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 with a total of 4 years of relevant experience. Fencl is an advisor for Trunorth Wealth Partners. During their career, Fencl has held roles at Anderson Corp, Protiviti, Robert Half Mgmt and Trunorth Wealth Partners. Fencl maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Minnesota. Trunorth Wealth Partners is a registered investment company based in Saint Paul, MN. The company has a total of eight financial advisors. It has $468 million in assets across its 1,101 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 1,101 accounts, 46% are held by high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse range of services, including 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. Fees charged by financial advisors are based on the type of financial services. However, fee types billed by Trunorth Wealth Partners can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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, Hourly Charges, 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

$467,655,458

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

8

MN Average: 157
Total Number of Accounts

1,101

MN Average: 8,262
Average Account Size

$424,755

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

Christopher has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Trunorth Wealth Partners

2017 - 2018 (1 year)

Robert Half Mgmt

2012 - 2015 (3 years)

Anderson Corp

2012 - 2016 (4 years)

Protiviti

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Christopher Fencl
Saint Paul, MN
Travis Gleason
Saint Paul, MN
Peter Rekstad
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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