Workman Securities Corporation is an adviser based in Eden Prairie. It manages $6 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2005.
Workman Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Workman Securities Corporation is $6 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Workman Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.
Paul Jacob Maxa has been acting as President since 1 May 2002. Klaus Herbert Siepmann joined the executive team most recently as the Chief Compliance Officer/Cfo/Financial & Operations Principal.
The principal office where Workman Securities Corporation performs its advisory services is located at 6500 City West Parkway, Eden Prairie, MN 55344, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-541-6094 or by fax 952-541-6019. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.workmansecurities.com.