William B. Wixon,  CFP<sup>&reg;</sup> - Financial Advisor

William B. Wixon, CFP®

MBA, AWMA

President

Wixon Advisors, Inc.

6439 Sycamore Ct N
Maple Grove, MN 55369
FINANCIAL ADVISOR'S WEBSITE
(763) 543-1819

General

William Wixon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wixon Advisors, Inc. in Maple Grove, MN and the surrounding communities.

Financial Advisor Overview

Financial planning is all about seeing the total financial picture. Our process is centered on determining and meeting the economic goals of each client, not on selling financial products. We start by learning about your personal values and aspirations, identifying your short- and long-term goals, analyzing your total financial situation and formulating a plan to monitor progress and reach your objectives. The result is a comprehensive, customized plan created to fit your life.

We specialize in retirement planning, and give a lot of advice on when to take Social Security.

We know that our client is our most important asset and our service is based on the principle of always putting their interests first.

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Financial Advisor Experience

Bill has been president and owner since 1989 and is a FINRA-registered securities principal. 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 1977.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Wealth Mgmt. Adv.

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securities offered through Gardner Financial Services, Inc. 8421 Wayzata Blvd, Suite 350, Minneapolis, MN 55426. A registered broker/dealer. Member FINRA, SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources