MEMBERSHIP DIRECTORY - Minnesota · Minnesota Chapter Page 38. MEMBERSHIP DIRECTORY - Minnesota...
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MEMBERSHIP DIRECTORY - Minnesota Longo Kathleen Flourish Wealth Management 3300 Edinborough Way, Suite 420 952-392-4474 Edina, MN 55435 952-841-2223 Fax: [email protected] Charitable Giving Estate Planning General Financial Planning August 1998 Member Since M CFP®, CAP Loomis George Focus Financial Network Inc. 1000 Shelard Parkway #300 952-225-0310 Minneapolis, MN 55426 952-525-8538 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning September 1998 Member Since A CFP® Lorenz Bruce MPPL Financial 300 West Michigan St. #708 715-218-8575 Duluth, MN 55802 218-628-3133 Fax: [email protected] January 2018 Member Since CFP® Loveland Keith Loveland Consulting 7900 Xerxes Ave S, #500 952-746-1106 Minneapolis, MN 55431-1106 952-893-0133 Fax: [email protected] Fiduciary Matters Comprehensive Financial Planning Investment and Asset Management November 1983 Member Since A JD, AIFA, CIDA Lucking Andrew LWM, LLC 1434 Juliet Ave 651-402-2143 St Paul, MN 55104 Fax: [email protected] April 2012 Member Since CFP® Ludwig Peter Ludwig Financial Group 110 Bank Street SE, Suite 602 612-379-7773 Minneapolis, MN 55414 612-379-7781 Fax: [email protected] August 1992 Member Since J CFP® Lund Christina NorthRock Partners LLC 6424 Humboldt Ave S 612-961-0152 Richfield, MN 55423 Fax: [email protected] July 2016 Member Since Lund James NorthRock Partners 650 Third Ave South, Suite 1500 612-367-8803 Minneapolis, MN 55402 612-367-8886 Fax: [email protected] Business Owners Executives Comprehensive Financial Planning March 1993 Member Since B CFP®, MBA Lund Jerry Ameriprise Financial Services 4840 Clearwater Circle 612-678-4650 Savage, MN 55378 612-671-7432 Fax: [email protected] March 2006 Member Since M CFP® Lundgren Art Lake Country Financial Planning 4737 County Road 101, #215 612-250-9635 Minnetonka, MN 55345 Fax: [email protected] November 2013 Member Since CFP® MacDonald Brian Ameriprise Financial Services, Inc. 7650 Edinborough Way #225 952-893-7966 Edina, MN 55435 952-893-7967 Fax: [email protected] Comprehensive Financial Planning Investments Retirement Planning March 2004 Member Since C MBA, CPCU, CFP®, ChFC, APMA Machlitt Melissa JRA Financial Advisors 7373 Kirkwood Court #300 763-315-8000 Maple Grove, MN 55369 612-315-8040 Fax: [email protected] April 1999 Member Since R CRPS, CRPC Maciej Lee Ameriprise Financial Services, Inc. 10810 Old County Road 15 Suite 110 763-703-5578 Plymouth, MN 55441 Fax: [email protected] September 2018 Member Since CFP® Madsen Anton NewLeaf Financial Guidance LLC 926 S Gould St (651) 402-7146 Redwood Falls, MN 562832261 Fax: [email protected] February 2016 Member Since CFP® October 1, 2019 Page 38 Minnesota Chapter
Transcript of MEMBERSHIP DIRECTORY - Minnesota · Minnesota Chapter Page 38. MEMBERSHIP DIRECTORY - Minnesota...
MEMBERSHIP DIRECTORY - Minnesota
Longo KathleenFlourish Wealth Management3300 Edinborough Way, Suite 420
952-392-4474Edina, MN 55435
952-841-2223Fax:[email protected]
Charitable GivingEstate PlanningGeneral Financial Planning August 1998
Member Since
MCFP®, CAP
Loomis GeorgeFocus Financial Network Inc.1000 Shelard Parkway #300
952-225-0310Minneapolis, MN 55426
952-525-8538Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 1998
Member Since
ACFP®
Lorenz BruceMPPL Financial300 West Michigan St. #708
715-218-8575Duluth, MN 55802
218-628-3133Fax:[email protected]
January 2018
Member Since
CFP®
Loveland KeithLoveland Consulting7900 Xerxes Ave S, #500
952-746-1106Minneapolis, MN 55431-1106
952-893-0133Fax:[email protected]
Fiduciary MattersComprehensive Financial PlanningInvestment and Asset Management November 1983
Member Since
AJD, AIFA, CIDA
Lucking AndrewLWM, LLC1434 Juliet Ave
651-402-2143St Paul, MN 55104
April 2012
Member Since
CFP®
Ludwig PeterLudwig Financial Group110 Bank Street SE, Suite 602
612-379-7773Minneapolis, MN 55414
612-379-7781Fax:[email protected]
August 1992
Member Since
JCFP®
Lund ChristinaNorthRock Partners LLC6424 Humboldt Ave S
612-961-0152Richfield, MN 55423
July 2016
Member Since
Lund JamesNorthRock Partners650 Third Ave South, Suite 1500
612-367-8803Minneapolis, MN 55402
612-367-8886Fax:[email protected]
Business OwnersExecutivesComprehensive Financial Planning March 1993
Member Since
BCFP®, MBA
Lund JerryAmeriprise Financial Services4840 Clearwater Circle
612-678-4650Savage, MN 55378
612-671-7432Fax:[email protected]
March 2006
Member Since
MCFP®
Lundgren ArtLake Country Financial Planning4737 County Road 101, #215
612-250-9635Minnetonka, MN 55345
November 2013
Member Since
CFP®
MacDonald BrianAmeriprise Financial Services, Inc.7650 Edinborough Way #225
952-893-7966Edina, MN 55435
952-893-7967Fax:[email protected]
Comprehensive Financial PlanningInvestmentsRetirement Planning March 2004
Member Since
CMBA, CPCU, CFP®, ChFC, APMA
Machlitt MelissaJRA Financial Advisors7373 Kirkwood Court #300
763-315-8000Maple Grove, MN 55369
612-315-8040Fax:[email protected]
April 1999
Member Since
RCRPS, CRPC
Maciej LeeAmeriprise Financial Services, Inc.10810 Old County Road 15 Suite 110
763-703-5578Plymouth, MN 55441
September 2018
Member Since
CFP®
Madsen AntonNewLeaf Financial Guidance LLC926 S Gould St
(651) 402-7146Redwood Falls, MN 562832261
February 2016
Member Since
CFP®
October 1, 2019Page 38Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Madson EricMPPL Financial309 W Superior St
218-628-3135Duluth, MN 55802
October 2018
Member Since
Maher Molly
3381 Vista Ct
651-270-4307Hastings, MN 55033
April 2019
Member Since
Mahoney JeffreyFarm Bureau Financial Services14500 Burnhaven Dr. Ste #190
952-207-7402Burnsville, MN 55306
August 2013
Member Since
RCFP®
Maier KateWealth Enhancement Group505 N Hwy 169 Suite #900
763-417-1678Plymouth, MN 55441
763-417-1679Fax:[email protected]
January 2014
Member Since
JD, CFP®, CTFA
Malecha EmilyNorth Star Resource Group2701 University Ave SE
612-617-6178Minneapolis, MN 55414
June 2018
Member Since
CRPC
Malotky Catherine
5901 Rowland Road
952-240-1498Minnetonka, MN 55343-8923
September 2006
Member Since
CRC
Manchester JonathanBailard Inc.2815 W. 53rd St.
(612) 360-7803Minneapolis, MN 55410
August 2007
Member Since
CFP®, CFA
Mans AdamAKM Advisory, LLC12800 Whitewater Drive Suite #100
612-360-4463Minnetonka, MN 55343
May 2012
Member Since
CFA, CFP®
Marell NoahWipfli Hewins Investment Advisors7601 France Avenue South, #400
952-548-3328Edina, MN 55435
July 2015
Member Since
BCFP®
Martin BrianAccredited Investors176 Windsor Ct
612-747-8064New Brighton, MN 55112
November 2009
Member Since
CFP®
Martin MicheleLurie Wealth Advisors, LLC2501 Wayzata Blvd
612-381-8750Minneapolis, MN 55405
May 2016
Member Since
Mastel EmmyPrudential600 S Hwy. 169 #1000
952-544-9533 x7115St Louis Park, MN 55426
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2003
Member Since
LCMFC, CLTC
Mastley ChristopherJNBA Financial Advisors, Inc.8500 Normandale Lake Blvd, #450
952-844-0995Bloomington, MN 55437
April 2018
Member Since
CFP®
Matheson MichaelFinancial Dimensions Group11272 86th Avenue N, Suite B
763-416-8206Maple Grove, MN 55369-4510
Asset ManagementEstate PlanningRetirement Planning October 1997
Member Since
ACFP®
October 1, 2019Page 39Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Matz RonRobert W. Baird & Co.601 Carlson Pkwy., Ste#950
952-249-7631Minnetonka, MN 55305
August 2019
Member Since
WQPFC, CIMA
Mauer-Tonn Kathleen
651-900-0812McAllen, TX
Asset ManagementInvestment PlanningRetirement Planning November 1983
Member Since
ACFP®
May JasonAdvisorNet Financial, Inc.701 4th Ave S, #1500
612-347-8600Minneapolis, MN 55415
January 2012
Member Since
CFP®
Mayrand AlexanderMRK Financial Solutions3020 Harbor Lane N
763-541-8400Plymouth, MN 55447
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2008
Member Since
CFP®
McAlpin MartinM&E Catalyst Group100 S Fifth Street, Suite 2300
612-492-9361Minneapolis, MN 55402
October 2018
Member Since
McCarrell NancyPrestige Wealth Management652 Bielenberg Dr
651-209-9333Woodbury, MN 55125
June 2019
Member Since
CFP®
McCarthy BrennanBoulevard Wealth Management, Inc.6500 City West Pkwy Ste 325
763-401-4224Eden Prairie, MN 55344
May 2018
Member Since
CFP®
McClung KathleenAmeriprise Financial108 Ameriprise Financial Ctr
612-678-1069Minneapolis, MN 55474
September 2019
Member Since
McCoy DonaldPlanners Financial Services, Inc1210 Northland Dr #190
651-405-9000Mendota Heights, MN 55120
952-835-4702Fax:[email protected]
General Financial Planning
March 2000
Member Since
LJD, CMFC
McCready PaulCounsel Financial Planning, Inc.6 Pine Tree Drive, Suite 100
651-639-8707New Brighton, MN 55112
651-639-8807Fax:[email protected]
Asset ManagementQualified PlansRetirement/Estate Planning May 1999
Member Since
SRFP, CFP®
McGlynn ErinAmerican Cancer Society4316 Coolidge Ave
925-389-2525St Louis Park, MN 55424
January 2019
Member Since
McIntire ColbyMinnesota State University, Mankato711 S Victory Dr, Apt 5
712-301-1668Mankato, MN 56001
January 2019
Member Since
McNearney DennisDenny's Tax Service7106 Ohms Lane
612-869-4774Edina, MN 55439
612-869-0081Fax:[email protected]
Cash Management and BudgetingInvestment and Asset ManagementRetirement and Tax Planning December 1999
Member Since
J
McNeil DonaldHeley, Duncan & Melander, PLLP8500 Normandale Lake Blvd, Ste 2110
952-841-0206Minneapolis, MN 55437
December 2012
Member Since
October 1, 2019Page 40Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
McTeague SeanSecurian400 North Roberts St, Mail Stop A5-4520
651-665-4520St Paul, MN 55101
651-665-3565Fax:[email protected]
August 2006
Member Since
PCFP®
Meath RobertMeath Financial Group701 Fourth Ave S, Suite 1500
612-347-8637Minneapolis, MN 55415
612-347-7839Fax:[email protected]
April 1997
Member Since
J
Meath-Sinkin KerryMeath Financial Group701 4th Ave South, Suite 1500
612-347-8689Minneapolis, MN 55415
June 2016
Member Since
Meilahn JoniUS Bancorp Investments60 Livingston Avenue, EP-MN-WS4M
651-466-6330St Paul, MN 55107
May 1983
Member Since
LCFP®
Meints RobertPathway Financial Advisors7760 France Ave S, #1163
952-593-9945Edina, MN 55435
952-545-8500Fax:[email protected]
August 2013
Member Since
CRPC, RFC
Meisinger EmilyThe Advocate Group601 Carlson Parkway, Suite 1100
952-693-2630Minnetonka, MN 55305
January 2017
Member Since
CFP®
Meisler SethAffiance Financial600 Highway 169 South, #1950
952-253-2584St Louis Park, MN 55426
April 2008
Member Since
CFP®, CPA
Meland NashPrincipal Financial11100 Wayzata Blvd, Ste 405
763-913-7129Minnetonka, MN 55305
October 2018
Member Since
Meland PatriciaFidelity Investments11450 Wayzata Blvd.
