Jennifer
Arps

Captrust

CRD#4570639
Investment Advisor
in Wayzata, MN

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About this Advisor

Jennifer Arps is a financial advisor based in Wayzata, Minnesota, working with Captrust. Jennifer has previously held positions at Dougherty Wealth Advisers LLC, Mra Associates, and Capfinancial Partners, LLC. (Captrust). Jennifer is registered to provide services in Minnesota. Currently, Jennifer is part of Captrust, which operates out of Wayzata, Minnesota. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1907 Wayzata Blvd. #200
Wayzata, MN 55391

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

MN Average: $3,625,019,099
Total Number of Employees

1,554

MN Average: 22
Total Number of Accounts

100,603

MN Average: 1,917
Average Account Size

$8,470,653

MN Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Jennifer Arps Work History

2020 - Present (4 years)

Capfinancial Partners, LLC. (Captrust)

2018 - 2020 (2 years)

Mra Associates

2006 - 2018 (12 years)

Dougherty Wealth Advisers LLC

Disclosures

Please visit the SEC profile of Jennifer Arps 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 Captrust

Mark Huffman
Sacramento, CA
Mark Salazar
San Antonio, TX
David Stix
Houston, TX
Marguerite Fagan-Whitmore
New Hyde Park, NY
Jessica Mayo
San Antonio, TX
Shawn Morris
Boerne, TX
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

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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