RIA Intelligence

LIFESTAGE WEALTH MANAGEMENT LLC

CRD #114727 SEC #801-78361 MINNETONKA, MN 763-542-8884
SEC Registered
Total AUM
$163.5M
Discretionary
$161.3M
Employees
5
Clients
251
Accounts
1,106

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONISOLE PROPRIETORE Control
KUEHL, BRUCE, CAMERONIPRESIDENTE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KUEHL, BRUCE, CAMERONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2021 REGISTERED

Notice Filings (6)

AZ CA FL MN TX WI

Address

11100 WAYZATA BOULEVARD
SUITE 510
MINNETONKA, MN 55305
United States
Phone: 763-542-8884