952-252-3880 x75203fMinnetonka, MN 55305
... May 2008
Member Since
CFP®
Melander JonBoulay Financial Advisors, LLC7500 Flying Cloud Drive, Suite 800
952-847-4802Minneapolis, MN 55344
952-516-7230Fax:[email protected]
Asset ManagementAsset AllocationGeneral Financial Planning February 2001
Member Since
JAIF, CFP®, CIMC, CIMA
Melby BradleyAmeriprise Financial Services3900 North Woods Drive #150
651-765-7035Arden Hills, MN 55112
651-494-9768Fax:[email protected]
Retirement PlanningTax PlanningInvestment Planning January 1995
Member Since
LCFP®
Melchior JeffreyBell Banks15 Broadway
701-451-3083Fargo, ND 58102
July 2006
Member Since
JCFP®
Menard DanaTwin Cities Wealth Strategies11670 Fountains Drive Suite 200
763-445-2772Maple Grove, MN 55369
763-416-8239Fax:[email protected]
January 2014
Member Since
JCFP®
Menzel ThomasLegacy Financial Advisors Corp3500 American Boulevard West, Suite 675
952-893-5565Bloomington, MN 55431
952-893-5560Fax:[email protected]
Estate PlanningRetirement PlanningInvestment Planning September 1984
Member Since
LCFP®
October 1, 2019Page 41Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Metzger MichaelSchubert, Kumagai & Associates8325 Wayzata Blvd, #100
763-543-5150Golden Valley, MN 55426
763-525-0372Fax:[email protected]
May 2012
Member Since
CFP®
Metzig BrittanyBond & Devick Wealth Partners600 South Hwy 169, #875
952-591-0113St Louis Park, MN 55426
952-591-0104Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementInsurance November 2003
Member Since
JCFP®, NSSA
Meyer BrentMeristem Family Wealth601 Carlson Pkwy, Ste 800
952-405-7959Hopkins, MN 55305
April 2012
Member Since
CFP®
Meyer GrantFure Financial8500 Normandale Lake Blvd, #950
952-944-8250Bloomington, MN 55437
February 2010
Member Since
CFP®
Meyer JenLockton Companies5500 Wayzata Blvd Ste 510
952-607-1076Minneapolis, MN 55416
April 2019
Member Since
CISR
Meyer JonBGM Wealth Management, LLC4470 W. 78th Street Circle, #200
952-844-2513Bloomington, MN 55435
952-844-2525Fax:[email protected]
Investment PlanningRetirement PlanningEstate Management June 1999
Member Since
TCFP®
Meyer Tyler
2300 Jonquil Ln NMinneapolis, MN 55441
February 2019
Member Since
Meyers Ben
26809 117th Street NW
763-244-5295Zimmerman, MN 55398
April 2019
Member Since
Meyers KeithKeith Meyers, Inc319 Main Street West
507-263-4830Cannon Falls, MN 55009
October 2014
Member Since
CFP®
Mickolichek BradyAll Star Financial3610 Mckinley St NE
320-583-7465Minneapolis, MN 55418
November 2017
Member Since
CFP®
Miller AmberThe Planning Center, Inc.7084 E Fish Lake Rd
763-494-0095Maple Grove, MN 55311
April 2015
Member Since
CFP®
Miller JosephIntegra Shield Financial Group LLC3181 Fernbrook Lane N.
763-201-1390Minneapolis, MN 55447
763-201-1305Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning January 2006
Member Since
MCFP®
Miller LanceAmeriprise Financial Services14985 Glazier Avenue, Suite 650
952-894-9066Apple Valley, MN 55124
952-894-0217Fax:[email protected]
Asset ManagementRetirement PlanningQualified Plans April 1994
Member Since
ACFP®
Miller RichardCompass Private Wealth Consulting, LLC15256 Fairway Heights Road NW
612-309-3018Prior Lake, MN 55372
April 2002
Member Since
R.CFP®, CPA, PFS
October 1, 2019Page 42Minnesota Chapter
Minnesota’s oldest investment firm under private ownership. We are here to support you locally through our three mutual funds:
MN FPA ContactSCOTT D. [email protected]‐294‐8309www.MairsandPower.comALPS Distributors, Inc. is the Distributor for the Mairs & Power FundsScott Howard is a Registered Representative of ALPS Distributors, Inc.
The Fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The summary prospectus or full prospectus contains this and other important information about the Fund, and they may be obtained by calling Shareholder Services at (800) 304‐7404, or visiting www.mairsandpower.com. Read the summary prospectus or full prospectus carefully before investing.
MNP000496 2/23/2016
All investments have risks. The Fund is designed for long‐term investors. Equity investments are subject to market fluctuations, the Fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Investments in small and midcap companies generally are more volatile. International investing risks include among others political, social or economic instability, difficulty in predicting international trade patterns, taxation, and foreign trading practices, and greater fluctuations in price than United States corporations.
MEMBERSHIP DIRECTORY - Minnesota
Mills JordanWipfli Hewins Investment Advisors LLC7601 Frnce Ave. S, #400
952-548-3348Edina, MN 55435
952-548-3500Fax:[email protected]
July 2013
Member Since
MCFP®
Minnichsoffer LanceWaddell & Reed3601 Minnesota Drive #550
952-345-1405Bloomington, MN 55435
April 2019
Member Since
CFP®
Minsker BarryLPL8100 Penn Ave South #175 Ste. A
952-831-5660Bloomington, MN 55431
612-435-0030Fax:[email protected]
April 2012
Member Since
CFP®
Moe LisaBell Bank15 Broadway
701-433-7404Fargo, ND 58102
August 2019
Member Since
CFP®
Moehring JasonThrivent Financial11990 Aberdeen St NE, #4
763-862-2885Blaine, MN 55449
763-862-4903Fax:[email protected]
June 2011
Member Since
CFP®
Moklestad JoshGEN Financial10810 Old County Rd 15
952-413-1466Plymouth, MN 55441
May 2019
Member Since
Moleski EricGen Financial Management Inc10810 Old County Road 15
952-513-1466Plymouth, MN 55441
952-513-1464Fax:[email protected]
Asset ManagementEstate PlanningQualified Plans June 1995
Member Since
CCFP®
Moltaji RoyaROYA LLC100 South Fifth Street Suite 2300
952-769-2126Minneapolis, MN 55402
612-405-6741Fax:[email protected]
April 2009
Member Since
CFP®, ChFC
Monteiro JenniferAdvisorNet Financial701 Fourth Avenue South #1500
612-347-8602Minneapolis, MN 55415
February 2019
Member Since
Moore KyleQuarry Hill Advisors370 Selby Ave, Suite 226
612-440-0318St Paul, MN 55112
February 2013
Member Since
CFP®
Moss KatherineJRA Financial Advisors7373 Kirkwood Court #300
763-315-8000Minneapolis, MN 55369
763-315-8040Fax:[email protected]
Investment PlanningAsset AllocationEstate Planning May 1995
Member Since
LCFP®, CFS, REG PRIN
Mowery JohnTrademark Financial Mgmt7301 Ohms Lane #535
952-844-0039Edina, MN 55439
December 2017
Member Since
Moyneur PatrickJNBA Financial Advisors, Inc.8500 Normandale Lake Blvd #450
952-921-8998Minneapolis, MN 55437
952-844-0996Fax:[email protected]
Investment PlanningRetirement PlanningGeneral Financial Planning December 2003
Member Since
DCFP®
Mueller KristenGPS Wealth Management3340 Annapolis Lane, Suite B
763-231-7886Plymouth, MN 55447
763-231-7890Fax:[email protected]
May 2008
Member Since
M
October 1, 2019Page 43Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Muller Brad
603 Griggs St S
651-373-9115St Paul, MN 55116
July 2019
Member Since
Murphy MichaelAmeriprise Financial Services3900 Northwoods Drive #150
651-765-7041Arden Hills, MN 55112
651-494-9768Fax:[email protected]
Retirement PlanningInvestment PlanningGeneral Financial Planning May 1996
Member Since
ACFP®
Murr DonnaLarson Allen Financial, LLC2411 N. Hillcrest Parkway
715-852-1146Altoona, WI 54720
715-852-1101Fax:[email protected]
August 2001
Member Since
JCFP®
Murray LukeFiduciary Counselling, Inc.30 East Seventh Street, #2000
651-215-4424St Paul, MN 55101
October 2008
Member Since
JCFP®
Nakashima MichaelInnovate Financial, Inc.6701 Penn Avenue, Suite 200A
612-824-1107Richfield, MN 55423
March 2014
Member Since
CFP®
Nall MarcAmeriprise2040 Ridge Dr Suite 14
952-797-0510St Louis Park, MN 55416
612-671-4768Fax:[email protected]
Comprehensive Financial PlanningRetirement Planning
May 1999
Member Since
CFP®
Nelson ClintPrime Capital Investment Advisors1905 Wayzata Blvd, Suite 230
952-767-3021Wayzata, MN 55391
January 2013
Member Since
N
Nelson JosephAdvanced Retirement Resources701 Fourth Avenue South, Suite 1500
612-347-8630Minneapolis, MN 55415
612-313-7527Fax:[email protected]
Retirement PlanningTax PlanningAsset Management December 2002
Member Since
PCFP®
Nelson JosephStewardship Investments, LLC24414 Daniel Lake Drive
218-785-2962Bagley, MN 56621
August 2013
Member Since
WCFP®
Nelson MatthewFocus Financial Network1000 Shelard Parkway, Suite 300
952-225-0343Minneapolis, MN 55426
Retirement PlanningAsset ManagementGeneral Financial Planning June 2001
Member Since
DCFP®
Nelson MikePrudential Investments600 Hwy 169S Suite 1000
973-802-4137Minneapolis, MN 55426
Fax:
June 2019
Member Since
Nelson RobertAmeriprise Financial Services3600 Minnesota Drive #550
952-841-8102Edina, MN 55435
952-841-8155Fax:[email protected]
Investment PlanningRetirement PlanningEmployee Benefits Planning April 1997
Member Since
DChFC
Nelson RyanBGM Wealth Partners5893 Upland Ln N
952-844-2515Minneapolis, MN 55446
June 2019
Member Since
Robert
Nelson ScottRobert Steffen & Associates11258 Cedar Pointe Drive SouthMinnetonka, MN 55305
June 2009
Member Since
CFA, CFP®
October 1, 2019Page 44Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Nelson StaceyBirchwood Financial Partners3300 Edinborough Way, Ste 610
952-767-1214Edina, MN 55435
September 2013
Member Since
MCFP®
Nesser LisaCambridge Investment Research300 14th Avenue NE
651-639-0786Minneapolis, MN 55413
763-788-4959Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning October 1996
Member Since
MCFP®
Newman Tina
6550 York Ave S #412
952-466-6218Edina, MN 55435
July 2019
Member Since
Nguyen LoanTransamerica7900 Excelsior Blvd Ste 2002
612-384-2273Hopkins, MN 55343
April 2019
Member Since
Nies RoyceStonebridge Capital Advisors220 Park Ave S
320-258-3533St Cloud, MN 56377
320-258-3513Fax:[email protected]
Retirement PlanningAsset ManagementEstate Planning June 1982
Member Since
NCFP®
Noel KathrynAccess Financial Services, Inc.1650 West 82nd Street, Suite 850
952-885-2719Minneapolis, MN 55431-1460
952-885-0995Fax:[email protected].
