Other firms advertise a complimentary "first meeting." I meet with you until you're comfortable to move forward - whether it's one, two, three, or more times. Choosing the right financial professional is an important decision. UnderDog Wealth Management, LLC is an independent, privately owned Registered Investment Advisor located in Maple Grove, MN.
UnderDog exists to help middle class individuals and families that are underrepresented and underserved in the financial services industry. Wealth Management isn't just for the wealthy. I'm interested in helping the hardworking, average American. Solid financial planning can happen over pizza and a beer just as well as steak and martinis.
UnderDog exists to help middle class individuals and families that are underrepresented and underserved in the financial services industry. Wealth Management isn't just for the wealthy. I'm interested in helping the hardworking, average American. Solid financial planning can happen over pizza and a beer just as well as steak and martinis.
Services
None of us were born with the ability to walk. We all leaned on something for a while until we had the courage to take our first step. Financial planning is a lot like that. First we find someone or someplace we feel comfortable leaning on, until we feel good about taking our first step. My primary objective is to make you feel comfortable.
And Definitely not. UnderDog Wealth Management Client Assets are held at Pershing, LLC, which is an independent third-party custodian. I have no authority to move your UnderDog Wealth Management Client Assets from your account. Your money can only leave the account one of two ways: 1) electronically to your bank account with your signature 2) in a check written out to the owner(s) of the account sent to the address of record.
Reviews (3)
Max Kotasek
Nov 21, 2019
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Abby Casey
Aug 31, 2017
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I cannot express how happy I am with Anthony and his team at Underdog. They are organized, trustworthy and their no dollar minimums made investing easy as a college student! I am now 25, out of college with zero student loans left and was able to buy a house at the age of 24. I recommend Underdog to all my friends, family and coworkers!
Joe Manier
Jul 20, 2011
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