Michael Purdy
Wacker & Associates · St. James, Minnesota
Michael Purdy is a fee-only financial advisor at Wacker & Associates in St. James, Minnesota. Wacker & Associates reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Wacker & Associates |
|---|---|
| Based in | St. James, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $180.2M across 421 accounts |
| SEC registration | Investment adviser representative in MN · CRD 2688497 |
| Exams passed | Series 63 (1995) · Series 66 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Michael's firm compares
- Wacker & Associates's average account is about $428,000, from its Form ADV (assets managed divided by 421 accounts).
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Questions about Michael
Is Michael Purdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wacker & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Wacker & Associates, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Michael Purdy based?
Michael Purdy is based in St. James, Minnesota.
Is Michael Purdy registered with the SEC?
Yes. Michael Purdy is registered as an investment adviser representative in MN (CRD 2688497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wacker & Associates manage?
Wacker & Associates reports $180.2M across 421 accounts in assets under management.
How do I contact Michael Purdy?
Contact details aren't on file yet. Search for Wacker & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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