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Nies Financial Group Inc. (Sartell)


Nies Financial Group Inc. is an adviser based in Sartell. It manages $16.66 million of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado and Minnesota.

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Nies Financial Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nies Financial Group: assets under management

The assets under management (AUM) of Nies Financial Group Inc. is $16.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nies Financial Group Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sartell

The principal office where Nies Financial Group Inc. performs its advisory services is located at 125 Twin Rivers Court, Sartell, MN 56377, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 320-258-3533 or by fax 320-258-3513. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.niesgroup.com.


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