Joseph
Delaney

Nfp Retirement Inc

CRD#6828854
Investment Advisor
in Minneapolis, MN

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About this Advisor

Joseph Delaney is a financial advisor based in Minneapolis, Minnesota, working with Nfp Retirement Inc. Joseph has previously held positions at Orono High School, Loyola University, and Nfp Retirement. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Joseph is part of Nfp Retirement Inc, which operates out of Minneapolis, Minnesota. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

505 Waterford Park, Highway 169 Suite 1100
Minneapolis, MN 55441

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

MN Average: $7,578,581,321
Total Number of Employees

219

MN Average: 43
Total Number of Accounts

5,514

MN Average: 3,727
Average Account Size

$17,492,654

MN Average: $2,033,427

Investment Advisory Services

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

Joseph Delaney Work History

2020 - Present (4 years)

Nfp Retirement

2019 - 2019 (< 1 year)

Nfp Retirement

2018 - 2018 (< 1 year)

Nfp Retirement

2017 - 2017 (< 1 year)

Nfp Retirement

2016 - 2019 (3 years)

Loyola University

2009 - 2016 (7 years)

Orono High School

Disclosures

Please visit the SEC profile of Joseph Delaney 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 Nfp Retirement Inc

Jared Marx
Aliso Viejo, CA
Kristen Echols
Denver, CO
Timothy Archard
Aliso Viejo, CA
Kenneth Jenkins
Bowie, MD
Sarah Hodian
Aliso Viejo, CA
Patrick Ilcin
Beachwood, OH
Alissa Purko
Madison, WI
Nicholas Walker
Aliso Viejo, CA

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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