Investors Choice
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,499,637
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$88,214
About
The firm provides financial planning, investment advisory and portfolio management services to individual clients, managing accounts on a discretionary basis and directing custody through a third‑party custodian. It manages approximately $1.41 million across a small number of client accounts and accepts modest account sizes, delivering periodic account statements and client reviews.
Investment programs are customized to each client’s goals, risk tolerances and financial circumstances, using a mix of analysis techniques (fundamental, technical, charting, cyclical) and research sources such as Morningstar, S&P and Moody’s. Portfolios may include mutual funds, ETFs, stocks, bonds, options, CDs, annuities and other instruments, and the firm typically has authority to execute trades without prior consultation with the client.
A distinctive aspect of the firm is that it also sells insurance products and may receive commission compensation from insurance companies (disclosed in the brochure), and it offers fixed and variable annuities as part of its investment menu. This dual role as a fee‑based advisor and insurance producer is less common among independent firms and is addressed through the firm’s written disclosures and Code of Ethics, alongside a long operating history dating to 1999.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Annuities
Fee options
1.95% annually, deducted monthly (0.1625% per month) or quarterly (0.4875% per quarter) for accounts approximately $5,000 or less
Commission-based compensation for sales of insurance products from various companies such as Genworth Life, Integrity Life, United American
Account minimum: $1,000
Main office location
Investors Choice
Stillwater MN, United States
Number of offices
1
Most active in
Investors Choice has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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")