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MEMBERSHIPDIRECTORY
Minnesota
September 2016
THANK YOU to our 2016 Plat & Gold Partners!
PLATINUM
Besides our absolutely fantastic Board and wonderful Volunteers, we also have our Annual Partners to thank. They provide approximatelyone-half of the revenue needed to run the chapter. Without our Partners’ support, your price for chapter meetings and the annualSymposium would be much higher. Plus, we wouldn’t have the support of Bonnie Stanley and the staff at Office Connection.
When a Partner communicates with you, please take a few minutes out of your day to thank them and listen to what they have tooffer.
Thank You to our Annual Partners!
GOLD
Cassidy Burns • 612-904-6221
Alina Passarelli • [email protected]
Jay Robinson612-375-9525
Scott Howard • [email protected]
Steve Benjamin • [email protected]
Kris West • [email protected]
Terry Leiendecker • [email protected]
Denny Bennett, CMPS • [email protected]
Jeff Foley • [email protected]
Richard Clark • [email protected]
Derek Hansen • [email protected]
Kevin Joy • [email protected]
Todd Patterson • [email protected]
Corey Winters • 866-306-7135 [email protected]
Nicole Rosandich • [email protected]
Personal Risk Management & P&C InsuranceMichelle Marquez • 651-605-2747
Kathie Bortnem, LicensedPrecious Metal Specialist
MN #40388267 | [email protected]
Greg Prokott • [email protected]
Lara Davies • [email protected]
Matt Murphy • [email protected]
Scott Theriault • [email protected]
Vidya Nathu • [email protected]
Beth Nemec • [email protected]
Pat Morseth • [email protected]
Eric Cott • [email protected]
MEMBERSHIP DIRECTORY - Minnesota
Abramovich OmerAffiance Financial600 Highway 169 South Suit #1950
952-253-2561St Louis Park, MN 55426
952-544-9818Fax:[email protected]
October 2015
Member Since
MBA
Ackerman StaceyWells Fargo Investment406 Main Ave
701-293-4939Fargo, ND 58126
701-293-4925Fax:[email protected]
April 2004
Member Since
JCFP, CTFA
Acton DaleFure Financial Corp8500 Normandale Lakes Blvd., Suite 950
952-944-8250Bloomington, MN 55437
952-944-8252Fax:[email protected]
August 2006
Member Since
LCFP
Adams WilliamMorgan Stanley100 2nd Street SE, Unit 302
612-349-4814Minneapolis, MN 55414
August 2016
Member Since
CFP
Adamski MaryRBC Wealth Management7650 Edenbourough Way Suite 800
952-838-7086Edina, MN 55435
952-838-7090Fax:[email protected]
Comprehensive Financial Planning
May 2003
Member Since
KCFP
Ahlberg NathanAccredited Investors5200 West 73rd Street
952-841-2222Golden Valley, MN 55427
October 2015
Member Since
Ahlgren JasonRiverbridge Partners1200 IDS Center, 80 S 8th St
651-208-5719Minneapolis, MN 55402
February 2014
Member Since
MCFP
Alleckson EricRSM McGladrey310 S Broadway, Suite 300
507-226-0483Rochester, MN 55904
507-226-0583Fax:[email protected]
March 2006
Member Since
N.CFP
Allen FrankMayo ClinicMayo Bldg Lobby 126W
507-284-4394Rochester, MN 55905
April 1999
Member Since
CFP
Altman LaurenceFortune Financial10261 Yellow Circle Drive
952-908-2510Minnetonka, MN 55343
952-908-2501Fax:[email protected]
Qualified Retirement PlansRetirement PlanningInvestment Planning October 2002
Member Since
JCFP/CLU
Aman JamesThrivent Financial for Lutherans18015 Ulysses St NE, #100
763-754-2670Ham Lake, MN 55304
763-754-2722Fax:[email protected]
May 2012
Member Since
NCFP
Andersen KristiKristi L. Andersen Financial Partners, LLC500 East Grant Street #1204
612-354-3032Minneapolis, MN 55404
612-313-7489Fax:[email protected]
December 2003
Member Since
LCFP
Anderson AlexanderCliftonLarsonAllen220 S Sixth St, Suite 300
612-376-4503Minneapolis, MN 55402
February 2013
Member Since
CFP
Anderson BrettSt. Croix Advisors, LLC401 Second St, #200
651-337-1919Hudson, WI 54016
September 2011
Member Since
CFP
September 15, 2016Page 1Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Anderson CaseyCliftonLarsonAllen Wealth Advisors LLC220 South 6th Street, Suite 300
612-376-4764Minneapolis, MN 55402
612-376-4600Fax:[email protected]
September 2007
Member Since
CFP
Anderson CoreySecura Consultants, LLC6465 Wayzata Boulevard, Suite 920
952-224-5400 x204Minneapolis, MN 55426
952-224-5409Fax:[email protected]
February 2012
Member Since
Anderson KellyHome Federal Investment Services1016 Civic Center Dr NW
507-280-3425Rochester, MN 55901
January 2002
Member Since
M.CFP
Anderson NancyUS Bank, Private Client ReserveBC-MN16H, 800 Nicollet Mall - 16th Floor
612-349-4803Minneapolis, MN 55402
612-349-7975Fax:[email protected]
March 2002
Member Since
EJD, CTFA
Anderson RyanFortune Financial5517 Wooddale Avenue
952-908-2537Edina, MN 55424
June 2011
Member Since
CFP
Anderson, II ThomasSchad, Lindstrand & Schuth1721 - 10th Street East
320-864-6166Glencoe, MN 55336
320-864-4005Fax:[email protected]
January 2005
Member Since
GCFP
Andresen NicholasCliftonLarsonAllen Wealth Advisors220 S Sixth St, Suite 300
612-376-4597Minneapolis, MN 55402
July 2014
Member Since
CFP
Anfinson DavidAnfinson Thompson & Co1604 First Street S
320-235-7491 x218Wilmar, MN 56201
320-234-7497Fax:[email protected]
May 2013
Member Since
CPA/PFS
Antkowiak RyanRobert W. Baird601 Carlson Parkway Suite 950
952-857-5524Minnetonka, MN 55305
January 2016
Member Since
CFP
Arms LeoThomas Leo Advisory, LLC708 N 1st Ave S, #235EMinneapolis, MN 55401
October 2013
Member Since
Arnold SarahAmeriprise Financial Services, Inc.1032 Ameriprise Financial Center
612-678-4773Minneapolis, MN 55474
August 2014
Member Since
Asato SatoruMcNellis & Asato, LTD5600 W. 83rd Street, 8200 Tower, #560
952-548-3123Bloomington, MN 55437
Retirement PlanningInvestment ManagementRetirement Income Distribution September 2006
Member Since
OCFP
Auckenthaler BenjaminAmeriprise Financial Services6500 City West Pkwy, #400
952-746-9456Eden Prairie, MN 55344
952-746-9441Fax:[email protected]
February 2010
Member Since
WCFP
Augustin Nicholas
100 Hatch Avenue
262-385-2147St Paul, MN 55117
January 2014
Member Since
JCFP
September 15, 2016Page 2Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Augustine ScottNorth Star Resource Group2701 University Ave SE
612-617-6000Minneapolis, MN 55414
612-617-6001Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementInsurance November 2007
Member Since
CFP
Ausen Trevor
17548 Finesse Trail
952-985-2889Farmington, MN 55024
August 2015
Member Since
Austvold NilesHighview Advisors6200 Baker Rd, Suite 205
952-204-7001Eden Prairie, MN 55346
952-232-0234Fax:[email protected]
March 2012
Member Since
L
Avelar DerrickAdvanced Capital Group50 South 6th St, #975
612-230-3004Minneapolis, MN 55402
October 2011
Member Since
CFP
Awes ZurichZurich Awes Financial3033 Campus Drive, Suite 100 West
763-577-1900Plymouth, MN 55441
763-577-1999Fax:[email protected]
Fee Based Financial PlanningAnnuitiesRetirement Income Specialists December 2001
Member Since
TCFP, CSA
Babcock ChadState Farm373 George Street
952-474-1454Excelsior, MN 55331
952-474-0939Fax:[email protected]
Auto/Homeowner's InsuranceFinancial Services
July 2005
Member Since
SCFP, ChFC
Baldry Kurt
5159 Main St E., #210C, PO Box 477
763-479-1099Maple Plain, MN 55359
763-479-1999Fax:[email protected]
General Financial PlanningRetirement PlanningBusiness Succession Planning April 2002
Member Since
RCFP
Barbier JohnYour Financial Advocate, LLC13001 St. David's Road
952-945-0931Minnetonka, MN 55305
Qualified PlansRetirement PlanningAnnuities October 1992
Member Since
SChFC
Barinsky BradleyCapstone Advisory Group7650 Edinborough Way, Suite 770
773-251-0969Edina, MN 55435
July 2012
Member Since
JD, CFP
Barton LisaGreater Twin Cities United Way404 South Eighth Street
612-340-7685Minneapolis, MN 55404
November 2015
Member Since
Basballe DanaAdvisors Group100 Fourth Avenue SE, Suite 2
507-534-3198Plainview, MN 55964
507-534-3882Fax:[email protected]
Financial Planning for Business OwnersGeneral Financial PlanningMutual Funds January 2000
Member Since
PCFP
Basballe PaulAdvisors Group3428 Lakeridge Place NW, Suite 120
507-286-9130Rochester, MN 55901
507-286-9027Fax:[email protected]
Investment and Asset ManagementRetirement PlanningTax Planning March 1993
Member Since
CFP
Baso Christopher
2410 Acorn Pt
218-232-5836Victoria, MN 55386
October 2015
Member Since
Bauerly JasonAmeriprise Financial11671 Fountains Drive, Suite 215
763-488-9595Maple Grove, MN 55369
763-494-0590Fax:[email protected]
August 2008
Member Since
September 15, 2016Page 3Minnesota Chapter
Since 1987, Riverbridge Partners has successfully served as an investment
manager offering high-quality, long-term growth portfolios. We believe our
proven long-term track record and historically lower risk of our portfolios is the
result of an Investment Team that is dedicated to a consistent investment process.
Riverbridge offers both separately managed accounts as well as mutual funds*. Please consider the Fund’s investment objectives, risks, charges and expenses before investing. This and other
information can be found in the prospectus. Visit www.riverbridge.com for more information.
Riverbridge is proud to partner with the FPA of Minnesota.
www.riverbridge.com
Relentless in our pursuit of successful results for our clients.
