Blue Heron Wealth Partners
Financial Services • 
Bloomington, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 3601 Minnesota Drive, Suite 925, Bloomington, Minnesota 55435, US |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Services, Financial Planning, Investment Management |
| Employees | 1-10 |
Key Contact at Blue Heron Wealth Partners
Oskar Tauring-Traxler
Wealth Advisor, Vice President Business Development
Blue Heron Wealth Partners Email Formats
Blue Heron Wealth Partners uses 1 email format. The most common is {first name} (e.g., john@blueheronwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@blueheronwealth.com | 100% |
About Blue Heron Wealth Partners
Our financial planning process is not a “one size fits all” approach. Instead, we work closely with you to identify your needs and goals, and to design a plan that works for you. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Blue Heron Wealth Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Blue Heron Wealth Partners has never raised funding before.
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