JA
Judd D. Axelson
PARATUS WEALTH MANAGEMENT
Long Lake, MN 55356
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CRD#: 5045975
JA
Professional summary
Judd David Axelson is a registered financial advisor currently at PARATUS WEALTH MANAGEMENT, LLC located in Long Lake, Minnesota.
Judd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Judd has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
AXELSON & ASSOCIATES LLC; 17635 27TH AVENUE N.; PLYMOUTH, MN 55447. NOT INVESTMENT RELATED; CONSULTING AND RECRUITING. START DATE 6/2005; POSITION - OWNER; 5 HRS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Judd David Axelson's 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®
NoneExperience
Current
April 10, 2007 - Present
PARATUS WEALTH MANAGEMENT, LLC
Office #1: 1850 W Wayzata Blvd Suite 260, Long Lake, MN 55356RIA
CRD#: 137103
Long Lake, MN
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(2/9/2018)
IAR
South Carolina(4/10/2007)
Current Firm
PW
PARATUS WEALTH MANAGEMENT, LLC
PARATUS WEALTH MANAGEMENT, LLC
CRD#: 137103 / SEC#:
Minnesota
Registered Investment Advisory firm - (11/15/2005 Approved)South Carolina
Registered Investment Advisory firm - (5/15/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1850 W Wayzata Blvd Suite 260, Long Lake, MN 55356
Mailing Address
Phone number
(952) 345-6895
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 64,200,000 |
Red Flags
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