COUNSEL WEALTH MANAGEMENT, INC.
CRD #115165 SEC #801-63114 ARDEN HILLS, MN 651-639-8707
SEC Registered
Total AUM
$146.9M
Discretionary
$146.9M
Employees
10
Clients
11
Accounts
1,538
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Wood, Mitchell, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Wood, Mitchell, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Wood, Mitchell, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Wood, Mitchell, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Wood, Mitchell, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCREADY, PAUL, STUART | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (10)
AZ CA CO FL KS KY MN NE TX WI
Address
6 PINE TREE DRIVESUITE 100
ARDEN HILLS, MN 55112
United States
Phone: 651-639-8707