RB5032-2-9-15.indd 1 2/9/15 10:55 AM
MEMBERSHIP DIRECTORY - Minnesota
Bauman AimeeWells Fargo The Private Bank90 South 7th St, MAC N9305-111, 11th Flr
612-667-6760Minneapolis, MN 55402
612-316-1156Fax:[email protected]
March 2005
Member Since
CFP
Baune KyleBaune Financial1191 Northland Drive, Suite 150
651-289-6541Mendota Heights, MN 55120
May 2016
Member Since
CFP
Baustian ShannonUS Bank, The Private Client Reserve800 Nicollet Mall, 16th Floor, BC-MN-H16
612-303-3073Minneapolis, MN 55402
November 2014
Member Since
Becker-Gemmill KarenAllianz Life of North America5701 Golden Hills Drive
763-765-6393Minneapolis, MN 55416
March 2006
Member Since
CFP
Belkin MichaelRBCRBC Plaza, 60 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
Beninga Geoff
12856 88th Ave N
612-385-6861Maple Grove, MN 55369
October 2011
Member Since
CFP
Bennett AngusBennett, Mastin & Kosmak, Inc.3033 Excelsior Boulevard, Suite 465
612-767-7471Minneapolis, MN 55416
612-767-7478Fax:[email protected]
Asset ManagementAsset AllocationInvestment Planning October 2000
Member Since
Bennis WendyTealwood Asset Management120 South Sixth Street, Suite 1900
612-767-6223Minneapolis, MN 55402
612-341-9363Fax:[email protected]
August 2013
Member Since
K
Benson JeffreyPrudential600 S Hwy 169, #1000St Louis Park, MN 55426
February 2012
Member Since
Benson TammyRBCRBC Plaza, 60 South Sixth Street
866-589-1707Minneapolis, MN 55402
Fax:
July 2016
Member Since
Bentley ChristopherAmeriprise Financial Services7601 France Ave S, #300
952-857-1234Edina, MN 55435
November 2013
Member Since
DCFP
Berg KyleAffiance Financial600 Hwy 169 S #1750
952-253-2581St Louis Park, MN 55426
June 2008
Member Since
Berger MarkBerger Financial Group1143 South Shore Drive
763-746-2666Minneapolis, MN 55441
July 2008
Member Since
ACFP
Bergherr BenjaminAllianz Life4652 Aldrich Ave S
612-916-0246Minneapolis, MN 55419
September 2016
Member Since
September 15, 2016Page 4Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Bergstrom JohnCardinal Wealth Advisors7205 Ohms Lane #200
952-746-4700Edina, MN 55439
952-746-1902Fax:[email protected]
Comprehensive Financial PlanningPortfolio Management (Asset)Divorce Mediation/Planning July 2001
Member Since
CFP, ChFC, CLU, CDFA
Bergstrom NancyMeristem601 Carlson Parkway, Suite 800
952-835-8287Minnetonka, MN 55305
952-835-8283Fax:[email protected]
March 2007
Member Since
MCFP
Bergstrom WilliamFocus Financial Network, Inc.1300 Godward Street NE, Suite 5500
651-379-3908Minneapolis, MN 55413
651-379-3955Fax:[email protected]
Retirement PlanningEstate PlanningAsset Management January 1997
Member Since
RCFP
Berhow MatthewAffiance Financial600 Hwy 169 So., Suite 1950
952-253-2570St Louis Park, MN 55426
952-544-5524Fax:[email protected]
March 2010
Member Since
ACFP
Berigan WilliamShamrock Wealth Management991 Sibley Memorial Hwy, Ste 201
651-317-4330St Paul, MN 55118
November 2015
Member Since
CFP
Bernicke TySII Investments4813 Keystone Crossing
715-832-1173Eau Claire, WI 54701
715-832-1933Fax:[email protected]
Investment PlanningTax PlanningAsset Allocation April 2001
Member Since
CFP
Betz ChuckCliftonLarsonAllen Wealth Advisors LLC220 South 6th Street, Suite 300
612-376-4654Minneapolis, MN 55402
612-376-4690Fax:[email protected]
October 1983
Member Since
CFP
Betz MichaelAffiance Financial949 Keystone Court North
715-222-9327Hudson, WI 54016
June 2008
Member Since
CFP
Betz StephanieRBC Wealth Management7650 Edinborough Way Suite 800
952-838-7075Edina, MN 55435
July 2015
Member Since
CFP
Beversdorf TimBoulay Financial Advisors, LLC3610 Zircon Ln N
952-893-3814Minneapolis, MN 55446
952-893-3830Fax:[email protected]
August 2004
Member Since
ACFP
Bialke ChristopherKasner Bialke Bottoms Financial Svcs LLC301 E. Howard Street, Suite 1, P.O. Box 373
218-262-3815Hibbing, MN 55746
May 2016
Member Since
Biermann LauraLegacy Financial Advisors Corp3500 American Boulevard West, #675
952-893-5555Bloomington, MN 55431
952-893-5560Fax:[email protected]
February 2015
Member Since
CFP
Bills JudithFinancial Designs Inc5401 Gamble Dr Ste 107
952-843-0300Minneapolis, MN 55416
952-843-0302Fax:[email protected]
Estate PlanningFinancial Planning for ExecutivesRetirement Planning June 1999
Member Since
A
Bilotta MichaelJNBA Financial Advisors, Inc.8500 Normandale Lake Blvd, #450
952-844-0995Bloomington, MN 55437
January 2008
Member Since
ChFC, CASL
September 15, 2016Page 5Minnesota Chapter
How to Purchase from Miles Franklin:
1. Call 877-867-7293 to speak with Kathie for current pricing and availability.
2. “Lock-in” a purchase over the phone.
3. Send in your payment.
4.4. Aer your payment clears, we will ship the physical metals to you or wherever you designate. Ask about precious metal storage options.*
*Annual storage fees apply.
www.milesfranklin.com [email protected]
Purchase Precious Metals
Need an alternative way to preserve your clients’ wealth?
Precious Metals Investments
Miles Franklin801 Twelve Oaks Center DrSuite 834Wayzata, MN 55391
Ask Kathie about the Affiliate Referral Program
Call 877-867-7293 today
MEMBERSHIP DIRECTORY - Minnesota
Bina JohnFocus Financial Network, Inc.1300 Godward Street NE, Suite 5500
651-379-3908Minneapolis, MN 55413
December 2004
Member Since
Bird ThomasBird Wealth Management LLC7075 Flying Cloud Drive
952-828-4840Eden Prairie, MN 55344
September 2012
Member Since
Bischoff Michael
7900 Xerxes Avenue South #1920
952-837-3239Bloomington, MN 55431
952-837-0011Fax:[email protected]
January 2005
Member Since
CFP
Bishop MichaelWealth Enhancement Group3810 Huntington Ave. S
952-249-7008St Louis Park, MN 55416
763-417-1701Fax:[email protected]
March 2010
Member Since
CFP
Bjork SonjaHighview Advisors6200 Baker Rd, Suite 205
952-204-7002Eden Prairie, MN 55346
November 2014
Member Since
Blaeser GregoryING Financial Partners, Inc.322 East County Rd D.
651-481-6900St Paul, MN 55117
651-481-0609Fax:[email protected]
January 2013
Member Since
L
Blaine ByronTransamerica Retirement Management408 St. Peter Street, Ste 230
651-286-4755St Paul, MN 55102
December 2015
Member Since
Blankenship DerekWells Fargo13162 Jenkins St NE
612-408-9491Blaine, MN 55449
January 2011
Member Since
JCFP
Blewett MatthewThe Financial Plan Resource Group2396 Harvest Way
651-292-4877Chanhassen, MN 55317
Charitable GivingInvestment and Asset ManagementTax Planning February 2009
Member Since
CFP
Block PaulBlock and Kroll FinancialPO Box 2967
608-785-2200 x2La Crosse, WI 54602-2967
608-785-2203Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementInsurance July 2000
Member Since
ACFP, ChFC, CLU
Bloodworth SharonWhite Oaks Wealth Advisors, Inc.IDS Center, #1725 805 8th St
612-455-6901Minneapolis, MN 55402
612-455-6901Fax:[email protected]
Financial Planning for ExecutivesStock Option StrategiesInvestment Planning January 2004
Member Since
ACFP
Bloom ConnieMarketPlace Home Mortgage, LLC7380 France Ave S, Ste 200
612-518-7027Edina, MN 55435
952-831-1999Fax:[email protected]
December 2014
Member Since
Blossom CharlesPrestige Planning Inc8631 Eagle Point Rd
651-209-9333Lake Elmo, MN 55042
651-209-9334Fax:[email protected]
November 2002
Member Since
A.CFP
Blume SteveRBCRBC Plaza, 60 South Sixth Street
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
September 15, 2016Page 6Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Bockus BeverlyFocus Financial - Bockus Associates16995 Saddlewood Trail
612-508-2660Minnetonka, MN 55345
February 2007
Member Since
JCFP
Bolstorff Anthony
1600 Meadowview Trail
651-212-0832Hastings, MN 55033
February 2012
Member Since
CFP
Bonine RobertLifelong Wealth Advisors701 4th Avenue South, Suite 1700
612-349-6400Minneapolis, MN 55415-1818
612-279-6477Fax:[email protected]
June 2010
Member Since
CFP
Borg BradleyLagom Ridge Advisors8101 34th Ave So, #300
651-649-3500Bloomington, MN 55425
651-846-5040Fax:[email protected]
January 2008
Member Since
J.
Borg EricMartin Financial16769 Mayfield Dr
952-253-2252Eden Prairie, MN 55347
952-541-3619Fax:[email protected]
June 2009
Member Since
CFP
Boria PatrickDyste Williams Financial Group6465 Wayzata Blvd, Suite 700
952-843-4437Minneapolis, MN 55426
952-593-5026Fax:[email protected]
Asset ManagementEstate PlanningLong Term Care December 2001
Member Since
JLUTCF, CLTC
Bortnem KathieMiles Franklin Ltd801 Twelve Oaks Center Drive, #834
877-867-7293Wayzata, MN 55391
952-476-7971Fax:[email protected]
October 2012
Member Since
Boser RosanneMayo Clinic200 First Street SW
507-284-4641Rochester, MN 55905
507-284-9997Fax:[email protected]
November 2015
Member Since
CPA/PFS
Botz JeffreyWells Fargo Advisors400 1st St S, Suite 200
320-259-3531St. Cloud, MN 56301
July 2006
Member Since
JCFP
Botzet Rebecca
322 Greenhill Lane
952-941-2795 x11Long Lake, MN 55356
August 2009
Member Since
CFP
Bowen TylerBremer Wealth Management208 E College Dr
507-537-0207Marshall, MN 56258
September 2014
Member Since
Box DouglasBox Financial Advisors701 4th Avenue S
612-347-8686Minneapolis, MN 55415
612-313-7524Fax:[email protected]
October 2000
Member Since
RCFP, ChFC
Brandstetter BlakeUniversity of Minnesota Duluth1830 Dunedin Ave
952-693-6680Duluth, MN 55803
October 2015
Member Since
H
Brandt StevenAmeriprise Financial6500 City West Parkway, Suite 400
952-746-9446Eden Prairie, MN 55344
Investment PlanningAnnuitiesMutual Funds January 2004
Member Since
NCFP, CIMA, CRPC
September 15, 2016Page 7Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Branham MichaelThe Planning Center, Inc.7084 E Fish Lake Road
763-494-8791Maple Grove, MN 55311
763-374-8874Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning April 2001
Member Since
ACFP
Brass JamesMerrill Lynch1495 Green Trees Road
612-790-1900Wayzata, MN 55391
Investment PlanningAsset ManagementFinancial Planning for Executives February 1972
Member Since
TCFM, MBA, CIMA, CFP
Braun DonnyNorthRock Partners650 3rd Ave S, Suite 1500
612- 367-8808Minneapolis, MN 55402
May 2016
Member Since
Brehmer DianeCatena Strategies1170 Cushing Circle, #335
651-800-8348St Paul, MN 55108
October 2015
Member Since
Bremer DavidBoulay PLLP7500 Flying Cloud Dr, Suite 800
952-893-3821Minneapolis, MN 55344
952-893-3830Fax:[email protected]
Tax PlanningComprehensive Financial PlanningInvestment and Asset Management May 1998
Member Since
ECFP/CPA/PFS
Brennan GeraldRobert W. Baird & Co.7650 Edinborough Way, Suite 300
952-857-5502Edina, MN 55435
952-857-5538Fax:[email protected]
Charitable GivingInvestment and Asset ManagementRetirement Planning April 2009
Member Since
DCIMA
Bresler DavidAmeriprise Financial966 Ameriprise Financial Center, Routing H7/966
612-671-4569Minneapolis, MN 55419
May 2016
Member Since
Brewer DanaBirchwood Financial Partners3300 Edinborough Way, #610
952-885-9088Edina, MN 55435
952-887-2949Fax:[email protected]
Investment PlanningAsset ManagementFinancial Planning for Executives July 1998
Member Since
MCFP
Brice MarkMindful Asset Planning14530 Pennock Avenue
651-226-0483Apple Valley, MN 55124
952-432-6705Fax:[email protected]
October 2010
Member Since
WCFP
Briel ChloeGreenwald Wealth Management115 Second Ave S, #1304
651-236-0740Minneapolis, MN 55401
November 2015
Member Since
Brockberg EricRaymond James Financial Services101 NW Second StPipestone, MN 56164
November 2011
Member Since
CFP
Broich KathleenAccredited Investors Inc.5200 West 73rd Street
952-841-2227Edina, MN 55439
March 2016
Member Since
Brown JaySecurian Financial Services, Inc.4200 Princeton Avenue
651-665-1625St Louis Park, MN 55416
651-665-7307Fax:[email protected]
December 2006
Member Since
R.CFP
Brown KathyTransamerica Retirement Management408 Saint Peter Street, #230
651-286-4734St Paul, MN 55102
800-503-8884Fax:[email protected]
December 2009
Member Since
September 15, 2016Page 8Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Brown LaurenTransamerica Financial Advisors6701 Penn Ave S, # 200
612-824-1107Richfield, MN 55423
July 2015
Member Since
Brown MarkAon Private Risk Management5600 West 83rd St, 8200 Twr, #1100
952-807-0628Minneapolis, MN 55437
312-381-0532Fax:[email protected]
Property Casualty InsuranceCommercial Insurance
January 1998
Member Since
M
Brown RichardJNBA Financial Advisors, Inc.8500 Normandale Lake Blvd, #450
952-844-0995Minneapolis, MN 55437
952-844-0996Fax:[email protected]
April 2012
Member Since
Brown ThomasThomas R. Brown, CFP300 Eagle Ridge Cir
952-895-5354Burnsville, MN 55337
952-895-0112Fax:[email protected]
December 2004
Member Since
R.CFP
Brown TimothyBrown Wealth Management12100 Singletree Ln, Ste 177
952-303-6715Eden Prairie, MN 55344
952-746-1366Fax:[email protected]
Investment ManagementRetirement PlanningAsset Allocation January 2002
Member Since
BCFA, CFP, MBA
Browning SteveMarsh Private Client Services333 South 7th Street, Suite 1400
612-692-7828Minneapolis, MN 55402
612-692-7666Fax:[email protected]
July 2016
Member Since
Bruce RichardItasca Wealth Management3310 Hazelwood West
612-718-8149Minnetonka, MN 55391
612-303-3793Fax:[email protected]
Asset AllocationAsset ManagementMarket/Investment Trends March 1988
Member Since
RCFP
Bruner RobertValtinson-Bruner FInancial2451 15th St NW, Ste A
651-233-2387New Brighton, MN 55112
May 2015
Member Since
JCFP, ChFC
Bryan JamesCahill Financial Advisors, Inc.7300 Metro Blvd., Suite 625
952-926-1659Edina, MN 55439
952-926-0063Fax:[email protected]
November 2002
Member Since
WCFP
Bubolz ChristyBubolz-Earley3173 Town Road 8
218-283-9589Intern'l Falls, MN 56649
EducationBudgetingDebt Management September 1993
Member Since
ACFP
Buchanan JamesAppletree FInancial Network8101 34th Avenue South, Suite 380
952-853-1235Bloomington, MN 55425
October 2002
Member Since
W
Bucholz Jamie
,Fax:
September 2013
Member Since
CFP
Buck CharlesBuck Financial Advisors9733 Wellington Ridge
651-330-3585Woodbury, MN 55125
651-204-2109Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2003
Member Since
PCFP
Bunin RichardRichard D Bunin Law OfficesMetropoint Twr #1670/600 Hwy 169
952-544-2345St Louis Park, MN 55426
952-593-2508Fax:[email protected]
Estate PlanningTrustsTax Planning July 1993
Member Since
DJD
September 15, 2016Page 9Minnesota Chapter
Sit Mutual Funds
Platinum Partner
Stock FundsDeveloping Markets Growth
Small Cap GrowthInternational Growth
Mid Cap GrowthLarge Cap Growth
Small Cap Dividend GrowthGlobal Dividend Growth
Dividend GrowthBalanced
Bond FundsMinnesota Tax-Free Income
Tax-Free IncomeQuality Income
U.S. Government Securities
www.sitfunds.com 1-800-332-5580
Carefully consider the Funds’ investment objectives, risks, charges and expenses before investing. The prospectus contains this and other imporant Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or at www.sitfunds.com. Read the prospectus carefully before investing.
MEMBERSHIP DIRECTORY - Minnesota
Burnett MarieAmeriprise Financial Services7101 York Ave S, #330
952-921-3371Edina, MN 55435
952-921-3372Fax:[email protected]
January 2006
Member Since
ACFP
Burns CassidyRiverbridge Partners1200 IDS Center, 80 South Eighth Street
612-904-6221Minneapolis, MN 55402
612-904-6271Fax:[email protected]
April 2008
Member Since
MCFP
Bush AlexanderMunkeby Kramer6 Tenth Ave NE
952-474-6933Hopkins, MN 55343
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning July 2009
Member Since
CFP
Bushard MatthewBell State Bank & TrustPO Box 9798
701-451-3059Fargo, ND 58106
April 2014
Member Since
Bye RobertEide Bailly Financial Services4310 17th Ave S, PO Box 2545
701-476-8430Fargo, ND 58108
701-476-8782Fax:[email protected]
December 2006
Member Since
CFP
Cadle LeslieAmeriprise Financial Services, Inc.7601 France Avenue South, Ste 600
952-374-5501Edina, MN 55435
952-837-1133Fax:[email protected]
General Financial PlanningAsset AllocationLife Insurance May 1996
Member Since
GCFP
Calhoun SharonVector Wealth Management9520 87th St S
612-378-7560x204Cottage Grove, MN 55016
612-379-4895Fax:[email protected]
Comprehensive Financial PlanningRetirement PlanningQualified Retirement Plans September 2004
Member Since
LCFP, ChFC
Campbell MichelleCallahan Financial Planning Corporation1000 Radio Dr, Ste 100
651-714-0323Woodbury, MN 55125
651-714-0422Fax:[email protected]
General Financial PlanningFinancial Planning for Business OwnersEstate Planning October 1998
Member Since
LCFP
Canning CharlesTIAA3718 21st St S
701-715-2726Fargo, ND 58104
March 2001
Member Since
TCFP,CLU, ChFC, CPCU
Cannon LeslieCredit Suisse704 S Hillside Ave
312-345-6010Elmhust, IL 60126
Fax:
April 2011
Member Since
Carlson GregoryWilkerson Guthmann & Johnson, Ltd.1210 W County Rd E Ste 100
651-767-1628St Paul, MN 55112
651-297-6929Fax:[email protected]
October 2002
Member Since
CCFP, CPA, MBT
Carman MarilynWells Fargo Private Wealth Group14441 Hollow Park LN
612-316-2250Burnsville, MN 55306
612-667-4727Fax:[email protected]
March 2006
Member Since
DCFP
Carpentier MichaelMRK Financial Solutions3020 Harbor Lane N
763-541-8400Plymouth, MN 55447
763-541-8404Fax:[email protected]
April 2004
Member Since
J
Carriar BarclayJohnson, Carriar, Kruchten, Anderson & Assoc1765 Roosevelt Rd
320-654-6715St Cloud, MN 56301
320-252-5549Fax:[email protected]
March 2001
Member Since
GCFP, AAMS, CRPC,AWMA
September 15, 2016Page 10Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Carrier MatthewAmeriprise Financial Services611 Summit Ave, Ste 2
952-442-4123Detroit Lakes, MN 56501
952-442-4085Fax:[email protected]
Retirement PlanningMutual FundsAsset Allocation March 1999
Member Since
JCFP
Carrington BrianPerceptive Edge InvestmentPO Box 604
952-476-2770Wayzata, MN 55391
January 2016
Member Since
Carruth RyanShavlik Financial Services1865 W. Wayzata Blvd. #206
952-473-8300Long Lake, MN 55356
952-473-3800Fax:[email protected]
Investment and Asset ManagementMortgage PlanningTax Preparation January 2008
Member Since
CFP
Cassidy MichaelROR Tax Professionals4500 Park Glen Road, #425
612-822-7177St Louis Park, MN 55416
January 2010
Member Since
DCFP, ChFC
Caverly RobertBond & Devick Wealth Partners600 South Hwy 169, #875
651-335-9416St Louis Park, MN 55426
May 2014
Member Since
Cerney DelMartin Financial4815 Quantico Lane North
763-694-0234Plymouth, MN 55446
Cash Management and BudgetingComprehensive Financial PlanningInsurance March 2008
Member Since
Chase RachelleRose Chase Financial7900 Xerxes Avenue S #910
952-896-3400Minneapolis, MN 55431
952-896-3401Fax:[email protected]
Specific Individual Financial Planning
January 1994
Member Since
DCFP
Cheeley MarkAmeriprise Financial Advisors1907 Wayzata Blvd, #350
952-449-6693Wayzata, MN 55391
763-494-0590Fax:[email protected]
Asset AllocationRetirement PlanningQualified Plans December 1996
Member Since
D
Chen YilinMinnesota State University, Mankato150 Morris Hall
507-389-5336Mankato, MN 56001
August 2010
Member Since
Christian TreverFreedom Financial Partners LLC6701 Upper Afton Rd, Ste 101
651-797-3532Woodbury, MN 55125
October 2012
Member Since
Christianson DavidCliftonLarsonAllen220 South 6th St Suite 300
612-215-1749Minneapolis, MN 55438
September 2014
Member Since
Clark ShannonWilkerson Resource Advisors1210 West County Road E, Suite 100
651-767-1615Arden Hill, MN 55112
June 2005
Member Since
LCFP
Cohen EarlHellmuth & Johnson, PLLC8050 W. 78th St.
952-460-9242Edina, MN 55439
952-941-2337Fax:[email protected]
Estate PlanningBusiness Succession PlanningFinancial Reorganizations November 1993
Member Since
HJD
Colby AustinFranke/Colby Financial Group14850 Scenic Heights Road #100
952-937-9423Eden Prairie, MN 55344
952-448-9427Fax:[email protected]
Asset AllocationRetirement PlanningInvestment Planning August 2003
Member Since
BCFP
September 15, 2016Page 11Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Comer JohnWaddell & Reed10219 36 Place North
651-200-4144Plymouth, MN 55441
Marketing for Financial PlannersBusiness PlanningRetirement Planning January 1994
Member Since
MCFP
Conrad Peter
7016 Mark Terrace Drive
612-306-6875Edina, MN 55439
May 2010
Member Since
JCFP
Contag TheodoreThrivent Financial7760 France Avenue S., Suite 710
952-475-9700Edina, MN 55435
952-938-2388Fax:[email protected]
March 2006
Member Since
ECFP
Coombs Cheryl
,Fax:
September 2007
Member Since
JCFP, CPA
Coplan JeffJeffrey Coplan14850 Scenic Heights Road, #100
952-937-5003Eden Prairie, MN 55344
Estate PlanningInvestment and Asset ManagementRetirement Planning January 2008
Member Since
Corrigan JodiJodi K Tomm CPA150 St Andrews Court, Suite 210
507-625-5876Mankato, MN 56001
507-625-2491Fax:[email protected]
Tax Planning
July 1996
Member Since
KCFP, CPA
Cosgriff MattLifewise powered by BerganKDV Wealth Manage3800 American Blvd, Ste 1000
952-212-5676Minneapolis, MN 55431
September 2014
Member Since
CFP
Coughlan LisaThrivent Financial625 Fourth Ave S
612-844-4375Minneapolis, MN 55415
612-671-4749Fax:[email protected]
August 2011
Member Since
Cozad DouglasAccord Financial Strategies, Inc.945 Highway 169 North
952-449-4412Plymouth, MN 55441
952-746-9079Fax:[email protected]
Qualified PlansRetirement PlanningAsset Management November 1991
Member Since
DCFP/MBA
Crenna JamesStifel Nicolaus & Co.60 South 6th St., Suite 3000
612-455-5861Minneapolis, MN 55402
612-455-5600Fax:[email protected]
Retirement PlanningInvestment PlanningAnnuities October 1986
Member Since
ACFP
Croke HeatherBoulay Financial Advisors16857 Interlachen Blvd
952-893-9320Lakeville, MN 55044
Fax:
June 2016
Member Since
DawnCFP
Cullen-Huebschen Kathryn
16730 43rd Ave N
612-281-9185Plymouth, MN 55446
April 2005
Member Since
MCFP
Cummings GreggMorganStanley Wealth Management, LLC345 St. Peter Street, 1800 Landmark Twr
651-215-8468St Paul, MN 55102
651-215-8408Fax:[email protected]
January 2003
Member Since
MCFP
Cyberski SusanCETERA Advisor Networks, LLC6100 Uptown Blvd. NE, #610
505-293-1923Albuquerque, NM 87110
505-271-5788Fax:[email protected]
April 2001
Member Since
MCFP
September 15, 2016Page 12Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Dahl CraigDahl Recruiting, LLC20 2nd Street NE, Unit 1703
612-812-7108Minneapolis, MN 55413
612-340-6791Fax:[email protected]
May 2009
Member Since
CFP
Dahl RachelHellmuth & Johnson, PLLC8050 W. 78th Street
952-941-4005Edina, MN 55439
952-941-2337Fax:[email protected]
July 2016
Member Since
Daline DavidRBC Wealth Management601 Carlson Pkwy, #500
952-476-3755Minnetonka, MN 55305
952-476-3750Fax:[email protected]
March 2004
Member Since
CFP
D'Aloia Karen
4719 West Wind Trail
651-503-7851Eagan, MN 55122
651-735-5881Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning March 2005
Member Since
PCFP
Daly LynnFocus Financial Network, Inc.563 Bielenberg Drive, Suite 245
651-379-3933Woodbury, MN 55125
651-379-3951Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning February 1999
Member Since
RCLTC
Davis ChristopherFederated Investors929 Portland Avenue, Unit 1510
612-209-2838Minneapolis, MN 55404
379618114501002
February 2015
Member Since
Thomas
Dean MarkThrivent Financial for Lutherans625 - 4th Ave. S
612-340-6818Minneapolis, MN 55415
612-340-6482Fax:[email protected]
March 2009
Member Since
B
DeBaere KimberlyBremer Wealth Management80 South 8th Street, Suite 240
612-373-4242Minneapolis, MN 55402
612-371-0122Fax:[email protected]
September 2009
Member Since
CFP
Decker JoshuaEducators Financial Services41 Sherburne
651-292-4895St Paul, MN 55103
651-292-4815Fax:[email protected]
General Financial PlanningAsset ManagementQualified Plans April 2002
Member Since
RCFP
Decker RichardThink Investment Services5200 Members Pkwy NW
507-536-6024Rochester, MN 55901
March 2013
Member Since
CFP
DeGraaf LarryDeGraaf Financial IncP O Box 7396
320-251-6968St Cloud, MN 56302
320-202-8505Fax:[email protected]
Retirement PlanningQualified PlansEmployee Benefits Planning June 2000
Member Since
RCFP/ChFC/CLU/CSA
Deichert SeanBell State Bank & Trust5500 Wayzata Blvd, #140
952-905-5013Minneapolis, MN 55416
August 2015
Member Since
Dekko JeffWealth Enhancement Group505 North Hwy 169, #900
763-417-1420Plymouth, MN 55441
952-249-5113Fax:[email protected]
March 2004
Member Since
CFP
Delaney MatthewCliftonLarsonAllen220 S 6th St, #300
612-376-4702Minneapolis, MN 55402
September 2014
Member Since
September 15, 2016Page 13Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Dettmann DaveNorthwestern Mutual1191 Northland Dr, Suite 150
715-441-0175Mendota Heights, MN 55120
September 2014
Member Since
CFP
Devick RichardBond & Devick Wealth Partners600 South Hwy 169, #875
952-591-0113St Louis Park, MN 55426
952-591-0104Fax:[email protected]
Retirement PlanningInvestment and Asset ManagementTax Planning January 1997
Member Since
JCFP
Devitt CarolBaker Tilly Virchow Krause, LLP225 S 6th St, #2300
952-351-4663Minneapolis, MN 55402
952-835-5845Fax:[email protected]
January 2005
Member Since
RCFP, CPA
DeWitt DrewHallett Financial505 Highway 169 N., Suite 100
952-449-9269 x633Minneapolis, MN 55441
952-449-9264Fax:[email protected]
December 2010
Member Since
Dickerson MatthewThrivent Financial18538 Exodus Ave
612-340-8037Farmington, MN 55024
August 2003
Member Since
MChFC, CFP
Dickinson KyleMPPL Financial202 Third Ave
218-628-3135Proctor, MN 55810
June 2012
Member Since
CFP
Dillon JulieDillon Financial GroupPO Box 421
218-829-0356Brainerd, MN 56401
866-883-9129Fax:[email protected]
Investment PlanningRetirement PlanningGeneral Financial Planning May 2000
Member Since
ACFP
Dinzeo PaulSummit Hill8935 Highway 5, Suite 1
952-905-9119Lake Elmo, MN 55042
July 2015
Member Since
JCFP, CPA
Dobrzynski PhilipADoby Capital Management, LLC10790 McCool Drive West
612-382-1117Burnsville, MN 55337
612-904-6250Fax:[email protected]
Asset ManagementFinancial Planning for Business OwnersInvestment Planning August 2000
Member Since
WCFP, CPA, MBA, CFA
Dobson-Totten CrystalCahill Financial Advisors, Inc.7300 Metro Blvd, Ste 625
952-926-1659Edina, MN 55439
952-926-0633Fax:[email protected]
May 2013
Member Since
Domeyer AndrewCliftonLarsonAllen Wealth Advisors220 South Sixth Street, Suite 300
888-925-2926Minneapolis, MN 55402
612-376-4690Fax:[email protected]
April 2011
Member Since
CFP
Dornbush Darold
,Fax:
June 2000
Member Since
DCFP
Doroff RandyAmeriprise Financial Services5775 Wayzata Blvd., Suite 880
763-367-7980St Louis Park, MN 55416
763-367-7981Fax:[email protected]
Retirement PlanningGeneral Financial PlanningFinancial Planning for Business Owners July 2000
Member Since
GCFP
Doroff ToddFathom Advisors5775 Wayzata Blvd., Suite 880
763-367-7980St Louis Park, MN 55416
July 2013
Member Since
CFP
September 15, 2016Page 14Minnesota Chapter
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MEMBERSHIP DIRECTORY - Minnesota
Downes JosephLaurel Wealth Planning3300 Edinborough Way, Suite 790
952-854-6250Edina, MN 55435
December 2014
Member Since
CFP
Drayton JeffreyThrivent Financial701 Xenia Avenue South, Suite 550
612-916-6428Golden Valley, MN 55416
October 2013
Member Since
CFP
Droegemueller DonaldPeak Financial Consulting1650 West 82nd Street, #1200
952-303-8202Bloomington, MN 55431
November 2015
Member Since
CFP
Droegemueller FordPeak Financial Consulting1650 West 82nd Street, #1200
952-303-8200Bloomington, MN 55431
Estate PlanningInvestment and Asset ManagementRetirement Planning July 2003
Member Since
CCFP
Dubuque EllenRossi Dubuque Breckenridge, LLC333 South 7th Street, Suite 3020
612-870-9630Minneapolis, MN 55402
612-870-1200Fax:[email protected]
General Financial PlanningRetirement PlanningInvestment Planning October 1998
Member Since
CJD/CFP
Dufresne ThomasAmeriprise Financial Advisors1850 Austin Rd, #104
507-444-0901Owatonna, MN 55060
507-444-0721Fax:[email protected]
December 1999
Member Since
CFP/CPA
Dunkel JeffThrivent Financial8641 Quarry Ridge LN unit B
612-844-4283Woodburry, MN 55125
612-844-8036Fax:[email protected]
Estate PlanningRetirement PlanningAsset Management May 1990
Member Since
RCFP, CLU, ChFC, CTFA
Dunn RichardDunncreek Advisors701 Fourth Avenue South, Suite 1500
612-436-3770Minneapolis, MN 55415
April 2011
Member Since
AIF, AAMS
Dworsky RichardLegacy Private Wealth Group4400 W 78th Street, Suite 510
952-446-7800Bloomington, MN 55435
General Financial PlanningIndividual InsuranceRetirement Planning March 1993
Member Since
DCFP/CLU/CRPC
Eaton AndreaCornerstone Wealth Advisors, Inc.5201 Eden Ave South, Suite 135
952-920-3900Edina, MN 55436
December 2004
Member Since
NCFP
Ebert RobertFortune Financial10261 Yellow CIrcle Drive
952-908-2508Hopkins, MN 55343
February 2016
Member Since
Ecker JennaCliftonLarsonAllen220 South Sixth Street, Suite 300
612-397-3353Minneapolis, MN 55402
January 2014
Member Since
Eder BrianNorthwestern Mutual8530 Eagle Point Blvd, Ste 200Lake Elmo, MN 55402
September 2011
Member Since
Eichten Robert
626 E. 58th St.
612-202-9418Minneapolis, MN 55417-2426
612-395-3915Fax:[email protected]
General Financial PlanningEstate PlanningBusiness Succession Planning August 1984
Member Since
WCFP PFS
September 15, 2016Page 15Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
El-Gamal GhadaTransamerica Retirement Management408 St. Peter Street, #230
651-286-4729St Paul, MN 55102
888-247-2122Fax:[email protected]
December 2007
Member Since
MCFP
Elling JordanCliftonLarsonAllen Wealth Advisors220 South Sixth Street, Suite 300
612-376-4642Minneapolis, MN 55402
612-376-4850Fax:[email protected]
October 2014
Member Since
Ellingson ByronRBC Wealth Management2064 Superior Dr NW
507-536-2018Rochester, MN 55901
507-288-7913Fax:[email protected]
Financial PlanningCompany 401k'sIndividual Retirement Planning October 2000
Member Since
GCFP, AIF, PRP, AWM
Elmtalab Sahand
901 Marquette Ave, Ste 2600
952-698-7029Minneapolis, MN 55402
June 2008
Member Since
CFP, CLU
Elsberry MichaelNorthern Plains Financial527 DeMars Ave
701-314-1166Grand Forks, ND 58201
May 2016
Member Since
TCFP
Elston Brondell JenniferTrust Point Inc.43 Main Street S.E., Suite 214
612-339-2343Minneapolis, MN 55414
January 2016
Member Since
JJD
Emswiler CarolineWEALTH Financial Consultants, Inc.15830 Venture Lane
952-294-4921Eden Prairie, MN 55344
952-937-7605Fax:[email protected]
Retirement PlanningAsset ManagementStock Options April 2000
Member Since
ECFP
Eng BarbaraAmeriprise Financial626 Ameriprise Financial Center
612-671-5530Minneapolis, MN 55474
February 2013
Member Since
Ensrud BruceThrivent Financial for Lutherans5500 Wayzata Blvd, # 1480
952-475-9700Golden Valley, MN 55416
763-595-9424Fax:[email protected]
June 2002
Member Since
ACFP, CHFC, CLU
Epple RichardAurochs Financial Group15600 Wayzata Blvd, # 100
952-470-5049Wayzata, MN 55391
952-470-1062Fax:[email protected]
General Financial PlanningMiddle Income Client NeedsRetirement Planning February 2002
Member Since
CFP
Ericson KennethWells Fargo Private Bank900 E Wayzata Blvd, Mezzanine Level
612-466-5874Wayzata, MN 55391-1836
May 2010
Member Since
BCFP
Erpenbach MichaelWaddell & Reed, Inc.2618 - 17th Ave East
651-200-4144North St Paul, MN 55109
651-483-0055Fax:[email protected]
Cash Management and BudgetingFunding EducationRetirement Planning January 2008
Member Since
CRPC
Estes RobertEstes Law Firm P.A.4741 Fremont Ave S
612-827-2000Minneapolis, MN 55419
September 2014
Member Since
D
Evans RonaldQuantitative Advantage10400 Yellow Circle Drive, Suite 303
952-253-1099Minnetonka, MN 55343
952-944-5789Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementTax Preparation December 2002
Member Since
E.CFP
September 15, 2016Page 16Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Evans Jr. Robert
2322 Taft Street NE
612-781-5790Minneapolis, MN 55418
January 2016
Member Since
L
Falck RichardFalck Financial ServicesPO Box 530
507-645-2993Northfield, MN 55057
507-645-6637Fax:[email protected]
March 2006
Member Since
J.CFP, ChFC, CLU, MBA
Falk RebeccaUBS Financial Services8500 Normandale Lake Blvd, Ste 210
952-921-7958Bloomington, MN 55437
December 2012
Member Since
CFP
Faust BlakeWipfli Hewins Investment1712 Goldenrod Circle
507-581-1541Northfield, MN 55057
April 2012
Member Since
CFP
Fautsch DerekSecured Retirement Financial521 Laredo Land
952-460-3260Chanhassen, MN 55317
August 2016
Member Since
CFP
Fedor KathleenMullen & Guttman6600 France Ave S, Suite 210
612-756-7276Edina, MN 55435
August 2014
Member Since
Fee EllenBGM TruNorth4470 West 78th Street Circle, #200
952-844-2515Bloomington, MN 55435
October 2010
Member Since
CFP
Fernandes BenhurWaddell & Reed2 Carlson Pkwy N, #110
763-593-0649Plymouth, MN 55447
October 2015
Member Since
Feterl AndrewBond & Devick Wealth Partners600 South Hwy 169, #875
952-591-0113St Louis Park, MN 55426
952-591-0104Fax:[email protected]
June 2001
Member Since
RCFP
Fier Janice
13020 Welch TrailWelch, MN 55089
March 2015
Member Since
Fifer JeannaCahill Financial Advisors7261 Ohms Lane
952-926-1659Edina, MN 55439
612-455-6901Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning November 2008
Member Since
CFP
Finkelstein StevenSterling Retirement Resources, Inc.8401 Golden Valley Road, Suite 225
763-762-3400Golden Valley, MN 55427
952-224-7179Fax:[email protected]
Asset AllocationEstate PlanningComprehensive Financial Planning May 2000
Member Since
CCFP
Fischer KellyWealth Enhancement Group505 N. Hwy 169, Suite #900
952-249-7024Plymouth, MN 55441
952-249-7034Fax:[email protected]
January 2014
Member Since
CFP
Fischer MarkPlan for Life2320 Parklands Road
612-210-8326St Louis Park, MN 55416
November 1998
Member Since
SCFP/CLU
September 15, 2016Page 17Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Fischer StephenFactRight, LLC10125 Crosstown Circle, Suite 300
847-805-6247Eden Prairie, MN 55344
612-338-0798Fax:[email protected]
Asset AllocationAsset ManagementInvestment Planning November 1999
Member Since
HCFP/CPA
Fishman AndrewAffiance Financial, L.L.C.600 Hwy 169 S, #1950
952-253-2563St Louis Park, MN 55426
952-544-5524Fax:[email protected]
Investment ManagementRisk ManagementFinancial Planning October 2001
Member Since
BCFP, MBA
Fleischauer AlanFleischauer Financial Management11100 Wayzata Blvd, Ste 161
952-975-1787Minnetonka, MN 55305
952-277-4301Fax:[email protected]
August 2003
Member Since
EChFC, CLU, CFP, RICP
Flom SandraCambridge Investment Research14 Third Street NE Suite A
507-333-3973Faribault, MN 55021
507-334-2817Fax:[email protected]
Retirement PlanningMutual FundsTax Planning March 2000
Member Since
LCFP/CPA
Foley JeffreyGradient Financial Group4105 Lexington Ave N. Ste #380
866-991-1539Arden Hills, MN 55126
651-379-8040Fax:[email protected]
April 2013
Member Since
CFP, MSM
Fox JohnAmeriprise Financial Services7820 Terrey Pine Court, Suite 200
952-646-1623Eden Prairie, MN 55347
952-646-1601Fax:[email protected]
Investment PlanningRetirement PlanningEstate Planning August 1996
Member Since
NCFP, ChFC
Frane BradleyMidwest Secure Retirement Specialists16481 77th Circle North
612-281-6217Maple Grove, MN 55311
November 2009
Member Since
JCLU ChFC
Frazier KatieEverest Financial Group10680 Hamshire Ave S, #114Bloomington, MN 55438
September 2015
Member Since
Fredrickson AaronTransamerica Retirement Management408 St. Peter Street, Suite 230
651-286-4718St Paul, MN 55102
888-247-2137Fax:[email protected]
December 2007
Member Since
D
Freeman NancyJRA Financial3917 Sunset Rd N
763-607-6294Brooklyn Park, MN 55443
November 1995
Member Since
WCFP
Frey JillState Farm Insurance1285 Northland Dr
651-249-6970Mendota Heights, MN 55420
July 2011
Member Since
ChFC, CASL
Friedges StacyJNBA Financial Advisors8500 Normandale Lake Blvd., #450
952-844-0995Minneapolis, MN 55437
July 2011
Member Since
CFP
Fritschel JamesWindsor Financial Group, LLC225 South 6th St, Suite 3800
612-347-7986Minneapolis, MN 55402
612-347-7983Fax:[email protected]
Comprehensive Fin'l PlanningInvestment PlanningTax Planning February 2002
Member Since
CPA, CFP
Fruechte KevinOlson Wealth Group16410 - 39th Ave N
763-226-9717Minneapolis, MN 55446
December 2014
Member Since
September 15, 2016Page 18Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Frye AndrewLarson Allen Financial220 S 6th St., Ste 300
612-376-4533Minneapolis, MN 55402
612-376-4600Fax:[email protected]
March 2006
Member Since
J.CFP, CPA
Fulton AaronHonkamp Krueger Financial Services13911 Ridgedale Drive, Suite 330
952-831-2200Minnetonka, MN 55305
952-831-2201Fax:[email protected]
January 2006
Member Since
CFP
Funk AaronRBCRBC Plaza, 60 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
Fure JohannesFure Financial Corporation8500 Normandale Lake Blvd., #950
952-944-8250Bloomington, MN 55437-3822
952-944-8252Fax:[email protected]
September 1997
Member Since
CFP
Gabriel MarkAmeriprise Finl Advisors3200 Main St. NW, #320
763-421-8659Coon Rapids, MN 55448
763-208-0948Fax:[email protected]
March 2006
Member Since
ACFP
Gaffaney DavidFedStar Financial, LLC1814 Alta Vista Drive
651-602-7814Roseville, MN 55113
651-602-7825Fax:[email protected]
Investment PlanningRetirement PlanningAsset Allocation June 2001
Member Since
WCFP
Garcia Melissa
930 Wert Road
612-629-9673Hudson, WI 54016
November 2015
Member Since
Garmaker JeanetteAmeriprise Financial626 Ameriprise Financial Center
612-839-6146Minneapolis, MN 55474
May 2012
Member Since
CFP
Garrett KristinTapestry Wealth Consultants331 East 53rd St.
651-592-5474Minneapolis, MN 55419
952-563-1213Fax:[email protected]
General Financial PlanningEstate Planning
June 2001
Member Since
LCFP
Gehle RoxaneMerrill Lynch315 Lake St E, Suite 200
952-404-5933Wayzata, MN 55391
952-471-1122Fax:[email protected]
Retirement PlanningAsset ManagementGeneral Financial Planning September 1998
Member Since
TCFP
Gerhardson LyleRGW Wealth Management, LLC9800 Shelard Parkway, Suite 330
763-544-0850Plymouth, MN 55441
August 2016
Member Since
Getchell GregAmada Senior Care1043 N Shore Drive
763-307-9138Forest Lake, MN 55025
763-307-3365Fax:[email protected]
March 2016
Member Since
Gianoli DennisTotal Wealth CarePO Box 365
507-263-3539Cannon Falls, MN 55009
507-263-3599Fax:[email protected]
Retirement PlanningMutual FundsTax Planning December 1993
Member Since
BCFP, CPA
Giefer MichaelThe Johnston Group121 S. 8th Street, Ste 1111
612-337-5030Minneapolis, MN 55402
612-337-5070Fax:[email protected]
March 2016
Member Since
JD, CFP
September 15, 2016Page 19Minnesota 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
Gieschen AmeliaSterling Retirement Resources8401 Golden Valley Road, Suite 225
763-762-3400Golden Valley, MN 55427
952-224-7179Fax:[email protected]
October 2012
Member Since
Gigler KathrynGigler Financial Services12512 A Leyte St NE
612-436-3787Blaine, MN 55449
612-313-7516Fax:[email protected]
Planning for Small Business OwnersEmployee BenefitsFinancial Planning for Individuals November 1999
Member Since
ACFP, ChFC
Gilbertson SteveAccredited Investors, Inc315 Turners Crossroad S.
952-841-2241Golden Valley, MN 55416
952-841-2223Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2007
Member Since
CFP
Gillespie WendyAmeriprise Financial Services3515 Plymouthh Blvd., #204
763-543-5183Plymouth, MN 55447
763-231-4141Fax:[email protected]
March 2006
Member Since
LCFP
Ginkel ChrisThrivent Financial for Lutherans625 4th Ave. South
612-340-8401Minneapolis, MN 55415
612-340-8076Fax:[email protected]
July 2005
Member Since
CFP
Gislason ScottNorth Star Resource Group2701 University Avenue South East
612-617-6159Minneapolis, MN 55414-3233
612-256-3159Fax:[email protected]
April 2010
Member Since
Glasheen WilliamFidelity Investments11450 Wayzata Blvd
801-699-6053Minnetonka, MN 55305
May 2008
Member Since
CFP
Gleason TravisBGM TruNorth1099 Helmo Avenue North, Suite 230
651-735-5878Oakdale, MN 55128
January 2012
Member Since
CFP
Glennie MelissaCapital Management Associates7900 Xerxes Ave S, 500 Wells Fargo Plaza
952-893-1200Minneapolis, MN 55431
March 2016
Member Since
Godfrey JosephWaddell & Reed3601 Minnesota Drive, Suite 550
952-852-1310Bloomington, MN 55435
April 2012
Member Since
Goedtke CarlaAnnInvestors Choice Financial Services2648 Broadway Avenue
507-836-8844Slayton, MN 56172-0028
507-836-8898Fax:[email protected]
Qualified PlansFinancial Planning for WomenRetirement Planning April 1997
Member Since
ERFC, CSA
Goedtke JamesInvestors Choice Financial Services2648 Broadway Avenue
507-836-8844Slayton, MN 56172
507-836-8898Fax:[email protected]
Post Retirement PlanningRetirement PlanningMarket/Investment Trends March 1992
Member Since
DCEO, RFC, CSA
Gonzalez AlexanderThrivent Financial for Lutherans5270 West 84th Street, Suite 255
952-358-3450Bloomington, MN 55437
952-358-3444Fax:[email protected]
Comprehensive Financial PlanningElder and Long-Term Care PlanningSpecial Needs Planning July 2008
Member Since
J.CFP, FIC, CLTC
Good JasonIntelligent Financial Strategies, LLC10900 Wayzata Blvd Ste 820
952-941-2795 x12Minnetonka, MN 55305
952-513-2048Fax:[email protected]
January 2010
Member Since
PCFA,CFP
September 15, 2016Page 20Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Goodney LeotaLeota Goodney CPA, PA319 Division St. S, PO Box 347
507-663-0861Northfield, MN 55057
507-663-1253Fax:[email protected]
Tax PlanningRetirement PlanningElder and Long-Term Care Planning March 1985
Member Since
RCFP CPA
Goshert DanicaIntegrated Equity Management, Inc.8009 34th Ave S, #850
952-854-5544Bloomington, MN 55425
952-854-6335Fax:
November 2006
Member Since
LCFP
Graber EricCapital Strategies Financial Corp.8053 Xerxes Avenue South
952-926-3000Bloomington, MN 55431
September 2011
Member Since
Graf KevinAmeriprise Financial Services3600 Minnesota Drive, Suite 550
952-300-2330Edina, MN 55435
952-300-2301Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 2001
Member Since
MCFP
Green StephenThrivent Financial629 W Central Entrance
218-625-4007Duluth, MN 55811
218-625-4022Fax:[email protected]
June 2015
Member Since
CCLTC, FIC
Greene MichaelAmeriprise Financial Services966 Ameriprise Financial Center
612-671-4707Minneapolis, MN 55474
612-671-4749Fax:[email protected]
August 2002
Member Since
CFP
Greenwald JoelGreenwald Wealth Management1660 South Highway 100, Suite 270
952-641-7616St Louis Park, MN 55416
952-426-3626Fax:[email protected]
Planning for Physicians/DentistsFinancial Planning for Health Care ProfQualified Plans May 1998
Member Since
M.D./CFP
Gries Gerald
14110 46th Place North
763-593-1258Plymouth, MN 55446
763-595-7317Fax:[email protected]
Mutual FundsEstate PlanningInvestment Planning November 1992
Member Since
BCFP, AAMS
Grochowski JosephVector Wealth Management43 Main Street SE, #236
612-378-7560Minneapolis, MN 55414
612-379-4895Fax:[email protected]
November 2008
Member Since
CFP ChFC
Groezinger DebraStevens Foster Financial Advisors7901 Xerxes Ave S, Suite 325
952-843-4212Bloomington, MN 55431
952-843-4213Fax:[email protected]
Estate PlanningRetirement PlanningTax Planning March 2002
Member Since
ACPA/PFS, CFP
Gruning JamesGruning Financial, LLC2005 Fountain Lane North, Suite 125
763-473-4294Plymouth, MN 55447
952-417-0786Fax:[email protected]
November 2004
Member Since
LMBA, RFC
Guncheon KellyGuncheon Financial, LLC14451 Hwy 7, Ste 212
952-449-4467Minnetonka, MN 55345
February 2009
Member Since
CRPS
Gusick KristyProfessional Services Marketing
651-348-6398St Paul, MN 55128
October 2012
Member Since
L.
Gustafson MichaelFocus Financial Network Inc1000 Shelard Parkway, #300
952-591-9770x334Minneapolis, MN 55426
952-591-9770Fax:[email protected]
Retirement PlanningEstate PlanningQualified Plans July 1994
Member Since
L.CFP
September 15, 2016Page 21Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Guyton JonathanCornerstone Wealth Advisors, Inc.5201 Eden Ave South, Suite 135
952-920-3900x213Edina, MN 55436
952-920-9567Fax:[email protected]
Retirement PlanningAsset ManagementFinancial Planning for Executives December 1994
Member Since
TCFP
Guzek Montagne LisaLPL Financial Services3800 American Blvd West, #1400
952-853-2234Bloomington, MN 55431
952-853-2235Fax:[email protected]
Asset Management/AllocationRetirement PlanningEstate Planning June 1994
Member Since
CFP
Haag RyanRyan T. Haag CFP, CLU, ChFC7701 France Ave S, #100
952-352-9245Edina, MN 55435
952-933-7589Fax:[email protected]
General Financial PlanningEstate PlanningInvestment Planning August 2000
Member Since
TCFP/CLU/ChFC/RFL/ REBC/RHU
Haage TravisApolloWorks Financial383 Saint Albans St N
651-335-0647St Paul, MN 55104
July 2014
Member Since
CFP
Hachfeld JonAmeriprise Financial, Inc3900 Northwoods Drive, Suite 150
651-765-7028Arden Hills, MN 55112
December 2014
Member Since
W.CFP
Hadley MarcWilkerson Resource Advisors1210 West County Road E, Suite 100
651-767-1616Arden Hills, MN 55112
651-297-6929Fax:[email protected]
Retirement PlanningTax PlanningComprehensive Financial Planning August 1984
Member Since
CCFP
Hagan PatrickAmeriprise Financial Services8325 Wayzata Blvd Suite 100
763-543-5157Minneapolis, MN 55426-1399
612-525-0372Fax:[email protected]
Comprehensive Financial PlanningInvestment PlanningEstate Planning July 1998
Member Since
JCFP
Hagen DerekMarquette Asset60 South Sixth St, Suite 3900
612-644-6155Minneapolis, MN 55402
December 2014
Member Since
CFP
Hagen LutherHagen Financial Advantage14811 Energy Way
952-431-2224St Paul, MN 55124
January 2009
Member Since
ChFC, CLU, CFP
Haglin MichaelThrivent Financial625 - 4th Ave SMinneapolis, MN 55415
Fax:
October 1996
Member Since
JCFP/CLU
Hahm NathanaelLifeSTAGE Wealth Management11100 Wayzata Blvd., #510
763-542-8884Minnetonka, MN 55305
October 2003
Member Since
MCFP
Haider AnthonyMetLIfe Premier Client Group301 Carlson Parkway, Suite 300
952-258-5047Minnetonka, MN 55305
April 2015
Member Since
C
Halbur ChadCornerstone Private Asset Trust2101 West 41st St, #2000
866-200-6528Souix Falls, SD 57105
January 2013
Member Since
CFA
Hallonquist JasonAIS Planning3701 - 12th Street North, #103
320-252-6552St Cloud, MN 56303
320-252-6534Fax:[email protected]
July 2004
Member Since
CFP
September 15, 2016Page 22Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Hance JohnHance Financial, LLC3600 American Blvd W #120
952-445-6482Bloomington, MN 55431
June 2015
Member Since
CFP
Handke BridgetBirchwood Financial Partners3300 Edinborough Way, #610
952-885-9088Edina, MN 55435
March 2002
Member Since
MCFP
Hansen RonaldNationwide Financial3667 Fairway Drive
651-247-3997Woodbury, MN 55125
614-677-4494Fax:[email protected]
April 1984
Member Since
DCFP
Hansen WilliamWilliam M. Hansen & Associates, PLLC7500 Olson Memorial Hwy #100
763-398-5800Minneapolis, MN 55427
763-543-5667Fax:[email protected]
June 2002
Member Since
MJD LLM, CFP
Hanson CynthiaAmeriprise FInancial Advisors1032 Ameriprise Financial
612-671-7036Minneapolis, MN 55474
612-671-8947Fax:[email protected]
July 2014
Member Since
CFP
Hanson GregoryAPD Wealth Management11140 Hwy 55, Suite D
952-541-0020Plymouth, MN 55441
Retirement PlanningFinancial Planning for Business OwnersQualified Plans September 1999
Member Since
M
Hanson ScotEducators Financial Services822 Martha Lake Court
612-590-6389Shoreview, MN 55126
Comprehensive Financial PlanningRetirement PlanningTax Planning November 2001
Member Since
SCFP
Hardie MelanieCeridian4550 229th Ave NE
651-402-8384East Bethel, MN 55005
Cash Management and BudgetingComprehensive Financial PlanningLife Planning March 2006
Member Since
CCFP
Hargreaves AdellmarieEFS Advisors9973 Nathan Lane N
651-767-1286Maple Grove, MN 55369
June 2015
Member Since
Harmon LindaHarmon & Hartmon Financial Group, LLC1360 Energy Park Drive, Suite 100
651-332-5545St Paul, MN 55108
651-332-5559Fax:[email protected]
Retirement PlanningEstate PlanningInvestment Planning February 2001
Member Since
KCFP, CPA
Harms GaylenFortune Financial10261 Yellow Circle Drive
952-908-2520Minnetonka, MN 55343
952-908-2501Fax:[email protected]
Investment PlanningRetirement PlanningEmployee Benefits Planning August 1995
Member Since
JCFP/CLU/ChFC
Hartmon Bollom ColleenHarmon & Hartmon Financial Group, LLC1360 Energy Park Drive, Suite 100
651-332-5540St Paul, MN 55108
651-332-5559Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning February 2001
Member Since
CFP
Hasler AaronFinetooth Consulting4252 11th Avenue South
612-208-0653Minneapolis, MN 55407
January 2013
Member Since
Hatlestad AimeeTruNorth Concierge Wealth Management1099 Helmo Avenue North, Suite 230
651-735-5878Oakdale, MN 55128
651-735-5881Fax:[email protected]
Long Term Health CareAsset ManagementRetirement Planning August 1999
Member Since
JCFP
September 15, 2016Page 23Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Haugen AndersLifelong Wealth Inc.701 4th Avenue So., Suite 1700
612-349-6400Minneapolis, MN 55415-1818
612-279-647Fax:[email protected]
June 2010
Member Since
CFP
Haukedahl MarkHaukedahl Financial Services9801 Dupont Avenue S #395
952-888-1211Minneapolis, MN 55431
612-888-0703Fax:[email protected]
June 1984
Member Since
ICLU, ChFC
Hawks AnitaMetLife Premier Client Group301 Carlson Pkwy, Ste 300
952-473-2921Minnetonka, MN 55305
952-745-0841Fax:[email protected]
July 2005
Member Since
LCFP, CRPS, MBA
Hawthorne JessicaOffice Connection & SendOutCards3900 Main Street N.E.
