Christopher
Fencl

Trunorth Wealth Partners

CRD#7118478
Investment Advisor
in Saint Paul, MN

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About this Advisor

Christopher Fencl is a financial advisor based in Saint Paul, Minnesota, working with Trunorth Wealth Partners. Christopher has previously held positions at Anderson Corp, Protiviti, Robert Half Mgmt, and Trunorth Wealth Partners. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Christopher is part of Trunorth Wealth Partners, which operates out of Saint Paul, Minnesota. The firm has 1 office and 94 employees. The firm manages assets totaling $516.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Trunorth Wealth Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3050 Wells Fargo Place 30 East 7Th Street
Saint Paul, MN 55101

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Trunorth Wealth Partners Brokerage Details

Total Assets Under Management

$516,760,775

MN Average: $5,289,111,388
Total Number of Employees

94

MN Average: 157
Total Number of Accounts

1,201

MN Average: 8,262
Average Account Size

$430,275

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Christopher Fencl Work History

2018 - Present (6 years)

Trunorth Wealth Partners

2017 - 2018 (1 year)

Robert Half Mgmt

2015 - 2016 (1 year)

Protiviti

2012 - 2015 (3 years)

Anderson Corp

Disclosures

Please visit the SEC profile of Christopher Fencl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trunorth Wealth Partners

Sharon Morrison
Folsom, CA
Tristen Pals
Saint Paul, MN
Peter Rekstad
Saint Paul, MN
Christopher Fencl
Saint Paul, MN
Richard Hills
Saint Paul, MN
Travis Gleason
Saint Paul, MN
Craig Alcock
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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