has been involved with Rotary International and serves on the board of the International Hearing Foundation, reflecting his commitment to community service. Residing in Edina, Minnesota, Richard lives with his wife Elizabeth and has three grown children. His personal interests include traveling, golfing, basketball, football, and enjoying cultural activities. He has also contributed to community organizations such as Africa Classroom Connection and the International Hearing Foundation.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")