RedHawk Wealth Advisors, Inc. logo

RedHawk Wealth Advisors, Inc.

Updated today

Client assets under management

$1,378,235,208

Clients

3,118

4% high-net-worth

Advisors

45

of 55 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

69

High

Average account size

$442,025

About

Redhawk Wealth Advisors provides wealth management, financial planning, retirement-plan advisory, and third‑party money manager oversight to a mix of individual clients (including high‑net‑worth households), estates, trusts, retirement plans, endowments, corporations, and charitable organizations. Services are offered on both discretionary and non‑discretionary bases and span equities, fixed income, mutual funds, ETFs, and, where appropriate, alternative investments and ESG/SIS options.

The firm’s investment process combines strategic and tactical asset allocation guided by a weekly Investment Committee, with model and signal inputs from unaffiliated “Signal Providers” for certain strategies; it also supports managed accounts, held‑away account platforms, and legacy position management. Redhawk conducts periodic client reviews, uses custodial and reporting platforms (e.g., Schwab and Orion), and offers written financial plans under fixed‑fee arrangements when implementation is not included.

Redhawk’s brochure highlights several features that distinguish it from many multi‑team advisers: it offers dedicated captive insurance company account programs (standard CIC and ET Group CIC structures) and has affiliated insurance activity through Redhawk Marketing Group, Inc., while some IARs are licensed insurance agents who may receive commissions. The firm also discloses relationships and referral arrangements (including Promoters and lead‑generation mechanisms), notes that certain personnel provide tax preparation and business services, and describes marketing and seminar activity (the firm reports using testimonials and other promotional arrangements), all of which are disclosed as potential conflicts of interest in its ADV.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees from $250 to $2,500

Percentage

$0 - $5,000: Flat fee of $50 annually $5,000+: Maximum annual fee of 1.75%, negotiable based on size and complexity

Other

Account minimum: $1,000 Minimum fee: $50 flat annual fee for Starter Accounts with less than $5,000 in assets Fee-only: Fixed financial planning fees ranging from $250 to $2,500 depending on scope and complexity

Main office location

RedHawk Wealth Advisors, Inc.

8500 Normandale Lake Blvd, Suite 960

Minneapolis MN 55437, United States

Number of offices

34

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Boniface C

Series 65

Minneapolis, MN

RedHawk Wealth Advisors, Inc.

Boniface Coelho is a financial advisor at RedHawk Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 65 credential and has worked at RedHawk Wealth Advisors since 2008, including prior experience at Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm’s investment approach involves a weekly investment committee, third-party risk tools, and tactical allocation models to guide decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Boon Ser T

Series 65

Oklahoma City, OK

RedHawk Wealth Advisors, Inc.

Boon Ser Tan is a financial advisor with RedHawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at RedHawk since 2018 and previously spent three years at Larsen Financial Corp. In addition to his advisory role, Tan operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm employs a documented due-diligence process and risk management tools, including a tactical Risk-Guard allocation model, to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Nathan W

Series 65

Parker, CO

RedHawk Wealth Advisors, Inc.

Nathan Willis is a financial advisor at RedHawk Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at RedHawk Wealth Advisors since 2017. Outside of advisory services, Willis is involved with Alink Captive Insurance Services, where he assists clients with portfolio reporting, and he provides education on 401(k) accounts as well as consulting for a valuation firm. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a risk-managed, committee-driven approach supported by third-party tools and multiple platform arrangements.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Robert B

Series 63, Series 66

Cedar Park, TX

RedHawk Wealth Advisors, Inc.

Robert Bridel is a financial advisor with RedHawk Wealth Advisors, Inc. in Cedar Park, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at RedHawk Wealth Advisors since 2015 and was previously associated with Partners for Prosperity, Inc. Additionally, he provides educational courses and coaching in spiritual and economic matters through his involvement with Kingdom Calling. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Katrina S

Series 63, Series 65

Flint, MI

RedHawk Wealth Advisors, Inc.

Katrina Savage is a financial advisor with RedHawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with RedHawk since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and living trust funding. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Peter T

Series 66

Minneapolis, MN

RedHawk Wealth Advisors, Inc.

Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 20 years. Outside of his advisory role, he serves as a board member and treasurer for his townhome association. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Allen B

Series 63, Series 65

Ponte Verda, FL

RedHawk Wealth Advisors, Inc.

Allen Bronton is a financial advisor with RedHawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining RedHawk in 2025, he worked at Independent Financial Partners and has owned Clear Financial Strategies, LLC and Wealth Preservers, LLC, where he designs risk management solutions for clients. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Dennis P

ChFC®, Series 63, Series 65

Kingston Springs, TN

RedHawk Wealth Advisors, Inc.

Dennis Pascarella is a financial advisor at RedHawk Wealth Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Proequities Inc, and The Financial Legacy Group. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, guided by a weekly investment committee and a documented due-diligence process that incorporates third-party risk assessment tools and multiple platform arrangements.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Peter W

ChFC®, Series 63, Series 65

Franklin, TN

RedHawk Wealth Advisors, Inc.

Peter Wittman is a financial advisor with RedHawk Wealth Advisors, Inc. in Franklin, TN, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has been with RedHawk since 2014. He is also president of The Wittman Group, Inc., where he is involved in insurance sales and serves as an agent and broker for several insurance companies. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Matthew R

Series 66

Farmington, CT

RedHawk Wealth Advisors, Inc.

Matthew Rosenberger is a financial advisor at RedHawk Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Scott G

Series 65

Hendersonville, TN

RedHawk Wealth Advisors, Inc.

Scott Greenameyer is a financial advisor at RedHawk Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Atlas Wealth Management and William Jordan Investments. Outside of his advisory role, he is CEO of Spectrum College Funding, a company providing fee-based college planning services. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process guided by a weekly investment committee and third-party risk tools.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Evonne R

Series 63, Series 65

Littleton, CO

RedHawk Wealth Advisors, Inc.

Evonne Ryan is a financial advisor at RedHawk Wealth Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RedHawk since 2020. Outside of her advisory role, she is involved with several business ventures, including managing Wealth Strong Life Solutions, which offers insurance and investment services, and operating Safety Net, LLC, which provides an investment newsletter for TSP clients. She is also engaged in certified coach training through Wealth Strong International and oversees technology and trademark management via Wealth Strong Financial Freedom. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Deborah J

Series 65

Flint, MI

RedHawk Wealth Advisors, Inc.

Deborah Joseph is a Series 65-licensed financial advisor with RedHawk Wealth Advisors, Inc., based in Flint, Michigan. She has five years of industry experience and has been associated with Alliance Financial Group since 1990. Outside of her advisory role, she works as an insurance agent specializing in life insurance, annuity sales, and Medicare supplement plans. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Timothy E

CFP®, Series 63, Series 65, Series 66

St. Louis Park, MN

RedHawk Wealth Advisors, Inc.

Timothy Evon is a CFP® professional with 33 years of experience in the financial services industry. He is currently with RedHawk Wealth Advisors, Inc., where he has worked since 2023. Prior to joining RedHawk, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is an owner of Great Leap Enterprises, Inc., an S Corporation established for tax purposes. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement-plan services using a structured due-diligence process and risk management tools including Orion Risk Intelligence and a tactical Risk-Guard allocation model.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Christopher K

Series 66

Fairfield Township, OH

RedHawk Wealth Advisors, Inc.

Christopher Kurtz is a financial advisor at RedHawk Wealth Advisors, Inc. with 25 years of industry experience. He held a position at Axa Advisors, LLC from 2000 to 2017 before joining RedHawk in 2017. Kurtz holds the Series 66 designation. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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")