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Paul Stephan Burmeister

Strategic Wealth Group

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About Paul Stephan Burmeister

Paul Stephan Burmeister is a financial advisor with Strategic Wealth Group. Paul is a registered investment advisor (RIA) with over 16 years of experience in the industry. Paul earned his Series 7 and 66 licenses and has a strong track record of success in helping his clients achieve their financial goals. Paul’s specializations include financial planning, portfolio management for individuals, and pension consulting. Paul is committed to providing his clients with personalized financial advice and guidance. Paul works with individuals, families, and businesses of all sizes.

Firm Information

Paul Burmeister is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

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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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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other

Referral fees

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Paul Burmeister’s Registration & Firm History

MN

08/11/2016 - Present

Strategic Wealth Group (Hastings MN)

MN

04/08/2013 - 08/10/2016

CETERA ADVISORS LLC (MINNETONKA MN)

MN

11/20/2009 - 04/08/2013

FIRST ALLIED SECURITIES, INC. (HASTINGS MN)

MN

10/13/2006 - 12/07/2009

ALLSTATE FINANCIAL SERVICES, LLC (COTTAGE GROVE MN)

MN

04/03/2006 - 09/26/2006

USALLIANZ SECURITIES, INC. (VADNAIS HEIGHTS MN)

MN

10/31/2005 - 04/07/2006

AIG FINANCIAL ADVISORS, INC. (VADNAIS HEIGHTS MN)

AZ

03/02/2004 - 10/31/2005

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 11/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Stephan Burmeister.
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