Michael
Nesheim

Vector Wealth Management

CRD#4740374
Investment Advisor
in Minneapolis, MN

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About this Advisor

Michael Nesheim is a financial advisor based in Minneapolis, Minnesota, working with Vector Wealth Management. Michael has previously held positions at Ameriprise Financial Services, Inc, Ballast Advisors, LLC, Sns Financial Group, LLC, Vector Wealth Management, and Ameriprise Financial. Michael has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Michael is part of Vector Wealth Management, which operates out of Minneapolis, Minnesota. The firm has 20 employees and manages assets totaling $1.3 billion. The firm 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, and portfolio management for institutional clients. The fee structure at Vector Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

43 Main Street Se Suite 236
Minneapolis, MN 55414

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Vector Wealth Management Brokerage Details

Total Assets Under Management

$1,333,843,885

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

20

MN Average: 157
Total Number of Accounts

2,958

MN Average: 8,262
Average Account Size

$450,928

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

Michael Nesheim Work History

2019 - Present (5 years)

Sns Financial Group, LLC

2019 - Present (5 years)

Vector Wealth Management

2017 - 2019 (2 years)

Ballast Advisors, LLC

2013 - 2017 (4 years)

Ameriprise Financial Services, Inc

2005 - 2017 (12 years)

Ameriprise Financial

Disclosures

Please visit the SEC profile of Michael Nesheim 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 Vector Wealth Management

John Bina
Minneapolis, MN
Christopher Wagner
Minneapolis, MN
Suzanne Klapperich
Minneapolis, MN
Charles Gruys
Minneapolis, MN
Joseph Grochowski
Minneapolis, MN
Jacob Ranallo
Minneapolis, MN
David Moser
Minneapolis, MN
Anthony Welle
Minneapolis, 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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