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Counsel Wealth Management, Inc. Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Counsel Wealth Management, Inc. is a financial services firm based in Minnesota, focused on wealth management for individuals, families, businesses, trusts, and retirement accounts. The firm emphasizes education, communication, and personalized service as part of its approach, with a team of professionals and support staff dedicated to client service while managing more than $200 million in assets. Its positioning centers on delivering informed financial decisions to clients through a collaborative, service-oriented model in the local market surrounding St. Paul. The company operates from its Arden Hills office, and its mission underscores education and clear communication as core components of client guidance.

Find Counsel Wealth Management, Inc. employees' phone numbers or email addresses

Counsel Wealth Management, Inc. Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    20
  • Canada
    2

Counsel Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    J. C.
    Regional Vice President
    Mobile Phone
  • Stylized image of a person
    D. O.
    Financial Advising Intern
    Mobile Phone
  • Stylized image of a person
    S. M.
    Associate Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    E. A.
    Client Service Coordinator
    Mobile Phone

Counsel Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Counsel Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. C.
    Regional Vice President
    Mobile Phone
    CanadaOntario
    Aug 02, 2026
  • Stylized image of a person
    D. O.
    Financial Advising Intern
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Associate Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    Z. L.
    Wealth Advisor
    Mobile Phone
    Apr 24, 2025
  • Stylized image of a person
    E. A.
    Client Service Coordinator
    Mobile Phone
    CanadaOntario
    Aug 01, 2026

Frequently Asked Questions

What is Counsel Wealth Management, Inc. known for?

Minus sign iconPlus sign iconCounsel Wealth Management, Inc. was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-651-639-****
. Explore Counsel Wealth Management, Inc.'s company overview page for more information.

What is Counsel Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconCounsel Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Counsel Wealth Management, Inc. email formats with LeadIQ.

How many employees does Counsel Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconCounsel Wealth Management, Inc. has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Counsel Wealth Management, Inc.'s key employees and leadership?

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As of July 2026, Counsel Wealth Management, Inc.'s key employees include:

  • Regional Vice President: J. C.
  • Financial Advising Intern: D. O.
  • Associate Wealth Advisor: S. M.
  • Wealth Advisor: Z. L.
  • Client Service Coordinator: E. A.

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