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Anthony Jason Parr

Anthony J. Parr

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | Partner
MINNEAPOLIS, MN 55402
Some features on this profile are disabled
CRD#: 1867465
Anthony Jason Parr

Professional summary

Anthony Jason Parr, CFP®, who also goes by Tony Parr, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Anthony has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Financial planning
Executive services/Equity comp...
Philanthropic services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Tony Parr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Jason Parr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

August 12, 2024 - Present

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402
RIA
CRD#: 330050
MINNEAPOLIS, MN
Past

January 5, 2018 - August 30, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
MINNEAPOLIS, MN
Past

January 5, 2018 - August 30, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
MINNEAPOLIS, MN
Past

October 31, 2006 - January 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

July 1, 2003 - January 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MINNEAPOLIS, MN
Past

October 20, 1999 - January 24, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
MINNEAPOLIS, MN
Past

April 2, 1993 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 25, 1988 - April 13, 1993

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA
Registered Investment Advisory firm - (5/30/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(8/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/29/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/1988
General Securities Representative Examination

Current Firm

PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA
Registered Investment Advisory firm - (5/30/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
333 S 7th Street, Suite 2370, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 324-0240
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-01-2026 (3/1/2026)

Regulatory assets under management

Total Number of Accounts2,040
AUM (Assets Under Management)$ 1,068,581,930

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PartnerCRD#: 330050Minneapolis, MN 55402

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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