Mairs & Power is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $9,695,869,684 of assets under management and employs about 44 people. Mairs & Power uses a fee structure of a percentage of assets under your management and fixed fees.

Transamerica Retirement Advisors, LLC, established in 1992, is a registered investment advisory firm specializing in Third-Party Money Management Services (TPMM) to help clients prepare for retirement. TPMM offers managed asset allocation services using model portfolios from Morningstar Investment Services, LLC. Clients have control over their investments and must agree to recommendations made by Transamerica's investment adviser representatives (IARs). The annual advisory fee for TPMM ranges from 0.75% to 1.30% based on account assets, with TRA typically receiving between 0.60% and 0.90% of the fee. Clients may incur additional fees for custodial services and ETF transaction charges through Schwab, the custodian for TPMM accounts. TRA's IARs may receive compensation and incentives for recommending advisory services, but TRA seeks to mitigate conflicts of interest by ensuring recommendations are in the client's best interest. TRA does not charge performance-based fees and does not have discretion over client accounts. Clients receive annual Advisory Review Reports and quarterly statements from Schwab. TRA does not have custody over TPMM funds, and Morningstar exercises discretion over client accounts. TRA does not vote on client securities and has a stable financial condition. No disciplinary events involving TRA or its personnel have occurred in the past ten years.

Fiduciary Counselling, Inc. (FCI) is a financial advisor firm established in 1941, offering discretionary and non-discretionary investment advisory services tailored to individual client needs. Services include asset allocation, securities recommendations, and estate planning. FCI may exercise discretion with client authorization and provides investment advice based on formulated plans and model portfolios. The firm offers advice on various investments, including equity securities, fixed income securities, ETFs, mutual funds, and private investments. Clients can impose restrictions on investments in the Client Services Agreement. FCI also assists with financial planning, accounting, estate planning, and administrative services. The firm manages approximately $3.3 billion in assets on a discretionary basis and $8.3 billion on a non-discretionary basis. Regarding fees, FCI charges an inclusive fee based on a percentage of assets held in the client's account, with rates varying based on the market value. Effective January 1, 2024, a new fee schedule will be implemented. FCI generally bills fees quarterly and reserves the right to reduce or waive fees at its discretion. The firm may charge flat fees for certain services and offers householding options for billing. Minimum annual fees apply to different types of accounts. FCI acts as a fiduciary, providing investment advice in clients' best interests. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the option to grant FCI investment discretion, and FCI provides detailed information on investment strategies, risk factors, and potential conflicts of interest. Clients receive regular reports on portfolio holdings, transactions, and performance. FCI does not compensate for client referrals and maintains strict privacy and security measures to protect clients' personal information.

Stonebridge Capital Advisors, LLC is a financial advisory firm with a team of experienced professionals dedicated to providing investment services. The firm was established in 1999 by Robert A. Kincade, who serves as the Chief Executive Officer and Portfolio Manager. Stonebridge's team includes experts like John K. Schonberg, the Chief Investment Officer, and Derrick J. Watson, the National Sales & Marketing Director. The firm's investment professionals hold various qualifications such as the Chartered Financial Analyst (CFA) designation, demonstrating their expertise in the field. Stonebridge offers a range of services, including portfolio management, research analysis, and wealth advisory. Clients of Stonebridge Capital Advisors benefit from a client-focused approach, where investment decisions are made in accordance with the client's objectives. The firm's compliance and supervisory procedures ensure that all accounts are managed diligently and in line with the client's goals. Stonebridge Capital Advisors does not have a minimum initial investment requirement mentioned in the brochure. The firm operates with transparency and integrity, with no reportable disciplinary history for any of its team members. Clients can expect personalized investment strategies tailored to their financial needs and goals.

PrairieView Partners, LLC is an independent investment advisory and financial planning firm founded in December 2007. The firm specializes in providing personalized financial planning and investment management services to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. PrairieView Partners operates on a fee-only basis, meaning they do not receive commissions for recommending investment or insurance strategies. The firm manages approximately $1.095 billion in assets as of December 31, 2024, with $1.086 billion managed on a discretionary basis. Clients of PrairieView Partners have the opportunity to place reasonable restrictions on how their accounts are managed, and the firm provides tailored financial planning services based on each client's financial objectives and risk profile. PrairieView Partners uses a disciplined investment strategy based on Modern Portfolio Theory, focusing on efficient market hypothesis and low-cost, tax-efficient asset classes like ETFs and individual bonds. The firm charges investment management fees based on a percentage of assets under management, with an annual fee ranging from 1.00% to 0.25% based on the asset tier. PrairieView Partners bills fees quarterly in advance and does not receive any portion of transaction fees charged by custodians. Clients are provided with regular reports and have access to online portfolio reports. PrairieView Partners also offers financial planning services based on a fixed fee, typically ranging from $2,500 to $5,000 depending on complexity. PrairieView Partners operates under a fiduciary duty, acting in the best interests of clients and following a Code of Ethics that addresses client confidentiality, conflicts of interest, and personal securities trading procedures. The firm provides full transparency regarding its fee structure, investment strategies, and potential risks associated with investing in the capital markets.

