Charles
Burgess
Financial Dimensions Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Charles Burgess is a chartered financial analyst working out of Sheridan, Wyoming with a total of 2 years of relevant experience. Burgess is currently employed by Financial Dimensions Group, Inc. Throughout their career, they have worked at Eliason Financial, Sheridan Memorial Hospital, Frontier Asset Management, LLC, Royal Alliance Associates, Inc and Financial Dimensions Group, Inc. Burgess holds a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Wyoming. Financial Dimensions Group, Inc is an advisory company operating out of Saint Paul, MN. The investment advisory business has offices in 10 locations and a total of 51 advisors. It controls $2 billion in assets among its 8,547 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 8,547 client accounts, 16% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually depend on the type of financial services offered. Fee types billed by Financial Dimensions Group, Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Financial Dimensions Group, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,183,714,509
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
51
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,547
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$255,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Burgess Work History
Charles has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Financial Dimensions Group, Inc
Eliason Financial
Sheridan Memorial Hospital
Frontier Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Osseo, MN
Saint Paul, MN
Osseo, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Osseo, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)