Humphrey Financial
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Who We Are

At Humphrey Financial we’re fiduciaries.

At Humphrey Financial , we act as fiduciaries, which means we put your best interests first—not ours. We’re dedicated to our clients’ financial stability and committed to working in their best interests, ensuring they understand how their money is working for them. Our goal is to help clients protect and grow their wealth. We begin by thoroughly listening to their unique objectives and goals and from there, design proven, innovative strategies that meet their needs.
 
As a client, we work to honestly and objectively present the best possible financial strategies that accurately address your personal and/or professional needs. Taking that personal interest in your unique financial situation empowers us to tailor a strategy specifically designed to address your goals.

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​Meet Paul Humphrey, CFEd® & Founder

Paul specializes in helping union members and their families plan for their future.

Paul graduated from University of Minnesota in 1979 with a Bachelor of Science in mechanical engineering. He started in the financial industry in 1999 and holds his FINRA Series 7 and 66 licenses, as well as life and health insurance licenses.
 
Paul is a Certified Financial Educator® (CFEd®) through the Heartland Institute of Financial Education. This prestigious honor is earned by financial professionals who have demonstrated a broad knowledge base with an ability to inform others about financial topics. In order to be eligible, a financial advisor must meet a minimum time requirement in the industry, be in good standing with federal regulatory bodies, complete the education requirements, and pass the rigorous CFEd® exam. Paul continues to learn through continuing education courses.
 
Paul is a lifetime member of the University of Minnesota Alumni Association®. Paul has the knowledge and experience to understand the challenges union clients he serves face.

Paul Humphrey's Accolades & Accomplishments

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Author
Everything I Wish I Knew About Money,
That Wasn't Taught in School
​Printed 2020
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Minneapolis St. Paul magazine
5-Star Award Winner
​2018, 2019, 2020, 2021
Super Lawyers 2020 magazine
5-Star Wealth Manager
August 2020
Financial Services Institute
Financial services member 
since 2007
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Twin Cities Business
5-Star Award Winner
​2018, 2019, 2020, 2021
Wall Street Journal
5-Star Wealth Manager
March 2020
Proactive Advisor magazine
Featured article
January 2018
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Minnesota Law & Politics
Trusted Financial Advisors
October 2009

Call or email and let’s set up a time to talk!

Check the background of this firm and investment professional(s) on  FINRA's BrokerCheck.
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CRSA
CRS Supplement
CRS
CIRStatements
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 Paul Humphrey, CFEd® & Founder
Humphrey Financial, LLC
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255 South Shore Drive
Forest Lake, MN 55025


Phone: 952.201.0146
Email: paul@humphreyfinancial.com
Fax: 651.272.5277
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC . Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Humphrey Financial LLC and Cambridge are not affiliated.
 
This communication is strictly intended for individuals residing in the states of AZ, CO, FL, IL, MN, and WI. No offers may be made or accepted from any resident outside the specific states referenced. AR-3571 |20280 - 2020/7/22
Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
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