UAK Diversified LLC

UAK Diversified LLC is a finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. As fiduciary, independent, fee-only financial advisors, we provide commission-free and conflict-free financial services to our clients. Our team specializes in communicating rigorous financial mathematics through simple graphs and language, ensuring that our clients receive the most honest and objective information.

With nearly two decades of experience in actuarial work, accounting, and investment management, our Chartered Financial Analysts and Chartered Alternative Investment Analysts are dedicated to helping clients achieve financial security and well-being. We pride ourselves on being part of the 2% of financial advisors in the US who avoid third-party compensations and fees to maintain a conflict-free environment.

At UAK Diversified, we believe that financial well-being is essential for overall happiness and strive to provide unparalleled analytics and compassion to our clients. Our services include comprehensive financial and investment planning, as well as non-financial wealth advice. As registered investment advisors, we serve clients in Saint Paul, Minneapolis, Rochester, and the Twin City areas, and wherever legally permitted.

Trust UAK Diversified to help you plan your financial future with outstanding service beyond the required fiduciary duties. Contact us for more information or to schedule a meeting at a location convenient for you.