TruNorth Wealth Partners, LLC is an independent wealth management firm founded by Peter Rekstad, offering a range of comprehensive investment advisory services. The firm's services include financial planning, investment management, selection of independent managers, and foundation fiduciary and plan trustee support. TruNorth's team includes experienced professionals with various professional designations. The firm specializes in constructing asset-allocated portfolios of managed investments, focusing on mutual funds, ETFs, and separately managed accounts. TruNorth's investment philosophy involves strategic asset allocation, global diversification, and ongoing monitoring and rebalancing of portfolios. The firm provides personalized services addressing areas such as net worth calculation, tax and cash flow analysis, retirement and estate planning, education planning, risk management, and business planning. TruNorth does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. The firm's fee structure includes a variable fee of up to 1.25% of investable assets for investment advisory services. TruNorth uses Schwab and Fidelity as custodians and brokers, providing products and services to assist in managing client accounts. Clients have the authority to vote on proxy matters, and the firm upholds a strict privacy policy to safeguard client information. TruNorth has assets under management totaling $516,760,775 as of 12/31/2023.

HighMark Wealth Management LLC is a registered investment adviser firm established in July 2012 in Minnesota. The firm primarily offers investment advisory services to individuals, high net worth individuals, and retirement plans on a discretionary or non-discretionary basis. Clients can engage the firm for financial planning and consulting services on a stand-alone fee basis. The annual investment advisory fee ranges from 0.50% to 1.50% based on the market value of assets under management. HighMark's wrap fee program includes discretionary or non-discretionary investment management services for a specified annual advisory fee. The firm does not serve as an attorney or accountant and does not provide legal or accounting services. Clients have the option to engage in retirement plan consulting services, where the firm assists with investment selection and participant education. HighMark does not recommend the use of margin for investment purposes and does not accept performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients receive quarterly account statements and regular reports on account activity and performance. The firm does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. For any questions, clients can contact Todd Arens, the Chief Compliance Officer.

Bright Angel Advisors LLC is a financial advisory firm based in St. Paul, Minnesota, established in September 2020 by Michael James Barrett. The firm specializes in providing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive personalized Investment Policy Statements outlining their current financial situation. Bright Angel Advisors requires discretionary authority to select securities and execute transactions in accordance with fiduciary duties. The firm's investment strategy includes asset allocation, risk assessment, and regular portfolio monitoring. Bright Angel Advisors primarily advises on mutual funds, fixed income securities, equities, and ETFs, with a focus on long-term trading. The firm charges an annual fee ranging from 0.50% to 1.00% of assets under management, withdrawn quarterly. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. Bright Angel Advisors does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and charitable organizations with no minimum account size. The firm upholds a Code of Ethics, acts in the best interest of clients, and offers discretionary investment advisory services. Clients receive quarterly reports on their accounts, and Bright Angel Advisors acknowledges its fiduciary duty in proxy voting on behalf of clients. The firm has no financial conditions impairing its ability to meet client commitments and has not been subject to bankruptcy petitions in the last ten years.

Heritage Capital Advisors, LLC (HCA) is a registered investment adviser established in November 2001, providing personalized investment advisory services to individuals, trusts, IRAs, estates, and business entities. HCA manages assets on a discretionary basis, with $73,461,014 in discretionary assets under management as of December 31, 2024. The firm charges an annual percentage investment advisory fee typically ranging from 0.75% to 1.00%, payable quarterly. HCA's investment strategy includes a buy-and-hold philosophy, with the option to engage in short-term purchases and trading. The firm may utilize a "Covered Call" option strategy to generate income and protect against stock price declines. Clients are required to appoint HCA as their investment adviser and maintain accounts with Charles Schwab & Company, Inc. The minimum account size is generally $1,000,000 but may be waived in certain cases. HCA's investment analysis includes fundamental, technical, and cyclical evaluations, with investments made based on client goals and objectives. The firm discloses various risks associated with investing, such as market, company-specific, economic, geopolitical, and cybersecurity risks. HCA does not charge performance-based fees or side-by-side management fees and does not engage in client referrals for economic benefit. The firm's principal, Scott F. Moller, also serves as a Partner at Moller, Lee & Barrett PLLC, offering additional financial services.