Fiduciary, Independent, Fee Only Financial Advisors
About 90% of financial advisors in the US are W-2 employees or captivated agents or exclusive contractors of large financial institutions, such as insurance companies, banks, and investment product companies. Only about 2% of the financial advisors in the US are genuinely independent fiduciary financial advisors who recuse themselves from any monetary compensation arrangement with any 3rd party entities, such as insurance companies or other financial institutions.
The 2% of genuinely independent fiduciary financial advisors can become a member of The National Association of Personal Financial Advisors (NAPFA). It is the country's leading professional association of Fee-Only financial advisors— highly trained professionals committed to working in the best interest of those they serve. We are one of them.
As such, we are genuinely independent entrepreneurs committed to seeking clients' best interests without any potential conflicts of interest or pressures. As a result, we are the founders of a truly independent financial services firm and are a proud member of the Collider Foundation, which promotes Rochester's early-stage entrepreneurs.
We have an office in the Minnesota BioBusiness Center building.
UAK Diversified within Collider Foundation:
221 1st Ave SW STE STE #610,
Rochester, MN 55902
Please see below to book a time with us by clicking "In Person at Rochester, MN" or "Video Zoom Meeting."
Or call us at 763-355-2337.
UAK Diversified LLC
601 Carlson Parkway Carlson Center,
Minnetonka, MN 55305
Other Business Locations:
The University Club of Saint Paul
420 Summit Ave,
St Paul, MN 55102
Regus - Grand Oak
860 Blue Gentian Rd Suite 200,
Eagan, MN 55121
221 1st Ave SW Suite #610,
Rochester, MN 55902
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.
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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.