Run a free full auditAdvanced Wealth Management Group of Edina is a wealth management firm in Edina, MN, located at 7701 France Avenue South Suite 120. The firm provides investment management, retirement planning, and tax and estate planning services. Their team includes John J. Karpinsky, Principal; Daniel J. Klein, CFP®, Principal; Kimberlee Grayson, Business Processing Specialist; Dane Hammer, Paraplanner; Karsten Pfeifer, Manager, Concierge Services; Rob Beveroth, Registered Representative; Rose Winkels, Manager of Books and Records; Tiana Ellis, Client Service Associate; and Toni Brask, Client Service Associate.
The firm utilizes The Advanced Wealth Optimization System™, which is based upon listening first and acting second. They offer comprehensive financial planning to simplify complex issues. Their investment management uses a strategic active and passive approach. The firm collaborates with professional and legal counsel to ensure plans fulfill income tax objectives and legacy goals. They monitor plans on an annual basis. The firm holds a 5.00 rating based on customer reviews.
The business sits on France Avenue South in Edina, MN, near the Maetzold Amphitheater which is about a fifth of a mile away. It is also close to the Centennial Lakes neighborhood and the Hughes Pavilion community center, both roughly a third of a mile distant.
BizScoreAI awarded the firm a Performance score of 79 out of 100, which reflects fast website loading that keeps visitors engaged and aids search engine ranking. The Discoverability score is 75 out of 100, showing that AI crawlers can access all pages to enable future recommendations. Additionally, the firm ranks number 3 of 4 Wealth Management businesses that BizScoreAI has scored in Edina.
BizScoreAI scanned the website advancedwealth.com on June 23, 2026. Advanced Wealth Management Group of Edina has a BizScore of 50 out of 100.
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 11 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 56, Technical 74, Performance 53, Content 60.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Author Signals (warning).
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