Charles
Burgess
Financial Dimensions Group, Inc
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About this Advisor
Charles Burgess is a financial advisor based in Sheridan, Wyoming, working with Financial Dimensions Group, Inc. Charles has previously held positions at Eliason Financial, Sheridan Memorial Hospital, Frontier Asset Management, LLC, Osaic Wealth, Inc Fka Royal Alliance Associates, Inc, and Financial Dimensions Group, Inc. Charles has passed the Series 63 regulatory exam and is registered to provide services in Wyoming. Currently, Charles is part of Financial Dimensions Group, Inc, which operates out of Sheridan, Wyoming. The firm has 9 offices and 49 employees. The firm manages assets totaling $2.6 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, and pension consulting services. The fee structure at Financial Dimensions Group, Inc includes asset-based, hourly, and fixed fees.
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Financial Dimensions Group, Inc Brokerage Details
$2,603,760,951
49
9,105
$285,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Burgess Work History
Osaic Wealth, Inc Fka Royal Alliance Associates, Inc
Financial Dimensions Group, Inc
Eliason Financial
Sheridan Memorial Hospital
Frontier Asset Management, LLC
Disclosures
Please visit the SEC profile of Charles Burgess 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 Financial Dimensions Group, Inc
Saint Paul, MN
Saint Paul, MN
Osseo, MN
Saint Paul, MN
Sheridan, WY
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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