Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Cardinal Wealth Advisors Logo
Cardinal Wealth Advisors CB Rank
1957483
Heat Score
56
Cardinal Wealth Advisors provides financial planning, investment analysis, retirement planning and legacy planning services.
Founded
obfuscation
Private Eden Prairie, Minnesota, United States1-10 www.cardinalwealthadvisors.com
Finance
Financial Services
Retirement
Wealth Management
Overview

Cardinal Wealth Advisors
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Cardinal Wealth Advisors

CB Rank
1957483
Cardinal Wealth Advisors provides financial planning, investment analysis, retirement planning and legacy planning services.
Founded
obfuscation
Private Eden Prairie, Minnesota, United States1-10 www.cardinalwealthadvisors.com
Finance
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Cardinal Wealth Advisors LLC
Operating Status Active
Company Type For Profit
Founders  John Bergstrom
Phone Number +1-952-746-4700
Contact Email info@cardinalwealth.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service that helps individuals and families create strategies to manage their finances and achieve financial goals.
Investment Analysis
Service that evaluates investment options to help clients make informed decisions about their portfolios.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$84.6KThis year, Cardinal Wealth Advisors is projected to spend $84.6K on IT, according to Aberdeen.

Active Website Tech Count

25Cardinal Wealth Advisors is actively using 25 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Cardinal Wealth Advisors's headquarters? Cardinal Wealth Advisors is located in Eden Prairie, Minnesota, United States.Who are Cardinal Wealth Advisors's competitors? Alternatives and possible competitors to Cardinal Wealth Advisors may include Nottingham Investment Services, CTS Financial Group, and  JMC Wealth.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(4743169 1)
|