Wixon Advisors, Inc. is a team of experienced professionals committed to our clients’ financial well-being. As an independent company, we have the flexibility to develop solutions for our clients based on their unique situations and risk profiles.
William B. Wixon
President and Owner
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, 22-year member, and former Board Director, of the Minnesota Financial Planning Association (FPA). Bill has been in the financial services business since 1989.
Vice President and Portfolio Manager
Andrew has been working for Wixon Advisors since 2010. He received his Bachelor's Degree in Economics from Carleton College in 2002, his General Securities Representative certification in 2010, and his CERTIFIED FINANCIAL PLANNER™ designation in 2022.
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.