April 2010
Member Since
CFP®
Noor TroyBoulevard Wealth Management, Inc.6500 City West Pkwy Ste 325
877-664-2583Eden Prairie, MN 55344
877-670-2583Fax:[email protected]
March 2003
Member Since
ACFP®, CFA
Nordmeier DavidMidwest Wealth Advisors20980 Rogers Dr Ste 600
763-428-0066Rogers, MN 553744668
763-428-0072Fax:[email protected]
Retirement PlanningInvestment and Asset ManagementInsurance January 2006
Member Since
ACFS, CFP®
Norine DeanAmeriprise Financial Services10000 Minnetonka Boulevard
952-563-1220Minnetonka, MN 55305
952-563-1213Fax:[email protected]
Financial Planning for Business OwnersGeneral Financial PlanningRetirement Planning October 1998
Member Since
CFP®
Norsten JordanCliftonLarsonAllen Wealth Advisors220 South Sixth Street, Suite 300
612-376-4642Minneapolis, MN 55402
612-376-4850Fax:[email protected]
October 2014
Member Since
Norton BradTransamerica Retirement Management408 St. Peter Street, #230
651-286-4744St Paul, MN 55102
800-503-8884Fax:[email protected]
November 2008
Member Since
W
Ober CherylCheryl Ober Financial Planning5038 Luverne Avenue
612-355-1275Minneapolis, MN 55419
October 2018
Member Since
CFP®
Oberg JohnFiduciary Counselling, Inc.2000 Wells Fargo Pl, 30 E Seventh St
651-215-4430St Paul, MN 55101
651-215-4492Fax:[email protected]
Cash Management and BudgetingComprehensive Financial PlanningTax Preparation July 2007
Member Since
H.CFP® CPA, MBA
Obermeier BrianBoulay7500 Flying Cloud Dr Suite 800
952-841-3111Eden Prairie, MN 55344
July 2019
Member Since
CPA
October 1, 2019Page 45Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Oeth ScottCahill Financial Advisors7261 Ohms Lane
952-926-1659Edina, MN 55439
Comprehensive Financial PlanningAsset ManagementLife Insurance October 2001
Member Since
DCFP®, ChFC, MSFS
O'Fallon RobertIntegrated Financial ServicesPO Box 1021
320-214-7837Willmar, MN 56201
320-235-7997Fax:[email protected]
Investment PlanningMutual FundsRetirement Planning July 1983
Member Since
GCFP®, ChFC, CLU, LUTCF, CFS
O'Hagan SeanThe Advocate Group601 Carlson Parkway
952-693-2630Minnetonka, MN 55305
September 2014
Member Since
PatrickCFP®
O'Halloran JamesO'Halloran Tax & Financial Services1521 Summit Oaks Court
952-891-8009Burnsville, MN 55337
952-891-5559Fax:[email protected]
Retirement PlanningCollege PlanningTax Planning May 2002
Member Since
VCFP®, CPA
Ohe JeffreyCahill Financial Advisors7261 Ohms Lane
952-926-1659Edina, MN 55439
952-926-0633Fax:[email protected]
May 2005
Member Since
RCFP®
Oines MartinMerchants Bank, NA4279 Tschumper RoadLaCrescent, MN 55947
November 2018
Member Since
O'Keefe JohnFocus Financial1000 Shelard Parkway. Suite 300
952-225-0315Minneapolis, MN 55426
952-525-8538Fax:[email protected]
Comprehensive Financial PlanningRetirement Income PlanningAsset Management October 2010
Member Since
CFP®
O'Laughlin KevinCahill Financial Advisors7261 Ohms Lane
952-926-1659Edina, MN 55439
April 2007
Member Since
CFP®, CFS
Olivanti CherylAmeriprise Financial414 1st Street S.
218-741-2804Virginia, MN 55792
218-741-3110Fax:[email protected]
June 2007
Member Since
J
Olson BrianAccredited Investors5348 29th Ave S
763-245-9363Minneapolis, MN 55417
July 2017
Member Since
CFP®
Olson ChadWealth Management Midwest20 Lake Street N Suite 310
651-464-2664Forest Lake, MN 55025
January 2015
Member Since
P
Olson LeisaAmeriprise Financial7210 Metro Blvd
952-446-7800Edina, MN 55439
August 2019
Member Since
CFP®
Olson MeganAccredited Investors, Inc5200 West 73rd StreetEdina, MN 55439
November 2011
Member Since
CFP®
Olson Pedersen KellyCaissa Wealth Strategies7825 Washington Avenue S., Suite 625
952-777-2273Bloomington, MN 55439
Asset AllocationComprehensive Financial PlanningInvestment Planning November 2002
Member Since
SCFP®, CDFA
October 1, 2019Page 46Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Olsonoski SteveFocus Financial Network, Inc.1000 Shelard Pkwy, Suite 300
952-225-0348Minneapolis, MN 55426
952-525-8538Fax:[email protected]
Funding EducationRetirement PlanningTax Planning January 2008
Member Since
Osadcky BarbaraAmeriprise Financial Advisors7101 York Ave S, Suite 200
612-751-5812Minneapolis, MN 55435
September 1996
Member Since
S.CFP®
Oslund BrandonOslund Wealth Management Group315 E. Lake St. Suite 200
952-404-5941Wayzata, MN 55391
612-235-6106Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2006
Member Since
CFP®, CIMA, CRPC
Ostrand JohnPrivate Client Reserve/US Bank1316 Berwick Lane
612-303-3232Mahtomedi, MN 55115
Asset ManagementTrustsEstate Planning March 2004
Member Since
PCFP®
Ovshak MichaelFPS Financial Inc919 Old Highway 8 NW
651-633-2689New Brighton, MN 55112
651-633-2847Fax:[email protected]
Qualified Plans/403(b)Asset AllocationAnnuities August 1993
Member Since
RCFP®
Palecek JustinThrivent Financial18370 37th Pl N
612-844-6488Minneapolis, MN 55446
January 2019
Member Since
JD, ChFC
Palmer LennyRBCRBC Plaza, 50 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
Palumbo MichaelGreat Waters Financial510 1st Ave N
952-353-3100Minneapolis, MN 55403
February 2018
Member Since
Park DianePark Place Wealth Management, LLC1524 155th Ln NW
763-229-7051Andover, MN 55304
March 2006
Member Since
A.CFP®, CPA
Park Kwang WooMinnesota State University150 Morris Hall
507-389-2712Mankato, MN 56001
507-389-6377Fax:[email protected]
September 2006
Member Since
CFP®
Parnell PaulBallast Advisors LLC683 Bielenberg Drive, Suite 208
651-478-4644Woodbury, MN 55125
May 2010
Member Since
L
Patrek HeatherU.S. Bank800 Nicollet Mall
612-303-3083Minneapolis, MN 55112
March 2018
Member Since
CFP®, ChFC, CLU
Patterson JeromeProfessional Fiduciary Advisers, LLC16129 SE Amelia Road
612-508-9290Glenwood, MN 56334-4175
952-944-8496Fax:[email protected]
Qualified PlansRetirement PlanningTax Planning September 1985
Member Since
CCFP®, CPA
Paul RyanWealth Enhancement Group505 N. Hwy 169 suite 900
763-417-1676Plymouth, MN 55441
January 2018
Member Since
CFP®
October 1, 2019Page 47Minnesota Chapter
At PCG Agencies
we work hard to protect
their wealth.
As a Financial Advisor
you work hard to manage
your client’s wealth...
When was the last time each of your clientshad a P&C Insurance review?
PCG Agencies views Personal Risk Management as an essential part of protecting you and your family from catastrophic economic loss. As a highly structured approach, Personal Risk Management analyzes and establishes a comprehensive personal asset protection program
for those with substantial assets and an exposure to high liability.
Jack Pickler651-605-2706
Craig Johnson651-605-2751
Call one of our
Personal Risk Managers
today!
119 14th Street NW Suite 300, St. Paul, MN 55112www.pcgagencies.com
MEMBERSHIP DIRECTORY - Minnesota
Pederson DavidMidwest Wealth Advisors20980 Rogers Drive, Suite 600
763-428-0069Rogers, MN 55374
763-428-0072Fax:[email protected]
April 2003
Member Since
JCLU
Peichel WendyStrongTower Wealth Management333 S 7th Street Suite 2100
763-541-8400MInneapolis, MN 55402
October 2015
Member Since
Peloquin AaronMRK Financial Solutions, Inc.3020 Harbor Lane
763-541-8400Minneapolis, MN 55447
January 2018
Member Since
Peterson BrianFive Star Financial Resources3475 Willow Lake Blvd, Suite 400
612-812-5277White Bear Lake, MN 55110
May 2012
Member Since
CFP®, MBA
Pickler JohnPCG Agencies, Inc.119 14th Street NW, #300
651-605-2706St Paul, MN 55112
763-746-8625Fax:[email protected]
May 2006
Member Since
M
Pitz JohnAmeriprise Financial854 W 78th St, Ste 200, PO Box 820
952-949-6630Chanhassen, MN 55317
952-949-6632Fax:[email protected]
March 2006
Member Since
D.CFP®, ChFC, CLU
Pitzl JosephPitzl Financial3900 Northwoods Drive, Ste #240
651-287-3712Arden Hills, MN 55112
651-287-3766Fax:[email protected]
Estate PlanningInvestment and Asset ManagementLife Planning June 2004
Member Since
DCFP®
Plank JasonAmeriprise Financial Services3601 Minnesota Dr, Suite 905
952-841-7500Edina, MN 55435
952-841-8500Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning June 2006
Member Since
TCFP®, CRPC, AAMS
Plant StevenRaymond James Financial Services, Inc.1905 E. Wayzata Blvd, #155
952-767-1704Wayzata, MN 55391
March 2012
Member Since
CFP®
Plocharski Makayla
11428 53rd Ct NE
763-248-6092Albertville, MN 55301
March 2019
Member Since
Pohl MichaelCLA Wealth Advisors6178 Dufferin Dr
612-397-3060Savage, MN 55378
July 2016
Member Since
Pollard DanaWells Fargo Advisors, LLC7525 Currell Blvd
651-205-5005Woodbury, MN 55125
651-205-7108Fax:[email protected]
Retirement PlanningComprehensive Financial PlanningAsset Allocation June 2006
Member Since
CFP®
Potter JacksonSummit Wealth Management2920 Aldrich Ave S, Apt 459
303-819-1664Minneapolis, MN 55408
December 2018
Member Since
Pratt BryanPratt, Kutzke & Associates, LLP1651 Commerce Dr., #100
507-388-0770Mankato, MN 56003
April 2007
Member Since
WCFP®
October 1, 2019Page 48Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Pratt DavidFinancial Designs7400 Metro Blvd, #223
952-844-9880Edina, MN 55439
952-844-9969Fax:[email protected]
September 2012
Member Since
ACFP®, CPC, QPFC
Prescott JustinMRK Financial Solutions3020 Harbor Ln N
763-541-8400 x103Plymouth, MN 55447
763-541-8404Fax:[email protected]
March 2008
Member Since
CFP®, AIF
Primeau BruceSummit Wealth Advocates5871 Crossandra St SE
612-987-9112Prior Lake, MN 55372
October 2014
Member Since
A.CFP®, CPA
Proctor KaraRSM US Wealth Management227 West First Street, Suite 700
218-336-3147Duluth, MN 55802
October 2016
Member Since
CFP®
Prokott Greg
2806 116th Avenue NE
763-717-9505Blaine, MN 55449
Mutual FundsAsset Management
February 1995
Member Since
USGA, ABC
Purcell MarissaTriNet6 Buffalo Road
651-269-8662North Oaks, MN 55127
October 2018
Member Since
Purkat CoreyPurkat Financial2510 Hamlet Ave NOakdale, MN 55128
November 2012
Member Since
CFP®, AIF
Quandt JamesFortune Financial10261 Yellow Circle Drive
952-908-2505Minneapolis, MN 55343
February 2016
Member Since
JCFP®
Ragborg JenniferACSIA Partners, LLC15408 Bryant Avenue S
952-898-2750Burnsville, MN 55306
952-898-2750Fax:[email protected]
August 2005
Member Since
CFP®
Ranstrom MorganTrailhead Planners730 E 38th St Ste 207
503-773-9682Minneapolis, MN 55407
May 2018
Member Since
CFP®
Rasmussen NicholasThrivent Financial Advisors11550 Stillwater Blvd N, Ste 104Lake Elmo, MN 55042
May 2013
Member Since
Rassatt TeriCetera Investment Services400 First Street South Suite #300
320-529-4514St Cloud, MN 56301
May 2017
Member Since
M
Rathmanner JeffreyOak Ridge Financial12339 Rendova St NE
763-923-2210Minneapolis, MN 55449
Comprehensive Financial PlanningAsset ManagementFinancial Planning for Executives May 2005
Member Since
CFM, CFP®
Rausch JillGen Financial Management Inc.10810 Old County Rd 15
952-513-1466Plymouth, MN 55441
May 2019
Member Since
October 1, 2019Page 49Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Ray ChristianQA Wealth Management10400 Yellow Circle Drive
952-767-8007Minnetonka, MN 55343
May 2019
Member Since
CFP®
Redmond Judson
5549 Goodwin Avenue
917-860-1519Dallas, TX 75206
Fax:
October 2019
Member Since
CFP®
Regenfuss BobTransamerica Retirement Management8575 Indahl Ave S
651-286-4727Cottage Grove, MN 55016
888-247-2090Fax:[email protected]
December 2007
Member Since
F
Reid MindyAmeriprise Financial Services, Inc.13100 Wayzata Blvd #140
763-543-5142Minneapolis, MN 55426
763-525-0372Fax:[email protected]
November 2004
Member Since
CFP®, CRPC
Reiling BradMinnesota State University, Mankato1400 Warren Street #204
952-456-1169Mankato, MN 56001
October 2018
Member Since
Reiter AshleyJNBA8500 Normandale Lake Blvd Ste. 450
952-844-0995Bloomington, MN 55437
(952) 844-0996Fax:[email protected]
June 2018
Member Since
CFP®, AIF
Reiter PhilipNorthwestern Mutual1000 Trail View Lane Se
507-529-6073Pine Island, MN 55963
April 2012
Member Since
Rekow MarkRekow Management LLC101 S First Street, Suite 50
320-269-7889Montevideo, MN 56265
320-269-3220Fax:[email protected]
Investment and Asset ManagementRetirement PlanningComprehensive Financial Planning June 1999
Member Since
WCFP®
Rekstad PeterTruNorth Wealth Partners30 E 7th Street, Suite 3050
651-735-5878St Paul, MN 55101
651-735-5881Fax:[email protected]
General Financial PlanningAsset ManagementRetirement Planning November 1998
Member Since
JCLU, ChFC, CFP®
Resch Brian
5414 Avondale Street
218-628-3135Duluth, MN 55804
July 2017
Member Since
Revier RonaldRevier Financial Services LLC9800 Shelard Parkway Suite# 330
763-417-0809Plymouth, MN 55441
763-417-0852Fax:[email protected]
Financial Planning for Business OwnersRetirement PlanningTax Planning November 1995
Member Since
LCFP®, CPA
Ribon Yaniv
111 Marquette Avenue Apt 1509
734-274-0335Minneapolis, MN 55401
February 2019
Member Since
Ricci MichaelCatholic Community Foundation2610 University Ave W Suite 500
651-389-0300St Paul, MN 55114
Mortgage SolutionsWealth Management
January 2002
Member Since
ACFP®, CAP
Rice StevenAmeriprise Financial703 East Ripley Street
320-693-7271Litchfield, MN 55355
October 2008
Member Since
GCFP®
October 1, 2019Page 50Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Rich JerryFCMM Benefits and Retirement901 East 78th Street
952-853-8472Minneapolis, MN 55420
April 2014
Member Since
CFP®
Rich MatthewCarlson Capital Management11 Bridge Square
507-645-8887Northfield, MN 55057
July 2019
Member Since
CFP®
Richter Dusty
210 Broadway, Suite 400Fargo, ND 58102
February 2019
Member Since
Rippberger ThomasAdvisorNet Wealth Management15740 52nd Ave N
612-347-8681Minneapolis, MN 55446
612-355-2439Fax:[email protected]
March 2019
Member Since
JD
Rishovd, II ThomasMorgan Stanley225 South 6th Street, Ste 5100
612-340-6748Minneapolis, MN 55402
January 2006
Member Since
ACFP®
Ritter DavidDiscovery Financial307 Dakota St, PO Box 402
651-388-9594Red Wing, MN 55066
July 2015
Member Since
Ritter DouglasDiscovery Financial Centers, Inc307 Dakota St./PO 402
651-388-9594Red Wing, MN 55066
651-388-9620Fax:[email protected]
Funding EducationInvestment and Asset ManagementRetirement Planning October 1992
Member Since
LCFP®
Roath BrendanMoney Matters, Inc.12800 Whitewater Drive, Suite 100
952-935-0707Minnetonka, MN 55343
December 2016
Member Since
CFP®
Roath RodneyMoney Matters, Inc.7825 Washington Ave S Ste 500
952-935-0707Minneapolis, MN 55439
952-953-0103Fax:[email protected]
RP AM GP
November 2004
Member Since
KCFP® CPA, CLU
Robbins TammyWells Fargo222 West Superior St.
218-723-2603Duluth, MN 55802
218-723-2660Fax:[email protected]
July 2007
Member Since
M.
Robinson JayCharles Schwab Advisor Services800 Nicollet Mall, #2925
612-375-0607Minneapolis, MN 55402
612-371-0801Fax:[email protected]
January 2006
Member Since
A
Rogers Michael360 Financial11100 Wayzata Blvd., Suite 560
952-542-8900Minnetonka, MN 55305
952-562-8962Fax:[email protected]
Qualified PlansRetirement PlanningInvestment Planning June 1997
Member Since
AIF
Romenesko BrentTempo Investment Advisors3178 Landon Court
612-210-3353Chaska, MN 55318-4588
March 2013
Member Since
CFP®
Ronn JamesGreater Midwest Financial Group3222 Rice Street
651-490-9790St Paul, MN 55126
651-490-9788Fax:[email protected]
Retirement PlanningFinancial Planning for Business OwnersEmployee Benefits Planning October 1996
Member Since
WCFP®
October 1, 2019Page 51Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Rosandich Meeker NicoleCrossCountry Mortgage, Inc.321 W. 48th St
612-540-0551Minneapolis, MN 55419
612.540.0561Fax:[email protected]
Business PlanningMarketingMortgage Planning February 2004
Member Since
CFP®
Rose JonathanRose Chase Financial7900 Xerxes Avenue S #910
952-896-3400Minneapolis, MN 55431
612-896-3401Fax:[email protected]
December 2004
Member Since
C.CMFC, CFP®
Rossi JoanRossi Dubuque Breckenridge, LLC333 South 7th Street, Suite 3020
612-870-7414Minneapolis, MN 55402
612-870-1200Fax:[email protected]
Retirement PlanningWealth ManagementFinancial Planning for Executives January 1985
Member Since
KCFP®
Rossi StephanieJNBA Financial Advisors8500 Normandale Lake Blvd., Ste. 450
952-844-0995Minneapolis, MN 55437
952-844-0996Fax:[email protected]
January 2000
Member Since
CFP®
Rossow TroyBMO Global Asset Management1391 Michelle Dr
612-904-8153Eagan, MN 55123
612-904-8008Fax:[email protected]
July 2005
Member Since
MCFP®
Rostad JordanBell Bank15 Broadway
701-451-3067Fargo, ND 58102
August 2019
Member Since
Rothberg SuzetteNorthwest Asset Management127 Bridge Ave E, Suite 220
763-515-0206Delano, MN 55328
Financial Planning for WomenMutual FundsInternational Investing September 2001
Member Since
CFP®
Rouman SamuelBergan KDV Wealth Management, LLC3800 American Blvd., Suite 1000
952-563-6950Minneapolis, MN 55431
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning February 2006
Member Since
CFP®, AIF, CLU, ChFC
Rudi JohnParr Knight Wealth333 South Seventh Street #2370
612-324-0232Minneapolis, MN 55402
September 2015
Member Since
CRPC, CFP®
Runck RussellRunck & Assoc. of Ameriprise703 11th Street East
320-864-6565Glencoe, MN 55336
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning July 2008
Member Since
E.CFP®
Ryan LeeMindful Asset Planning14530 Pennock Ave
952-432-4666Apple Valley, MN 55124
888-247-2122Fax:[email protected]
September 2014
Member Since
CFP®
Rydell RonaldRydell Financial8400 Normandale Lake Blvd., Suite 920
952-884-4141Bloomington, MN 55437
952-881-6440Fax:[email protected]
Sell-Side M&AExit Strategies for Business Owners
September 1996
Member Since
KCFP®
Sachdev AashwinAccredited Investors5200 West 73rd Street
952-841-2222Edina, MN 55439
April 2017
Member Since
CFP®
Sala SabrinaFPS Financial919 Old Highway 8 NW Ste 400
651-633-2689New Brighton, MN 55112
July 2017
Member Since
CFP®
October 1, 2019Page 52Minnesota Chapter
“ ”I’m Nicole Rosandich-MeekerHello,
Outside of my professional life, my husband and I can be found walking around Lake of the Isles with our two dogs, exploring the Twin Cities food scene or taking in a show. We love living in Minneapolis and taking advantage of everything it has to offer.
longtime dream of owning a home. When someone closes on
TM in 2005. I use this knowledge to look at the big picture when buying a home. It isn’t just about getting a home, it’s about ensuring that home isn’t a burden on
the desired results.
Since starting out in data entry for a mortgage company, I’ve worked my way up as a processor, underwriter, closer...
...and now VP ofMortgage Lending.
This path has given me the ability to really understand the mortgage industry. The knowledge and experience that I have gained helps me guide clients through the process to make it as painless as possible.
Buying a home is one of the largest investments you can make. I believe that personalized advice and planning should go into a decision of that magnitude. We can start your plan months prior to your actual purchase date to ensure that all of your goals are met during the buying process. Let me help you meet and exceed your home buying expectations.
Nicole Rosandich Meeker VP of Mortgage Lending
612.540.0551 321 W 48th Street, Minneapolis, MN 55419e [email protected] w perlmortgage.com/nicolemNMLS #: 657392
PERL Mortgage, Inc is an Illinois residential mortgage licensee (MB0004358) and equal housing lender. Licensed by the California Department of Business Oversight under the California Residential Mortgage Lending Act. NMLS #19186 - Illinois Residential Mortgage Licensee - Department of Financial and Professional Regulation, Division of Banking, 100 West Randolph, 9th Floor, Chicago, Illinois, 60601, 844-768-1713, 2936 W Belmont Ave, Chicago, IL 60618 MB0004358 - NMLS #19186, Minnesota License # MN-MO-20541807, Minnesota Department of Commerce, 85 7th Place East, Suite 500, St. Paul, Minnesota 55101-2198, (651) 539-1600, NMLS #: 657392; MN: MN-MLO-657392; WI: 657392
MEMBERSHIP DIRECTORY - Minnesota
Salverda LauriCastle Rock Financial Planning, Inc.2267 Waters Dr
651-294-0013St Paul, MN 55120
651-389-9440Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning June 2003
Member Since
PCFP®, CFA
Sam PreetiUS Bank Private Client Reserve1669 Arona St, Unit 1
651-466-8404Falcon Heights, MN 55108
651-466-8428Fax:[email protected]
February 2019
Member Since
RCFP®
Sandberg Isaac21st Century Bank4125 Ball Rd NE, Suite 300
763-767-3442Blaine, MN 55014
March 2019
Member Since
Sanders JamesCentury Financial Advisors, Inc.P.O. Box 9056
701-237-3453Fargo, ND 58103
701-893-3453Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 1999
Member Since
HCFP®, MS, CFCA
Savoie JohnPrudential13001 Bass Lake Road
763-509-1785Plymouth, MN 55442
November 2002
Member Since
DCFP®
Sayers DavidTruNorth Wealth Partners332 Minnesota Street, Suite W900
651-788-6410St Paul, MN 55101
September 2011
Member Since
MCFP®, CLU, MBA
Scalia GeorgeHD Vest Advisory Services1443 Summit Shores Dr
952-237-2414Burnsville, MN 55306
May 2016
Member Since
CFP®
Schaefer TimothyEncore Wealth Advisors715 Atlantic Avenue
320-288-4084Morris, MN 56267
Cash Management and BudgetingElder and Long-Term Care PlanningInvestment and Asset Management October 2007
Member Since
CFP®
Schaffler Sara
14225 55th Pl N
763-639-2686Plymouth, MN 55446
October 2018
Member Since
CFP®
Schelitzche AndyManifest Wealth Management11290 86th Avenue North
763-593-0649Plymouth, MN 55369
September 2016
Member Since
CFP®, ChFC
Schiavo LarryAmeriprise Financial122 North 3rd Street
507-532-2219Marshall, MN 56258
507-532-0018Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2008
Member Since
Schmidt ChanningSecurian Financial Group, Inc.400 Robert Street North
651-665-4335St Paul, MN 55101
August 2007
Member Since
CFP®
Schmidt ChristineTrust Point43 Main Street SE, Suite 214
612-339-2343Minneapolis, MN 55414
July 2014
Member Since
CFP®
Schmidt DoreenDoreen E Schmidt Investments and Insurance7362 University Avenue NE, Suite 115
763-571-5633Fridley, MN 55432
October 2014
Member Since
ERFC, CFP®
October 1, 2019Page 53Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Schmitz KerryDougherty & Associates Financial Advisors103 Marty Drive, Ste 101
763-682-4014Buffalo, MN 55313
June 2017
Member Since
CFP®
Schmitz PeterNFP9655 Schmidt Lake Road
763-450-1806Plmyouth, MN 55442
November 2008
Member Since
CFP®, CFA
Schneeman PatrickBoulay Financial Advisors, LLC7500 Flying Cloud Dr
952-847-4818Eden Prairie, MN 55344
June 2018
Member Since
CFP®
Schneider LukeThrivent Financial Advisors200 Village Center Drive, Suite 200
651-635-0500North Oaks, MN 55127
July 2019
Member Since
CFP®
Schoenberger StevenAffiance Financial600 Hwy 169 S., Suite 1750
952-253-2576St Louis Park, MN 55426
August 2017
Member Since
Scholz EllenEffective Money Strategies, Inc.7865 Fourth Avenue
651-717-0113Lino Lakes, MN 55014
651-717-0116Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning March 1997
Member Since
MCFP®
Schuette Samuel
2556 Border Pine Ct
651-303-9114White Bear Lake, MN 55110
February 2018
Member Since
Schuster AnthonyTreeLine Wealth Manangement10159 Wayzata Blvd, ste 200
952-444-2008Minnetonka, MN 55305
June 2019
Member Since
CFP®
Schutte KentEducators Financial Services Inc440 Emerson St. N, Suite #2
763-689-9023*86043Cambridge, MN 55008
763-689-3742Fax:[email protected]
Specialty GroupsPost Retirement PlanningAsset Management October 1996
Member Since
DCFP®, CLU, ChFC, LUTCF, CPA
Schwalbach JohnFreedom Financial Partners605 Topaz Ln
651-797-3532Hudson, WI 54016
Comprehensive Financial PlanningInvestment and Asset ManagementInsurance June 2007
Member Since
S.CFP®
Schwandt DavidPLANVISER Financial701 Fourth Avenue So., Suite 1500
612-436-3755Minneapolis, MN 55415
612-313-7554Fax:[email protected]
December 1998
Member Since
CFP®, JD, CLU, ChFC, MSFS
Schwartz BrianAmeriprise737 Aster Rd
612-702-2432Medina, MN 55340
June 2013
Member Since
CFP®
Schwartz GaryNorth Star Resource Group2701 University Ave SEMinneapolis, MN 55414
952-837-0900Fax:[email protected]
March 2003
Member Since
HCLU, ChFC, CRPC
Schwartz PaulWells Fargo Private Client Services6th & Marquette, MAC: N9305-101
612-316-2720Minneapolis, MN 55479
612-667-7963Fax:[email protected]
March 2006
Member Since
GCFP®
October 1, 2019Page 54Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Schwartz ToddAmeriprise Financial Services626 Ameriprise Financial Center
612-671-2404Minneapolis, MN 55474
612-671-4749Fax:[email protected]
July 1999
Member Since
SCFP®
Sebastian BeckyMindful Asset Planning14530 Pennock Avenue
952-432-4666Apple Valley, MN 55124
February 2015
Member Since
CFP®
Sebold MollyBoulay Financial Services LLC7500 Flying Cloud Drive, #800
952-841-3004Eden Prairie, MN 55344
952-841-2989Fax:[email protected]
July 2008
Member Since
CFP®, CPA
Seppala JeannieUS Bank, NA101 5th St E, Suite 1400
651-466-8718St Paul, MN 55101
January 2019
Member Since
Sessions JosephThe Planning Center8023 - 32nd Place North
763-494-0095Crystal, MN 55427
763-494-8802Fax:[email protected]
July 2005
Member Since
JCFP®
Setterlund BenjaminNorth Star Resource Group2701 University Avenue S.E.
612-617-6028Minneapolis, MN 55414-3233
612-256-3028Fax:[email protected]
February 2009
Member Since
RCFP®, CFS
Severson Keith
6800 France Ave SMinneapolis, MN 55435
February 2005
Member Since
Sexton SamuelAll Star Financial3800 American Blvd W Suite #620
952-896-3812Bloomington, MN 55431
March 2013
Member Since
CFP®, CPA
Seymour LauraPartner at Cypress Wealth Management5201 Eden Ave. Suite 300
952-847-7671Edina, MN 55436
952-378-2811Fax:[email protected]
Cash Management and BudgetingComprehensive Financial PlanningLife Planning January 2008
Member Since
CFP®
Shallman TenielleWealth Enhancement Group505 N. Hwy 169, Suite #900
763-417-1674Plymouth, MN 55441
763-417-1674Fax:[email protected]
February 2006
Member Since
M.CFP®
Shannon RyanR.M. Shannon Wealth Management, LLC2164 Wellesley Ave
651-321-4620St Paul, MN 55105
952-841-2223Fax:[email protected]
Cash Management and BudgetingComprehensive Financial PlanningInvestment and Asset Management April 2008
Member Since
MCFP®
Shealy StephenPark Avenue Securities LLC920 2nd Ave. South Suite 1100
612-746-2278Minneapolis, MN 55402
August 2019
Member Since
Shedlock AndrewKutak Rock LLP250 Marquette Avenue, Suite 1200
612-216-0221Minneapolis, MN 55401
July 2014
Member Since
R
Shevlin JohnHewins Financial Advisors7601 France Ave. S Suite 400
651-402-1430Minneapolis, MN 55435
April 2019
Member Since
October 1, 2019Page 55Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Shimkus Jr. FrankBurns Brothers Financial Group, Inc.9555 James Avenue S., #200
952-881-4533Bloomington, MN 55431
AM RP TP
July 2007
Member Since
S
Silbaugh D. PeterAmeriprise Financial Services10810 Old County Road 15
763-703-5575Plymouth, MN 55441
952-563-1213Fax:[email protected]
Retirement PlanningGeneral Financial PlanningInvestment Planning June 2000
Member Since
CFP®
Skog TimothyNationwide Financial1118 Maplewood Court
612-803-2042Isanti, MN 55040
February 2011
Member Since
W
Skogrand CoreyAmeriprise Financial Services122 North 3rd Street
507-532-2219Marshall, MN 56258
507-532-0018Fax:[email protected]
March 2006
Member Since
JCFP®
Skogrand Cory AnnAmeriprise Financial Services122 North 3rd Street P.O. Box 214
507-532-2219Marshall, MN 56258
507-532-0018Fax:[email protected]
March 2006
Member Since
JCFP®
Skogstad DaleMarquette Wealth Management150 South 5th Street, Suite 2800
612-661-3727Minneapolis, MN 55402
January 2010
Member Since
CFP®, CFA
Skrypek KeleneMBKS Family Office860 Bluegentian Road Ste 150
612-503-8600Eagan, MN 55121
February 2017
Member Since
Smaida DanielBoatman Learning1418 Hidden Oak Trl
952-334-0773New Richmond, WI 54017
August 2019
Member Since
Smith CharlesMayo Clinic6213 Fairway Dr NW
507-252-4760Rochester, MN 55901
April 2019
Member Since
CFP®
Smith ChristopherAmeriprise Financial7601 France Ave S, Suite 600
952-374-5502Minneapolis, MN 55435
February 2018
Member Since
Smith KenWells Fargo Private Bank4208 Kemrich Circle
612-667-3488Minnetonka, MN 55345
612-667-4727Fax:[email protected]
General Financial PlanningRetirement PlanningInvestment Planning November 1998
Member Since
LCFP®
Snow PeterNFPWaterford Park, 505 Highway 169 N
612-840-2093Minneapolis, MN 55441
June 2013
Member Since
CFP®
Spaanem AndrewNorthwestern Mutual Financial Network5201 Eden Avenue, Ste 200
952-698-7036Edina, MN 55436
952-922-2031Fax:[email protected]
February 2012
Member Since
CFP®
Spaude RyanEide Bailly Financial Services1911 Excel Drive
507-387-6031Mankato, MN 56001
507-387-6436Fax:[email protected]
General Financial PlanningRetirement PlanningEstate Planning May 2001
Member Since
CCFP®
October 1, 2019Page 56Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Spott KeighleyStiles Financial Services, inc6550 York Avenue So, Suite 412
952-988-0452Edina, MN 55435
July 2019
Member Since
CRPC, BFA
St. George ClaytonWoodbury Financial Services12287 - 24th Street No.Lake Elmo, MN 55042
651-773-5665Fax:[email protected]
April 2002
Member Since
MCLU, CFP®
Staebler JonLincoln Financial Advisors610 3rd Ave SE
218-346-2211Perham, MN 56573
218-346-2221Fax:[email protected]
Fin'l Planning for Business OwnersEstate Planning & Life InsuranceComprehensive Financial Planning October 2006
Member Since
RCLU, LUTCF
Stanzak JanetFinancial Empowerment, LLC11995 County Road 11, Suite 130
952-646-0026Burnsville, MN 55337
952-893-0133Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning August 1996
Member Since
ACFP®
Stark AndreaRiverbridge4152 Aldrich Ave S
612-904-6220Minneapolis, MN 55409
October 2017
Member Since
Stark Nathan
2518 7th Ave E
218-969-8544Hibbing, MN 55746
March 2019
Member Since
Robert
Stave NoelRBC Advisor Services2053 Western Avenue North
612-242-1171Roseville, MN 55113
July 2016
Member Since
Steffen RobertRobert Steffen & Associates9801 Dupont Avenue S #360
952-884-7700Bloomington, MN 55431
952-884-6791Fax:[email protected]
Physician Financial PlanningEstate PlanningInvestment Planning September 1982
Member Since
ACFP®
Steger ToddAcumen Financial Group, Inc.8500 Normandale Lake Boulevard #510
952-897-5777Bloomington, MN 55437
952-897-5775Fax:[email protected]
June 2000
Member Since
WCFP®
Stein PaulAdvanced Retirement Resources, Inc.701 Fourth Avenue South, Suite 1500
612-347-8630Minneapolis, MN 55415
612-313-7527Fax:[email protected]
Retirement PlanningComprehensive Financial PlanningInvestment and Asset Management September 1992
Member Since
CCFP®
Stelter StaceyFure Financial11321 Landing Road
952-944-8250Bloomington, MN 55347
May 2019
Member Since
Stender JuliusThrivent Financial Advisors225 W Lincoln Ave #101
218-736-7421Fergus Falls, MN 56537
Fax:
January 2012
Member Since
Stepanek DavidGreen Wealth Management294 Grove Lane East, Suite 100
813-514-5086Wayzata, MN 55391
June 2019
Member Since
Stiles SusanStiles Financial Services, Inc.6550 York Avenue So., Suite 412
952-988-0452Edina, MN 55435
952-988-0752Fax:[email protected]
Corporate Retirement PlansComprehensive Financial PlanningInvestment Services March 2004
Member Since
MCFP®, ChFC, CIMA, AIF, MBA
October 1, 2019Page 57Minnesota Chapter
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MEMBERSHIP DIRECTORY - Minnesota
Stoerzinger LeeLee Stoerzinger, Inc.940 Inwood Avenue North
651-578-1600Oakdale, MN 55128
651-578-1699Fax:[email protected]
Retirement PlanningInvestment PlanningGeneral Financial Planning August 2002
Member Since
CFP®
Stolba MitchellRock Island Wealth Management22051 Marie Ave
763-489-7378Rogers, MN 55374
March 2003
Member Since
D
Stone ReidMy Life's Encore14027 Ridge Point Court
952-233-2151Savage, MN 55378
February 2011
Member Since
CFP®
Strate JamesFidelity Investments11450 Wayzata Blvd
952-252-3880Minnetonka, MN 55305
April 2013
Member Since
CFP®
Strauss IngridCordis Financial3001 Broadway Street NE Ste 100
612-268-2620Minneapolis, MN 55413
August 2012
Member Since
CFP®
Stricker AlanAugust Financial Consulting, LLC500 Lake St Ste 206
952-767-2073Excelsior, MN 553312011
October 2012
Member Since
M
Stroh GregoryCapital Management Associates7900 Xerxes Ave S #500 NW Fncl Ctr
952-893-1200Minneapolis, MN 55431
952-893-0133Fax:[email protected]
December 1995
Member Since
A
Stroh JonathanCapital Management Associates, Inc.7900 Xerxes Avenue S, Suite 500
952-893-1150Minneapolis, MN 55431
April 2014
Member Since
CFP®
Stroot ScottAmeriprise Financial13782 Bluestem Court, Suite 150
218-829-4131Baxter, MN 56425
February 2008
Member Since
DCRPC
Stukenberg EvaThrivent Financial625 Fourth Ave S
612-844-4238Minneapolis, MN 55415
June 2019
Member Since
MBA
Sullivan J. DanielCambridge Investment Research, Inc.1776 Pleasant Plain Road
800-777-6080Fairfield, IA 52556
641-472-6906Fax:[email protected]
March 2006
Member Since
CFP®
Sundquist Fredrick
13575 540th Street
218-766-8012Gonvick, MN 56644
218-694-6969Fax:[email protected]
July 2006
Member Since
WCFP®
Swanson DuaneBridge Investment Group1200 Hosford Street, Ste 104
715-386-5588Hudson, WI 54016
715-386-5599Fax:[email protected]
Comprehensive Financial PlanningElder and Long-Term Care PlanningLife Planning March 1994
Member Since
RCFP®
Swanson MaclayAmeriprise Financial3900 Northwoods Drive, #150
651-765-7031Arden Hills, MN 55112
651-494-9768Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning April 2009
Member Since
MCFP®, CFS
October 1, 2019Page 58Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Tarara CharlesTarara Asset Management1435 Knollwood Lane
651-306-1543Mendota Heights, MN 55118
651-306-1525Fax:[email protected]
Asset ManagementRetirement PlanningEstate Planning April 1983
Member Since
MCLU, ChFC
Tate AndrewTate & Setterlund2701 University Ave SE
612-617-6000 x6049Minneapolis, MN 55414
612-256-3049Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning November 2008
Member Since
MCFP®
Tate LawrenceNorth Star Resource Group2701 University Ave. SE
612-617-6072Minneapolis, MN 55414
612-256-3072Fax:[email protected]
July 2007
Member Since
Taylor JessieAmeriprise Financial684 Ameriprise Financial Center
612-671-5962Minneapolis, MN 55474
November 2018
Member Since
CFP®
Tedlund KaseyFPA of University of Minnesota4930 Kingston St
218-391-2150Duluth, MN 55804
September 2019
Member Since
Tegeler JeffreyGarrity, Tegeler & Varley8011 34th Ave S, #141
952-941-7006x14Minneapolis, MN 55425
Life InsuranceEstate PlanningIRA Distribution Planning April 2002
Member Since
WCFP®, ChFC, CLU
Tenpenny SethWells Fargo601 East Minnehaha Parkway
614-397-8916Minneapolis, MN 55417
614-763-7959Fax:[email protected]
June 2009
Member Since
CFP®
Terhorst ToddDiversified Wealth Management4501 Minnetonka Blvd. Ste 200
612-435-0035Minneapolis, MN 55416
612-435-0030Fax:[email protected]
Comprehensive PlanningFinancial Planning for Business OwnersWealth Management April 2002
Member Since
CCFP®, CLU, ChFC, AAMS, CRPC
Thayer ElizabethThrivent Financial10900 Wayzata Blvd, Suite 220
952-229-5000Minnetonka, MN 55305
July 2019
Member Since
CFP®
Thesing DavidBridgeway Learning Systems277 Coon Rapids Blvd., Suite 403
612-747-6447Coon Rapids, MN 55433
507-238-9993Fax:[email protected]
Life InsuranceBusiness Succession PlanningCharitable Giving April 2000
Member Since
ACFP®, CLU, ChFC
Thomas AngelaBerganKDV Wealth Management3800 American Blvd West Suite 1000
952-563-6879Bloomington, MN 55431
March 2017
Member Since
CFP®
Thomas ChristineBerger Financial Group1695 State Highway 169
763-999-5584Plymouth, MN 55441
January 2015
Member Since
CFP® CPA, MBA
Thomas TrevorRSM US Wealth Management2320 12th Avenue NW
507-226-0435Rochester, MN 55901
September 2017
Member Since
CFP®
Thorne BrettRBCRBC Plaza, 60 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
October 1, 2019Page 59Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Thorup JeffreyFocus Financial Network Inc1300 Godward Street NE, Suite 5500
651-631-8166 x215Minneapolis, MN 55413
651-631-1139Fax:[email protected]
March 2002
Member Since
ACFP®
Thunker NicholasSilverOak Wealth Management7650 Edinborough Way, Suite 250
952-896 -5704Edina, MN 55435
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 2006
Member Since
CFP®, CSA
Thurin ChristopherThurin, Thurin and Associates3601 West 76th Street, Suite 160
952-841-8123Edina, MN 55435
January 2015
Member Since
CRPC, RFC
Tiber JeffNew Century Financial Group9214 Tewsbury Gate N
763-398-0324Maple Grove, MN 55311
September 2019
Member Since
Tiebert AndrewChildren's Minnesota Foundation5901 Lincoln Drive
952-992-5551Edina, MN 55436
September 2002
Member Since
CFP®
Tilli NicholasThe Mather Group2435 Comstock Lane N
630-537-1080Minneapolis, MN 55447
July 2019
Member Since
CFP®
Tobin KateAmeriprise Financial966 Ameriprise Financial Center
612-671-3610Minneapolis, MN 55474
May 2018
Member Since
Tran Thai-ThomasAmeriprise Financial Services, Inc.19151 Ittabena Way
612-702-1903Lakeville, MN 55044
July 2017
Member Since
Tranoris KonnorInfinity Wealth Alliance14800 Galaxie Ave Ste 104
952-253-6013Hopkins, MN 55305
June 2019
Member Since
Tranovich KathleenAdam Smith Advisors301 Carlson Parkway, Suite 103
952-253-6016Minnetonka, MN 55311
May 2012
Member Since
ECFP®
Trask BrianCox Insurance Associates1639 Larpenteur Ave W
651-647-0001St Paul, MN 55113
April 2019
Member Since
Traxler LucasJNBA Financial Advisors3119 Aquila Ave N
507-340-5743Minneapolis, MN 55427
May 2015
Member Since
CFP®
Treichler CalvinFure Financial3624 Columbus Ave #2
952-944-8250Minneapolis, MN 55407
January 2019
Member Since
Troendle FredrickFocus Financial949 Whitewater Ave, #1
507-932-0254St Charles, MN 55972
June 2008
Member Since
JCFP®
October 1, 2019Page 60Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Truckenbrod JaneFirst Advisors80 S Eighth St, 900 IDS Center
612-349-5210Minneapolis, MN 55402
612-371-2075Fax:[email protected]
Asset ManagementFinancial Planning for Business OwnersQualified Plans February 1997
Member Since
BCPA
Tudor SuzanneHK Financial Services139411 Ridgedale Drive Suite 135
763-587-2505Minnetonka, MN 55305
June 2013
Member Since
CFP®
Tufte KeithCherry Tree301 Carlson Parkway
952-253-6006Minnetonka, MN 55305
September 2010
Member Since
Turkington CynthiaFair Trust Financial LLC855 Village Center Drive #360
651-484-0701North Oaks, MN 55127
September 2008
Member Since
LCFP®
Turner AndrewRiverbridge80 South 8th Street Ste 1200
612-904-6226Minneapolis, MN 55402
612-904-6276Fax:[email protected]
Asset ManagementInvestment PlanningGeneral Financial Planning March 2004
Member Since
WCFP®
Tuschen ChadLincoln Financial Advisors7701 France Ave. S. Suite #100
952-352-9224Edina, MN 55435
952-933-7589Fax:[email protected]
April 2011
Member Since
CFP®
Ulm DavidFrontier Asset Management600 N 5th St Ste 305
813-765-1549Minneapolis, MN 55401
November 2016
Member Since
S
Urlaub MarcusFrontier Asset Management7760 France Ave S Suite 700
952-346-1425Minneapolis, MN 55435
June 2019
Member Since
Usem MarcAffiance Financial600 Hwy 169, Ste 1750St Louis Park, MN 55426
October 2015
Member Since
Utecht ToddAffinity Plus Credit Union175 W Lafayette Rd
651-312-9315St Paul, MN 55107
651-225-3788Fax:[email protected]
September 2004
Member Since
CFP®, CFA
Valento TimothyRoyal Alliance & Associates2880 Middle St, #203
651-484-3122Little Canada, MN 55117
651-484-3144Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 1994
Member Since
JCFP®
Valtinson LaurisValtinson Financial Services388 Cleveland Ave SW
651-628-9832New Brighton, MN 55112
651-636-5106Fax:[email protected]
Financial PlanningRetirement PlanningAsset Management April 2005
Member Since
DCFP®, ChFC
Van Der Schans CatherineIncredible Inc2015 Arbor Lane
952-449-4444Mound, MN 55364
952-449-4445Fax:[email protected]
June 1997
Member Since
CFP®
Van Hoever ElizabethFiduciary Counseling, Inc.30 7th St E, #2000
651-215-4409St Paul, MN 55101
651-228-0776Fax:[email protected]
January 2010
Member Since
CFP®
October 1, 2019Page 61Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Vancura BryanGen Financial10810 Old County Rd 15
952-513-1466Plymouth, MN 55441
June 2015
Member Since
CFP®
Vandersall MarkAmeriprise Financial Services7601 France Ave S, #550
952-857-1246Edina, MN 55435
952-837-1133Fax:[email protected]
Retirement PlanningInvestment PlanningEstate Planning November 1998
Member Since
ECFP®
Vatalaro Peter
3223 Troy Brett Trail
218-428-4170Duluth, MN 55803
January 2017
Member Since
Venustus LindyChannel Financial7032 Morgan Ave S
952-239-9495Richfield, MN 55423
February 2019
Member Since
CFP®, LUTCF
Verdoorn Jacob
8772 Big Woods Ln
952-607-7575Eden Prairie, MN 55347
September 2019
Member Since
Verhelst JonMayo Clinic2874 Dunlap Lane SE
507-266-6362Rochester, MN 55904
April 2019
Member Since
CFP®
Vilkama JillFure Financial8500 Normandale Lake Blvd #950
952-944-8250Bloomington, MN 55437
May 2019
Member Since
Vix AndyAdvanced Financial Consultants2770 Commerce Drive NW
507-288-4248Rochester, MN 55901
October 2014
Member Since
CFP®
Vizanko James
218-726-7093Duluth, MN
Fax:
October 2012
Member Since
Vnak BrianWealth Enhancement Group505 North Highway 169, Suite 900
763-417-1672Plymouth, MN 55402
February 2019
Member Since
CFP®, CPA
Volin JamesAmeriprise Financial Services3710 S. West Ave
605-335-1693Sioux Falls, SD 57105-6352
July 2011
Member Since
PCFP®, ChFC
Vomacka CharlesRekow Management, LLC101 South First St., #50
320-269-7889Montevideo, MN 56265
September 2010
Member Since
CFP®
Wacek BenjaminWacek Financial Planning, LLC4006 27th Ave. S.
651-639-8707Minneapolis, MN 55406
952-854-6276Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning November 2006
Member Since
LCFP®
Wagenman RyanCox Insurance Associates1639 Larpenteur Ave W
651-647-0001St Paul, MN 55113
January 2013
Member Since
October 1, 2019Page 62Minnesota Chapter
Client Led, Partnership Driven
Advisor PArtnershiP PlAtform
stonebridge CAPitAl Advisors
►Client disCovery meetings
►Customized mArketing & sAles CollAterAl
▼ Portfolio Strategy Sales Kits ▼ Presentation Materials ▼ Research Papers, Economic Reports & Commentaries
►ProsPeCt to Client develoPment
▼ Support Initial Prospect Meetings ▼ In Person Presentations ▼ Portfolio Analysis
building Your Business
► investment solutions develoPment
▼ Establish Investment Goals ▼ Target Asset Allocation ▼ Determine Income & Liquidity Needs
►direCt ACCess to Portfolio mAnAgers
▼ Access For Advisors & Clients ▼ Scheduled Portfolio Reviews
►fee bAsed investment mAnAgement
►eConomiC & mArket reseArCh rePorts
►mArketing strAtegy AssistAnCe
Serving Your Business
►rePorting & fiduCiAry resPonsibilities
▼ Stonebridge Complies with DOL Fiduciary Responsibilities
►Client retention
▼ Market & Economic Consultation ▼ Goals, Objectives and Portfolio Examination
►ComPetitor review
▼ Competitor Brief of Products & Services ▼ Analysis of Competitor vs Stonebridge Portfolio
Protecting Your Business
651-251-1000 | [email protected] | www.stonebridgecap.com
Stonebridge Capital Advisors is a SEC-registered investment advisor formed in 1997. We provide customized portfolio management and advisory solutions to advisors seeking a dedicated and experienced partner. Each section below references how we support you to better your business.
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MEMBERSHIP DIRECTORY - Minnesota
Wagner BruceFinancial LifeLab Inc7362 University Avenue NE, #202
763-572-0700Fridley, MN 55432
763-572-0799Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementInsurance July 1997
Member Since
R
Walen BeckyBell State Bank & Trust15 Broadway N, #304
701-451-3079Fargo, ND 58102
March 2014
Member Since
AMC, CMFC, CFP®
Walker TiffanyCAPTRUST333 South 7th Street, Suite 2900
612-432-7034Minneapolis, MN 55402
June 2014
Member Since
CFP®, ChFC
Wallschlaeger ScottMidwest Professional Planners, LTD.202 Third Avenue
218-628-3134Proctor, MN 55810
218-628-3133Fax:[email protected]
September 2006
Member Since
MCFP®
Walsh ScottAmeriprise Financial Services3515 Plymouth Blvd, #204
763-543-5169Plymouth, MN 55447
763-231-4141Fax:[email protected]
March 1997
Member Since
GCFP®
Walsh ThomasFiduciary Counseling, Inc.30 E. 7th St., Suite 2000
651-215-4441St Paul, MN 55101
651-215-4493Fax:[email protected]
June 2007
Member Since
CFP®, CPA
Wanous DanielThrivent Financial625 Fourth Ave. S.
612-844-4546Minneapolis, MN 55415
March 2014
Member Since
CFP®
Wanvig JohnWhite Lighthouse Invesment Management5855 Cheshire Pkwy, Unit 3320Plymouth, MN 55446
February 2018
Member Since
Ward AnneAllodium Investment Consultants500 Washington Avenue South, #4400
612-230-3720Minneapolis, MN 55415
612-230-3714Fax:[email protected]
January 2006
Member Since
MCFP®
Watercott Brett199513431 Bradley Blvd
952-432-4666Becker, MN 55308
May 2019
Member Since
Waters KathrynWells Fargo Advisors6th & Marquette, 11th Flr, MAC N9305-111
612-667-7686Minneapolis, MN 55479
Cash Management and BudgetingComprehensive Financial PlanningRetirement Planning July 2006
Member Since
CFP®
Watkins John KyleFocus Financial Network, Inc.3603 Woodland Ct
952-953-4300Eagan, MN 55123
952-953-4443Fax:[email protected]
General Financial PlanningAsset AllocationDivorce Planning October 1993
Member Since
CFP®
Watson Anthony
946 Cove Ct. NW
320-229-3147Sauk Rapids, MN 56379
320-529-4588Fax:[email protected]
March 2006
Member Since
J.CFP®
Weathers Karen
750 Tonkawa RdLong Lake, MN 55356
September 2019
Member Since
ECFP®
October 1, 2019Page 63Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Webb GaryWebb Financial Group8120 Penn Ave S. Suite 177
952-837-3200Bloomington, MN 55431
952-837-0011Fax:[email protected]
Investment ManagementFinancial PlanningRetirement Planning November 2001
Member Since
SRFC
Weber MichaelMichael J Weber, CPA, PFS, CFP1021 15th Avenue NE
605-229-0030Aberdeen, SD 57401
605-229-6823Fax:[email protected]
Estate PlanningTax PlanningFinancial Planning for Business Owners November 1994
Member Since
JCFP® CPA, PFS
Webster BryanCarlson Capital Management11479 Middleton Trail
952-230-6709Woodbury, MN 55129
January 2008
Member Since
JCFP®
Wehner KarenWehner & Associates4565 Wilson Street
952-937-5072Minnetonka, MN 55345
952-937-5139Fax:[email protected]
August 2012
Member Since
CLU, ChFC
Wehr StephenWells Fargo Private Bank800 Nicollet Mall, BC-MN-H16F
612-303-3131Minneapolis, MN 55402-7020
July 2013
Member Since
CFP®
Weier MattPrairieView Partners413 Wacouta St
651-318-0434St Paul, MN 55101
October 2015
Member Since
CFP®
Welter LouAmeriprise Financial Services Inc43 Main Street SE #230
612-871-1413Minneapolis, MN 55414
612-871-5634Fax:[email protected]
Financial Planning for ExecutivesRetirement PlanningInvestment Planning July 1993
Member Since
ACFP®, CRPC
Wendt-Vann ClaudiaDirect Benefits Inc.1552 Sargent Avenue
651-699-9146St Paul, MN 55105
March 1996
Member Since
ECFP®
Wengronowitz AnnNorth Star Professional Center2701 University Avenue
612-617-6110Minneapolis, MN 55414
March 2006
Member Since
MCFP®
Wenner NateWipfli Hewins Investment Advisors7601 France Ave. S., Suite 400
952-548-3404Edina, MN 55435
952-548-3500Fax:[email protected]
Comprehensive Financial PlanningRetirement PlanningInvestment and Asset Management June 2000
Member Since
JohnCFP®, CPA, PFS, CIMA
Wessel LoryStonebridge Capital Advisors2550 University Avenue West, #180 SouthSt Paul, MN 55114
November 2017
Member Since
Westin DanQA Wealth Management8962 Knollwood Drive
866-767-8007Eden Prairie, MN 55347
May 2012
Member Since
CFP®, ChFC, CASL
Whaley CarlWells Fargo Bank
90 South Seventh Street #1500, MAC N9305-530
612-316-2714Minneapolis, MN 55402
866-554-8702Fax:[email protected]
July 2006
Member Since
PCFP®
Whinnery BrianHays Companies80 S 8th Street Suite #700
612-373-9865Minneapolis, MN 55402
November 2018
Member Since
JAIF, CFP®
October 1, 2019Page 64Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Whiteknight JohnBAR / Cetera6100 Uptown Blvd, #600
612-281-3300Albuquerque, NM 87110
763-744-1273Fax:[email protected]
Financial Planning for Business OwnersBusiness Succession Planning
November 1993
Member Since
ACFP®/CLU/ChFC
Wick AmyAllianz Life Insurance5701 Golden Hills DrMinneapolis, MN 55416
January 2019
Member Since
CFP®
Wickmann JeffreyLifestage Wealth Management15010 Glazier Ave # 204
952-431-5200Apple Valley, MN 55124
952-431-5262Fax:[email protected]
Tax PlanningInvestment and Asset ManagementRetirement Planning November 1995
Member Since
LCFP®
Wielinski Peter
5904 Queen Ave S
612-920-2589Minneapolis, MN 55410
September 1976
Member Since
ECFP®
Williams DanielThink2Perform5275 Niagara Lane North
763-645-9952Plymouth, MN 55446
September 2016
Member Since
J
Williamson VictoriaFure Finanical Corporation8500 Normandale Lake Blvd., Suite 950
952-944-8250Bloomington, MN 55437
952-944-8252Fax:[email protected]
Retirement Planning
September 2005
Member Since
M S
Wilson PaulComprehensive Wealth Management7500 Hwy. 55, Suite 125
952-405-6000Golden Valley, MN 55427
952-405-6005Fax:[email protected]
October 2009
Member Since
RCFP®
Winkels ThomasAdvanced Wealth Management Group701 4th Avenue South, Suite 1600
612-347-8641Minneapolis, MN 55415
612-313-7546Fax:[email protected]
IRA Qualified Distribution PlanningEstate and Retirement PlanningInvestment Planning July 1998
Member Since
ACFP®
Winther DamianBirchwood Financial Partners3300 Edinborough Way, Suite 610
952-885-9088 x217Edina, MN 55435
952-887-2949Fax:[email protected]
February 2007
Member Since
CFP®
Wise Aaron
920 Leaping Brook Rd
704-452-7033Lincolcnton, NC 28092
July 2019
Member Since
Wisgerhof W ScottWells Fargo550 S 4th St
612-667-8271Minneapolis, MN 554151529
Director, Wealth Planning ToolsDecember 2003
Member Since
CPA, ChFC, CLU
Wixon WilliamWixon Advisors Inc.6439 Sycamore Court N
763-543-1819Maple Grove, MN 55369
763-543-1693Fax:[email protected]
Retirement PlanningInvestment and Asset ManagementLife Planning May 1993
Member Since
BCFP®, MBA
Woelfle LloydAmeriprise Financial Services7701 France Avenue South, #475
952-841-8115Edina, MN 55435
952-841-8150Fax:[email protected]
Asset AllocationAsset ManagementEstate Planning October 1985
Member Since
RCFP®
Woessner Nathan
220 South Sixth Street, Suite 300Minneapolis, MN 55402
November 2018
Member Since
October 1, 2019Page 65Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Wolberg JoshuaChannel Financial7500 Highway 55, Ste 225
763-231-7581Golden Valley, MN 55427
952-908-9090Fax:[email protected]
November 2009
Member Since
LCFP®, MBA
Wolfe JeanRobert W. Baird9808 Tyler Street N.E.
612-202-9939Blaine, MN 55434
612-376-4600Fax:[email protected]
September 2007
Member Since
CFP®, CIMA, CPWA
Wolff AmyAJW Financial Inc.3300 Edinborough Way, Suite 550
952-405-2000Edina, MN 55435
952-405-2001Fax:[email protected]
General Financial PlanningDivorce PlanningLong Term Health Care November 1996
Member Since
JCFP®, CDFA
Wood BrandonSolidity Financial520 West Highway 96, Ste 300
651-330-8746Shoreview, MN 55126
January 2011
Member Since
Wood TammyBell Bank15 BroadwayFargo, ND 58102
August 2019
Member Since
CFP®
Wurm AaronMinnesota State University, Mankato9176 91st St NE
612-919-3163Monticello, MN 55362
March 2019
Member Since
Yang MaiGreenwald Wealth Management5353 Gamble Dr Ste 310
952-641-7868Minneapolis, MN 55416
February 2015
Member Since
CFP®
Yard ChristopherIntegrity Financial Group8181 Fish Lake Road
763-416-4244Maple Grove, MN 55311
July 2014
Member Since
CFP®
Yard JosephIntegrity Financial Group Inc8181 East Fish Lake Road
763-416-4244Maple Grove, MN 55311
763-416-4255Fax:[email protected]
Comprehensive Financial PlanningRetirement PlanningFin'l Planning for Business Owners October 1998
Member Since
LCFP®
Young ErikValtinson, Bruner, & Young Financial Group388 Cleveland Avenue SW
651-628-9832New Brighton, MN 55112
June 2015
Member Since
Young MichaelFinancial Strategies Group 1220 28th Ave N
701-234-0103Fargo, ND 58102
December 2014
Member Since
VCFP®
Young MichelleAmeriprise Financial Services7601 France Avenue, Suite 550
952-857-1487Edina, MN 55435
952-837-1133Fax:[email protected]
October 2002
Member Since
ACFP®
Youngs Paul
205 Lewis Street S
952-445-8838Shakopee, MN 55379
April 2019
Member Since
CFP®
Zack DavidExecutive Financial Services, Inc.4200 W. Old Shakopee Road, #245
952-884-3326Bloomington, MN 55437
952-884-3327Fax:[email protected]
September 2005
Member Since
MCFP®
October 1, 2019Page 66Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Zajec MacKenzieCatera Advisor Networks LLC246 Tierney Drive PO Box 49
651-773-4758New Richmond, WI 54017
August 2019
Member Since
CFP®
Zimmerman LindaAmeriprise Financial Services10000 Minnetonka Boulevard
952-563-1214Minnetonka, MN 55305
952-563-1213Fax:[email protected]
General Financial PlanningAsset AllocationRetirement Planning December 1993
Member Since
JCFP®
Zimmerman StevenMindful Asset Planning14530 Pennock Avenue
952-432-4666Apple Valley, MN 55124
952-432-6705Fax:[email protected]
Business PlanningComprehensive Financial PlanningLife Planning January 2000
Member Since
DCFP®, ChFC, CLU
Zimmerman SusanMindful Asset Programs14530 Pennock Avenue
952-432-4666Apple Valley, MN 55124
952-432-6705Fax:[email protected]
Life PlanningComprehensive Financial PlanningInvestment and Asset Management November 1994
Member Since
GLMFT, ChFC, CLU
October 1, 2019Page 67Minnesota Chapter
