Grey Duck Wealth Management

Financial Services - Minneapolis, Minnesota, United States

Grey Duck Wealth Management Details

Grey Duck Wealth Management is a team of professionals that understands their clients, businesses, and provide guidance to make their dreams become reality. We collaborate with clients in long-term, trusted financial services relationships. We endeavor to help you find financial peace of mind by delivering customized strategies designed with the confidence they need to pursue their own passion, dreams, and talents.Our name is meant to symbolize our Minnesota roots through a memory of childhood bliss and dedication to the future with Wealth Management. The game Duck, Duck, Grey Duck, as it is known in Minnesota, is more commonly known as Duck, Duck, Goose to the rest of the country. We are not like the rest. We are not just any duck. We are the Grey Duck Wealth Management teamDuly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Grey Duck Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. This informational and educational discussion is not intended – and should not be relied upon – as investment or financial advice. Investing involves risk, including loss of principal invested. AGE- 4681397.1(4/22)(Exp.4/24)

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Employees: 4
HQ: (612) 243-3216
Location: Minneapolis, Minnesota, United States
Revenue:
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