Wixon Advisors, Inc. is an experienced team of professionals dedicated to maximizing clients’ financial interests. We are independent; therefore we have the flexibility to choose various financial products based upon your risk tolerance. This ability to pick and choose appropriate products differentiates us from most of our competitors.
Our 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 is President and Owner of Wixon Advisors, Inc. since 1989 and is a FINRA registered securities principal. Bill received his CERTIFIED FINANCIAL PLANNER ™ and ACCREDITED WEALTH MANAGEMENT ADVISOR ™ designations in 2001, Chartered Financial Consultant (ChFC) title in 1990, and his MBA from the University of Minnesota. Bill 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 1977.
||Jan Studeman is the Office Manager for Wixon Advisors, Inc. and joined the team in 2005. Jan 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 & Office Assistant for Pension Consulting firm.
||Andrew Wixon is the Portfolio Manager for Wixon Advisors, Inc. Andrew has been working for Wixon Advisors on a part-time basis since 2006, but came on as a full-time employee in March 2010. Andrew received his Bachelor's degree in Economics from Carleton College in 2002, and his General Securities Representative certification in 2010. He 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.
Wixon Advisors, Inc.
6439 Sycamore Court
Maple Grove, MN 55369