Blue Heron Wealth Partners Information
Contact top employees from
Blue Heron Wealth Partners
Summary
Our financial planning process is not a “one size fits all” approach. Instead, we work closely with you to identify your needs and goals, and to design a plan that works for you.
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Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Investment Management, Risk Management, Tax Services
Contact Blue Heron Wealth Partners
Organization Website
Phone Number
952-852-1293
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Blue Heron Wealth Partners shows a diverse range of experience levels:
29% for 1–2 years29% for 3–4 years43% for 5–7 yearsContact top employees from
Blue Heron Wealth Partners
Oskar Tauring
Wealth Advisor, Vice President Business Development
Marissa Gehling
Tax Advisor
Heather Pape
Advisor Associate
Lori Tauring
Founder/President
Mikel Dumonceaux
Vice President
Nick Kruell
Financial Planner
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FAQ
Blue Heron Wealth Partners operates in the Financial Services industries. More details can be found on the official website: blueheronwealthpartners.com.
The headquarters of Blue Heron Wealth Partners are located in Bloomington, United States.
You can contact Blue Heron Wealth Partners by phone at 952-852-1293.
Blue Heron Wealth Partners currently employs 10-50 people.
