Advisor at Calder Financial Group
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.
Flat fees charged on case-by-case basis for consulting on private placement investments.
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.60% annually $2,000,000+: 0.40% annually
Financial planning and specific advice billed at $250 per hour.
Account minimum: No explicit account minimum stated; a minimum quarterly fee of $50 is generally required but may be negotiable. Minimum fee: Minimum quarterly fee of $50, negotiable depending on client objectives and account nature. Fee-only: Investment advisory fees based on assets under management and hourly fees for financial planning ($250/hour). Also flat fees for consulting on private placements.
Calder Financial Group
2023 - Present (3 years)
Securities America Advisors
2020 - 2023 (3 years)
Securities America, Inc.
2020 - 2023 (3 years)
Luther Park Place Motorcars
2018 - 2019 (1 year)
City of Rochester Water Reclamation Plant
2007 - 2018 (11 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Winona, MN
Edward Jones
Series 66
Winona, MN
Edward Jones
CFP®, PFS™, Series 63, Series 65, Series 66
Winona, MN
Edward Jones
Series 63, Series 66
Winona, MN
Edward Jones
Series 66
Winona, MN
Edward Jones
Series 63
Winona, MN
Edward Jones
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