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James Clifton Neathery

Redhawk Wealth Advisors, Inc.

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About James Clifton Neathery

James Clifton Neathery is a financial advisor with Redhawk Wealth Advisors, Inc. James has been in the industry since 1991 and has experience in a variety of investment areas. James also serves as the President and CEO of James C. Neathery & Associates Inc., which provides insurance services.

Firm Information

James Neathery is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Neathery’s Registration & Firm History

TX

06/19/2008 - Present

Redhawk Wealth Advisors, Inc. (Alvarado TX)

AZ

05/16/1994 - 12/31/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

KS

01/21/1991 - 01/28/1994

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 05/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Clifton Neathery.
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