Advisor at Retirement Resource Wealth Management, LLC
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Firm
Retirement Resource Wealth Management, LLC
Location
West Fargo, ND 58078
Credentials
Series 65
Industry experience
11 years
Veronica Redfield is a financial advisor at Retirement Resource Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has previously worked with Gradient Advisors, LLC for 10 years. Outside of her advisory role, she is a water aerobics instructor. Retirement Resource Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, including a specialized Federal Employees Retirement System assistance program. The firm utilizes managed model portfolios and third-party managers, conducting regular reviews to align client strategies with risk tolerance and tax considerations.
Based on Retirement Resource Wealth Management, LLC
Based on Retirement Resource Wealth Management, LLC
Based on Retirement Resource Wealth Management, LLC
$500 flat fee for plan updates
$0+: 1.00% annually (Orion Portfolio Solutions - Retirement Resource advisory fee) $0+: 1.60% annually total (Co-Advisor Gradient Investments Strategic, Tactical, Allocation & Defined Outcome Portfolios) with 1.00% Retirement Resource share $0+: 1.00% annually total (Co-Advisor Gradient Investments Preservation Portfolios) with 0.60% Retirement Resource share $0+: 1.50% annually total (Co-Advisor Gradient Investments Private Wealth Portfolios) with 1.00% Retirement Resource share $0+: $300 flat fee (Co-Advisor Gradient Investments Client Directed Accounts)
Investment advisor representatives receive external compensation from insurance product sales as licensed insurance agents
$250 per hour for financial planning and individual consultation services
$250 per month for ongoing financial planning services for one year after initial plan
Fee-only: $250/hour for full financial plans and individual consultation services; $500 flat fee for plan updates; $250/month for ongoing services after initial plan
3331 Oak Ridge Pond Way East
West Fargo, ND 58078
Minnesota · North Dakota · South Dakota
Redfield Intermediate, LLC
2025 - Present (1 year)
Redfield Holdco 1, Inc.
2025 - Present (1 year)
Redfield Insurance Agency, LLC
2025 - Present (1 year)
Retirement Resource Wealth Management, LLC
2023 - Present (3 years)
VR Holding
2021 - Present (5 years)
SVR Holding
2021 - Present (5 years)
Gradient Advisors, LLC
2014 - 2024 (10 years)
V.C. Insurance Sales, Inc.
2010 - 2025 (15 years)
FED Resource ND
2006 - 2025 (19 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.
Is not active or affiliated with:
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.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dilworth, MN
CTS Consulting, LLC
Series 63, Series 66
West Fargo, ND
Strategic Financial Inc.
Series 66
Fargo, ND
Cultivate Financial
CFP®, Series 66
Fargo, ND
Fortify Financial Group, LLC
CFP®, Series 63, Series 66
Fargo, ND
Williams and Schiller Wealth Management, LLC
Series 65
West Fargo, ND
Retirement Resource Wealth Management, LLC
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