Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Gregory Wattermann is a registered Investment Advisor Representative with Dougherty Wealth Advisers LLC in WAYZATA, MN. Alex has been in the financial services industry since June 2023 and holds the Series 65 and SIE licenses. Alex focuses on providing financial planning and portfolio management services for individuals and high-net-worth individuals. Dougherty Wealth Advisers LLC has been in business since 1996 and provides financial planning, investment management, and wealth advisory services to individuals, families, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
03/05/2024 - Present
Dougherty Wealth Advisers LLC (WAYZATA MN)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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