763-781-1212Columbia Heights, MN 55421
763-781-1212Fax:[email protected]
July 2015
Member Since
Marie
Heagren DouglasLPL Financial5108 Duggan Plaza
612-567-4625Edina, MN 55439
303-996-0347Fax:[email protected]
April 2009
Member Since
CFP, CRPC, APMA
Hedrick LynnBMO Harris Financial Advisors11915 Elm Creek Blvd N
763-315-7951Maple Grove, MN 55369
September 2007
Member Since
ChFC
Hegstrom MarkWaterfront Financial Group5500 Wayzata Blvd., #1040
952-236-1755Golden Valley, MN 55416
January 2014
Member Since
Heiar DanielMindful Asset Planning14530 Pennock Avenue
952-432-4666Apple Valley, MN 55124
September 2012
Member Since
CFP
Heimdal PamelaHeimdal Tax & Financial Services8353 210th Street
952-469-1428Lakeville, MN 55044
952-469-6781Fax:[email protected]
Tax PlanningBusiness PlanningRetirement Planning October 2003
Member Since
SCFP, EA
Heiser MichaelRBCRBC Plaza, 60 South Sixth Street
612-371-2363Minneapolis, MN 55402
August 2016
Member Since
Heitkamp DavidFocus Financial Network, Inc.717 Applewood Circle
952-591-9770Victoria, MN 55386
July 2011
Member Since
CFP
Hemingway EricHemingway Wealth Management14550 Excelsior Blvd., Suite 200
952-232-0230Minnetonka, MN 55345
April 2011
Member Since
R
Hemingway RichardHemingway Wealth Management, LLC14550 Excelsior Blvd, Suite 200
952-417-6033Minnetonka, MN 55345
Financial PlanningBusiness PlanningEstate Planning April 2001
Member Since
ICLU, ChFC, CFP, MSFS
Henderson RenayMeristem, LLP601 Carlson Parkway, #800
952-835-8278Minnetonka, MN 55420
952-835-8283Fax:[email protected]
July 2006
Member Since
HCFP
September 15, 2016Page 24Minnesota Chapter
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MEMBERSHIP DIRECTORY - Minnesota
Hennen BruceAmeriprise Financial Services2805 Dodd Road, #195
651-256-6006St Paul, MN 55121
651-882-9740Fax:[email protected]
December 2000
Member Since
ACFP, ChFC, CLU
Henry JacquelynAmeriprise Financial Services1930 Premier Drive
507-625-9050Mankato, MN 56001
507-625-4496Fax:[email protected]
April 1993
Member Since
ACFP
Heo WookjaeSouth Dakota State University2324 10th Street 116
605-688-5009Brookings, SD 57006
March 2016
Member Since
Herbeck DavidBPK&Z Financial Services LLP7500 Olson Memorial Hwy, Suite 200
763-8546-6211Minneapolis, MN 55427
763-543-5667Fax:[email protected]
January 2014
Member Since
JCPA/PFS, ChFC
Heupel WilAccredited Investors Inc5200 West 73rd Street
952-841-2222Edina, MN 55439
952-841-2223Fax:[email protected]
Life InsuranceEstate PlanningRetirement Planning December 1997
Member Since
TCFP/CLU/MBA/ChFC
Hicks DerekCliftonLarsonAllen Wealth Advisors, LLC220 South Sixth Street, Ste. 300
612-376-4565Minneapolis, MN 55402
612-376-4690Fax:[email protected]
September 2007
Member Since
CFP
Hietapelto HugoUniversity of Minnesota DuluthLSBE 213J, 1318 Kirby Drive
218-722-0296Duluth, MN 55812
September 2014
Member Since
Higgins JayEducators Financial Services1950 Northwestern Ave, #106
651-271-5567Stillwater, MN 55082
April 2015
Member Since
MTCFP
Higgins JayRiverbridge Partners, LLC1200 IDS Center, 80 South Eighth Street
612-904-6223Minneapolis, MN 55402
612-904-6250Fax:[email protected]
Asset ManagementInvestment PlanningGeneral Financial Planning January 2006
Member Since
WCFP
Hinds PatriciaGranite Financial, Inc.1411 West Saint Germain Street, #250
320-202-1655St Cloud, MN 56301
320-230-2389Fax:[email protected]
Estate PlanningLife PlanningRetirement Planning March 2006
Member Since
JCFP
Hinz JohnJ R Hinz & Associates, Inc.12610 28th Avenue N
763-559-1656Plymouth, MN 55441
763-550-0982Fax:[email protected]
Business PlanningInvestment and Asset ManagementRetirement Planning December 1983
Member Since
RCFP
Hofstede DianeWaddell & Reed, Inc.610 Ramsey St NE
612-280-1077Minneapolis, MN 55413
Financial PlanningRetirement PlanningElder Planning November 1989
Member Since
Hohn NicholasCahill Financial Advisors, Inc.7261 Ohms Lane
952-926-1659Edina, MN 55439
952-926-0633Fax:[email protected]
January 2010
Member Since
CFP
Holsten MichaelDeloitte Tax, LLP10441 Lansing Ave N
612-397-4018Stillwater, MN 55082
612-397-4550Fax:[email protected]
Business Succession PlanningEstate PlanningTax Planning June 1998
Member Since
WCFP, CPA, JD
September 15, 2016Page 25Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Holupchinski PeterCliftonLarsonAllen Wealth Advisors, LLC220 S 6th Street #300
612-376-4593Minneapolis, MN 55402
January 2014
Member Since
CFP
Hornung RichardFocus Financial1300 Godward Street NE, Suite 5500
651-379-3919Minneapolis, MN 55413
651-631-8166Fax:[email protected]
September 2006
Member Since
A.
Horsch CarlUS Bank800 Nicollet Mall, BC-MN-H16D
612-303-4625Minneapolis, MN 55402
April 2012
Member Since
CFP
Houle NicholasLarson & Allen Financial, LLC220 S. 6th Street #300
612-375-4500Minneapolis, MN 55402
612-376-4850Fax:[email protected]
Tax PlanningEstate PlanningGeneral Financial Planning September 1997
Member Since
JCPA/PFS, MBT, CFP
House JohnCoyote Financial Inc.28039 N 95th Street
480-905-3260Scottsdale, AZ 85262
612-347-7801Fax:[email protected]
June 1995
Member Since
ACFP, CHFC
Hoversten KimAmeriprise Financial35 Ameriprise Financial CenterMinneapolis, MN 55474
October 2012
Member Since
Howard ScottMairs & Power, Inc.524 W Minnehaha Parkway
651-294-8309Minneapolis, MN 55419
PLAT 2016
Member Since
D
Huang FangEcho Wealth Management, LLC3033 Campus Drive, Suite W120
763-432-7875Plymouth, MN 55441
763-374-6042Fax:[email protected]
Asset ManagementComprehensive Financial PlanningFin'l Plng for Executives & Professional January 2002
Member Since
EchoCPA, CFP
Hubert TamaraFirst Minnetonka Investment Center14550 Excelsior Blvd.
952-465-0323Minnetonka, MN 55345
952-935-4957Fax:[email protected]
Retirement PlanningInvestment PlanningLong Term Health Care January 1997
Member Since
CFP
Hubley RogerNetworth Inc870 Bald Eagle Drive, Suite 5B
239-389-7420Marco Island, FL 34145
239-389-7423Fax:[email protected]
Estate PlanningAsset ManagementInvestment Planning October 1996
Member Since
CFP/CLU/ChFC
Hughes ChristinaTufford Hughes & Associates3300 Edinborough Way, #550
612-313-7477Edina, MN 55435
612-313-7552Fax:[email protected]
August 2004
Member Since
N.J.CFP
Hume RonaldStonebridge Capital Advisors, LLC2550 University Avenue West, #180S
651-251-3634St Paul, MN 55114
651-251-1010Fax:[email protected]
October 2007
Member Since
C.
