Richard
Hills

Trunorth Wealth Partners

CRD#7746271
Investment Advisor
in Saint Paul, MN

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About this Advisor

Richard Hills is a financial advisor based in Saint Paul, Minnesota, working with Trunorth Wealth Partners. Richard has previously held positions at Chipotle Mexican Grill, The Hopetown Group, Minnesota Department Of Revenue, and Trunorth Wealth Partners. Richard has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Richard 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

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

Richard Hills Work History

2020 - Present (4 years)

Trunorth Wealth Partners

2017 - 2020 (3 years)

Minnesota Department Of Revenue

2016 - 2016 (< 1 year)

The Hopetown Group

2012 - 2016 (4 years)

Chipotle Mexican Grill

Disclosures

Please visit the SEC profile of Richard Hills 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

Peter Rekstad
Saint Paul, MN
Sharon Morrison
Folsom, CA
Tristen Pals
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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