Wixon Advisors, Inc. is a team of experienced professionals committed to our clients’ financial well-being. As an independent company, we have the flexibility and agility to choose financial products based on your risk tolerance. This ability to pick and choose the appropriate products for you is what differentiates us from the rest.
Our first-class team includes a CERTIFIED FINANCIAL PLANNER,™ portfolio manager, office manager and administrative consultant. We also consult with economic advisors, accountants, estate planning attorneys, tax planning specialists and company insurance specialists.
William B. Wixon
President and Owner of Wixon Advisors, Inc.
Bill has been the president and owner of Wixon Advisors, a Registered Investment Advisor, since its inception in 1989. He received his CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations in 2001, his Chartered Financial Consultant (ChFC) title in 1990, and his MBA from the University of Minnesota. He is an active, 19-year member, and former Board Director, of the Minnesota Financial Planning Association (FPA). Bill has been in the financial services business since 1989.
Portfolio Manager for Wixon Advisors, Inc.
Andrew has been working for Wixon Advisors since 2010. He received his Bachelor's Degree in Economics from Carleton College in 2002, and his General Securities Representative certification in 2010. Andrew has several years of experience working as an Economist for Economic Consulting Services in DC, as well as a Database Manager for the National Science Foundation.
Office Manager for Wixon Advisors, Inc.
Jan joined the team in 2005. She has over 20 years of experience in the financial and brokerage industries, including positions as Brokerage Sales Assistant, Brokerage and Portfolio Management Operations, Portfolio Management Administrative Assistant and Office Assistant for a pension consulting firm.