Financial Planner for Minneapolis, MN

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When you contact a member of our friendly team, you can rest assured that you are receiving experienced help from the very best in the business. With a financial advisor from UAK Diversified Wealth Advisors, we can help you analyze your finances from every angle and prepare for the future.

With a quick visit to our office near Minneapolis, we can help you create a financial plan that will help you save money and cultivate healthy habits for the future. From taxes to complex investment portfolios, we can analyze your finances in whatever state they may be, and help you improve them so that you can one day retire with confidence.

We pride ourselves on our commitment to the needs and financial success of our clients. We strive to form a lasting relationship with each client so that they can have the assurance that they will always be treated like a valued member of our family. We can put your mind at ease so that you can improve your finances with our help.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.

*UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. We can also serve clients where otherwise legally permitted. 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

These materials have been independently produced by UAK Diversified LLC.  UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.  UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination.  We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email us with inquiries.