Zigler & Associates

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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Today: 8:00 am - 4:30 pm

Tomorrow: 8:00 am - 4:30 pm

10 Years

in Business

(763) 783-0099Call Visit WebsiteVisit Website Map & DirectionsDirections10091 Dogwood St NWMinneapolis, MN 55448 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 4:30 pm

Places Near Minneapolis with Financial Planners

Andover (9 miles)
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Anoka (10 miles)
Champlin (11 miles)
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More Info

General Info: Zigler & Associates is an independent, privately owned firm with deep roots in the community. We don't have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve. As you go through life, you make many transitions - both planned and unexpected. These transitions require decisions and adjustments that have financial implications. We help you navigate through these challenges and opportunities, helping keep you on course to accomplish what is most important to you. When you earn, spend and invest in ways that are compatible with your values and priorities, you will find a sense of purpose and experience freedom in your life.
Email: Email Business
Extra Phones: Phone: (763) 250-1860
AKA: Zigler and Associates
Other Link: http://www.ziglerandassociates.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Mutual Funds
Other Information: Parking: Lot

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11/07/2012

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Details

Phone: (763) 783-0099

Address: 10091 Dogwood St NW, Minneapolis, MN 55448

Website: http://www.ziglerandassociates.com

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Zigler & Associates

Tax Planning
Charitable Giving

Investment Management
Under LPL’s investment advisory programs and mutual fund asset allocation programs, LPL advisors provide ongoing investment advice and monitoring of client portfolios. These services may be on a discretionary basis, which means you don’t need to direct your advisor to make trades, rebalance your portfolio, or make other investment decisions for your account. For such services, clients pay LPL a fee for investment management, brokerage, custody, and administrative services. The fee, which is negotiated between the LPL advisor and client, is typically a percentage fee based on the value of the assets in the account. These ongoing services and fees are set out in the Investment Advisory Agreement between LPL and the client, which the client can terminate at any time.
Mutual Funds
Unlike an investment advisory relationship in which clients pay an ongoing asset-based fee, in a brokerage relationship, clients typically pay a commission to LPL on each transaction in the account. Clients don’t pay commissions in an advisory relationship. The amount of the commission in a brokerage relationship varies depending on the security or investment product selected by the client. For mutual funds, the commission or sales load is typically paid up front, is charged directly against the investment, and is based on the amount of assets invested. For example, if you have $1,000 and want to invest it in a mutual fund Class A share with a 5% front-end load through a brokerage relationship, the $50 sales charge you must pay comes off the top, and the remaining $950 is invested in the fund. Mutual funds typically offer multiple share classes that have different fees and expenses and pay brokers in different ways. The applicable sales charge is described in the prospectus or other offering document of the investment product provided to the client in connection with the investment. As a broker/dealer, LPL receives other types of fees and compensation, such as trail payments (also called 12b-1 fees) and markups. When LPL acts as a broker/dealer, it has a duty to deal fairly with its brokerage clients.

Financial Planning
Whatever your age, we can help stabilize your financial picture and start you on a solid course to managing your future. Put our 30+ years of financial planning experience to work for you.
Annuities
Many people purchase annuities with income riders as a way to guarantee an income stream during retirement. These riders and benefits can be hard to understand or you may have forgotten exactly how yours works after a number of years. If you own and annuity and no longer receive any service/help from your rep/agent, we can help you understand what you own and how it fits into your overall plan.
Long Term Care
Long Term Care planning encompasses not only possible insurance options, but non-insurance based asset protection and planning.
Asset Management
LPL is an investment advisor registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. As an investment advisor, LPL has a fiduciary responsibility to its advisory clients and, therefore, is obligated to act in the best interests of clients and make full and fair disclosure of all material conflicts of interest. LPL advisors offer a number of investment advisory programs and services, including discretionary programs such as Strategic Asset Management (SAM), Model Wealth Portfolios (MWP), Guided Wealth Portfolios (GWP), and Personal Wealth Portfolios (PWP); mutual fund asset allocation programs such as Optimum Market Portfolios (OMP); and planning services.
College Funding
It’s never too early to plan for the constantly rising costs of college. We’ll help you project the amount you’ll need, and we create a plan to meet those future expenses for your children or grandchildren.
Asset Protection

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