Humphrey ThomasAmeriprise Financial ServicesFirst National Bank Bldg 190-2nd Ave SW
320-983-1331Milaca, MN 56353
320-983-2341Fax:[email protected]
September 2002
Member Since
FCFP
Imholte NancyAmeriprise Financial, Inc.8325 Wayzata Blvd Suite 100
952-920-2638 ext 601Golden Valley, MN 55426
March 2005
Member Since
CPCC
September 15, 2016Page 26Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Infante RachelFure Financial8500 Normandale Blvd., #950
952-944-8250Bloomington, MN 55437
February 2010
Member Since
CFP
Isaacson SusanPersonal Wealth Partners1550 American Blvd E, Suite 640
952-851-1385Bloomington, MN 55435
612-337-5070Fax:[email protected]
October 1996
Member Since
CFP/PFS/CPA/JD/LLM
Jacobson ShawnLegacy Financial Advisors3500 American Boulevard West, #675
952-893-5568Bloomington, MN 55431
952-893-5560Fax:[email protected]
Cash Management and BudgetingInvestment and Asset ManagementRetirement Planning February 2001
Member Since
JCFP/ChFC
Jamison SeanLifePlan Financial, LLC226 North Broad St
507-625-3507Mankato, MN 56001
August 2016
Member Since
CFP
Jaremko ThomasAmeriprise Financial Services3900 N Woods Drive #150
651-765-7027Arden Hills, MN 55112
651-494-9768Fax:[email protected]
December 2014
Member Since
JCFP
Jaros RoyalAmeriprise Financial Services14985 Glazier Ave., Suite 650
952-431-6410Apple Valley, MN 55124
952-894-0217Fax:[email protected]
March 1995
Member Since
CFP
Jarvis PaulUnited Capital Financial Advisers109 Roberts Street
701-293-2076Fargo, ND 58102
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning November 2007
Member Since
JCFP, CTFA
Jenneke TimothyThrivent Financial for Lutherans10900 Wayzata Blvd., #220
952-229-5016Hopkins, MN 55305
763-546-1162Fax:[email protected]
January 2006
Member Since
JCFP
Jensen ElyseAzure Wealth Management223 Walnut Street
218-590-8513St Paul, MN 55102
April 2013
Member Since
CFP, ChFC, CLU
Jensen ScottAdvanced Retirement Resources701 4th Ave S ste 1500
612-347-8630Minneapolis, MN 55415
January 2011
Member Since
Jenson BradleyLake Superior Financial Services, Inc.11 East Superior Street, #544
218-625-2433Duluth, MN 55802
218-625-2201Fax:[email protected]
Comprehensive Financial PlanningQualified PlansEstate Planning May 2002
Member Since
CCFP, CIMA
Jergenson CraigCoach Craig Jergenson, CFP11670 Fountains Drive, Suite 200
763-445-2784Maple Grove, MN 55369
Retirement PlanningInsuranceComprehensive Financial Planning June 1998
Member Since
WCFP
Johnson ChrisPersona Custom Clothing3217 85th Ave N
612-500-1891Brooklyn Park, MN 55443
June 2016
Member Since
Johnson CraigPCG Agencies119 14th Street NW, Suite 300
651-605-2751St Paul, MN 55112
October 2014
Member Since
M
September 15, 2016Page 27Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Johnson CurtisAmeriprise Financial Services10405 Sixth Avenue N #200
763-525-0258Plymouth, MN 55441
763-525-0372Fax:[email protected]
Asset AllocationRetirement PlanningEstate Planning August 1993
Member Since
DCFP CPA
Johnson DanielMindful Asset Planning14530 Pennock Avenue
952-797-2945Apple Valley, MN 55124
April 2013
Member Since
Johnson DarylAmeriprise Financial Services7601 France Avenue S #550
952-857-1264Edina, MN 55435
952-837-1133Fax:[email protected]
Retirement PlanningEstate PlanningInvestment Planning January 1995
Member Since
LCFP
Johnson DerrickJohnson Wealth Management, LLC322 Demers Ave, Ste 200
701-746-8310Grand Forks, ND 58201
701-746-6101Fax:[email protected]
Comprehensive Financial PlanningAsset ManagementQualified Retirement Plans September 1998
Member Since
PCFP/CHFC
Johnson EricEric B. Johnson Financial Advising923 Martin Street
507-238-1926Fairmont, MN 56031
April 2007
Member Since
BCFP
Johnson KellyRBC Advisor ServicesRBC Plaza, 60 S Sixth Street
612-371-7751Minneapolis, MN 55402
July 2012
Member Since
Johnson KristinAmeriprise Financial8719 Flamingo Drive
952-368-7370Chanhassen, MN 55317
July 2009
Member Since
CFP
Johnson SandraJohnson Carriar Kruchten & Assoc1765 Roosevelt Rd
320-654-6715St Cloud, MN 56301
320-252-5549Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 1996
Member Since
SCFP, CLU, MS, ChFC, CRPC
Johnson WandaAmeriprise Financial Adv.10000 Minnetonka Boulevard
952-563-1221Minnetonka, MN 55305
952-563-1213Fax:[email protected]
Retirement PlanningEstate PlanningGeneral Financial Planning September 1985
Member Since
CCFP
Johnston TyThe Johnston Group121 S 8th St, #1111
612-337-5030Minneapolis, MN 55402
September 2013
Member Since
Jones BrandonAccredited Investors, Inc5200 West 73rd Street
952-841-2214Edina, MN 55439
Cash Management and BudgetingComprehensive Financial PlanningTax Planning September 2006
Member Since
CFP
Jones D. AlfredJones Financial Consulting, LLC4350 Birch Hills Lane
715-577-2778Eau Claire, WI 54701
Comprehensive Financial PlanningInvestment PlanningRetirement Planning November 2000
Member Since
CFP, JD, MBA
Jones NancyAllianz Life5701 Golden Hills Dr
763-765-6469Minneapolis, MN 55416
June 2002
Member Since
ECFP
Jordahl GeraldCreative Asset Planning2710 South Shore Blvd
651-762-1042White Bear Lake, MN 55110
651-762-1041Fax:[email protected]
Divorce PlanningAsset ManagementFinancial Planning/Bus. Strategy Consul. March 1996
Member Since
DCFP
September 15, 2016Page 28Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Jordan JohnCurrent Financial7201 Forestview Lane N
763-777-5484Maple Grove, MN 55369
January 2016
Member Since
Jorgensen MatthewAmeriprise Financial Services, Inc.707 2nd Ave S
612-671-3131Minneapolis, MN 55402
Fax:
July 2016
Member Since
CFP
Juckel RichardAmeriprise Financial3820 Cleveland Ave. N, Ste 500
651-233-5904Arden Hills, MN 55112
June 2013
Member Since
CFP
Juilfs CathyAIS Planning3701 12th St N, Suite 103
320-252-6552St Cloud, MN 56303
320-252-6534Fax:[email protected]
Qualified PlansComprehensive Financial PlanningFin'l Planning for Business Owners June 2005
Member Since
LAIFA, CEBS, CFP
Jungquist DavidOctagon Financial1650 W. 82nd Street, #850
952-885-2728Minneapolis, MN 55431
June 2013
Member Since
ChFC, CLU, CMFC
Junker MichaelMorgan Stanley345 St. Peter St - 1800 Landmark Twrs
651-215-8446St Paul, MN 55102
651-215-8408Fax:[email protected]
... January 2014
Member Since
CFP
Kahle RogerRaymond James Financial Serv, Inc.330 North Main Street
507-437-8581Austin, MN 55912
507-437-6114Fax:[email protected]
June 1999
Member Since
ECFP
Kairies StephenAccess Financial Services Inc1650 W 82nd Street #850
952-885-2734Minneapolis, MN 55431
952-885-0995Fax:[email protected]
February 1984
Member Since
ECLU ChFC
Kantor SaraCornerstone Wealth Advisors5201 Eden Ave South, Suite 135
952-920-3900Edina, MN 55436
February 2012
Member Since
CFP
Karpinsky JohnAdvanced Wealth Management Group701 4th Avenue South, Suite 1600
612-347-8669Minneapolis, MN 55415
612-347-7546Fax:[email protected]
Estate PlanningRetirement PlanningAsset Management August 1996
Member Since
J
Kaul ScottUS Bancorp Center800 Nicollet Mall, 16th Floor
612-303-3193Minneapolis, MN 55402-7020
May 2011
Member Since
CFP
Keckler MarcyAmeriprise Financial626 Ameriprise Fin'l Ctr, H07/626
612-671-4195Minneapolis, MN 55474
612-671-7432Fax:[email protected]
August 2008
Member Since
ACFP
Kelzenberg ToddAdvisorNet Financial701 Fourth Avenue South #1500
612-436-3788Minneapolis, MN 55415-1600
January 2008
Member Since
J
Kenworthy PaulPrincipal Source Advisors, LLC1787 St. Johns Drive
612-202-6221Woodbury, MN 55129
Investment ManagementWealth CounselingCharitable Giving September 1972
Member Since
RCFP
September 15, 2016Page 29Minnesota Chapter
“Without the skill set I gained from the
CIMA and CPWA programs—and the
ongoing education I continue to get
from IMCA—I would not be able to
engage the types of clients we have or
build our business to this scale.”
IMCA member/climber Kevin Sánchez, CIMA®, CPWA®, CFP®, Senior Institutional Consultant, UBS Institutional Consulting, Walnut Creek, California
IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.
For 30 years, Investment Management Consultants Association® (IMCA®) has set the standard for the investment consulting and wealth management profession.
We are focused on providing the most advanced professional development education in the financial services industry through our Certified Investment Management
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about lifelong learning and want to enhance your knowledge and skills around investment advice and wealth management, you belong at IMCA.
MEMBERSHIP DIRECTORY - Minnesota
Kersten RuthAmeriprise Financial Services3934 Alabama Ave
612-671-8973St Louis Pk, MN 55416
612-671-4749Fax:[email protected]
January 1994
Member Since
ACFP
Ketcher ShadNew Era Financial Group Inc107 First Ave SW
320-587-0459Hutchinson, MN 55350
320-587-0460Fax:[email protected]
Post Retirement PlanningPre-Retirement PlanningFinancial Planning for Women April 1999
Member Since
Kiefer AngelaRBC Wealth Management641 East Lake Street - Suite 230
952-476-3542Wayzata, MN 55391
952-476-9767Fax:[email protected]
Retirement PlanningComprehensive Financial PlanningInvestment and Asset Management October 1992
Member Since
JCFP
Kienitz Souphak
6631 Colfax Ave N
651-239-0935Brooklyn Center, MN 55430
February 2015
Member Since
Kimball KirstenSandahl & Associates12358 Chesholm LaneEden Priaire, MN 55347
October 2015
Member Since
Kincade PatrickStonebridge Capital Advisors LLC2550 University Ave W, #180 South
651-251-3642St Paul, MN 55114
September 2015
Member Since
Kincade RobertStonebridge Capital Advisors2550 University Avenue W #180S
651-251-1007St Paul, MN 55114
651-251-1010Fax:[email protected]
February 2003
Member Since
A
Kindl DustinNorthwestern Mutual Financial Network5201 Eden Ave, #200
952-698-7026Edina, MN 55436
June 2008
Member Since
King AndrewRiverbridge Partners80 S 8th Street, 1200 IDS Center
612-904-6225Minneapolis, MN 55402
January 2013
Member Since
CFP
King ShannonSilverOak Wealth Mgmt7650 Edinborough Way, Suite 250
952-896-5701Edina, MN 55435
952-896-5719Fax:[email protected]
Investment PlanningFinancial Planning for ExecutivesRetirement Planning July 2000
Member Since
ACFP, CPA, PFS, CIMA, MBT
Kirby BarbaraFocus Financial1300 Godward Street NE, Suite 5500
651-379-3942Minneapolis, MN 55413
651-631-1139Fax:[email protected]
Retirement PlanningComprehensive Financial PlanningLife Planning October 1984
Member Since
WCFP CLU ChFC
Kirchner Ann
3234 Cavell Ln
612-804-5337St Louis Park, MN 55426-3715
December 2005
Member Since
CFP
Klefsaas RobertAll Star Financial3800 American Blvd West, #1450
952-896-3820Minneapolis, MN 55431
952-896-3819Fax:[email protected]
Asset ManagementQualified PlansRetirement Planning June 1988
Member Since
JCFP, AIF
Klein LaurenWoodhill Financial7500 Highway 55, Suite 195
763-746-8686Golden Valley, MN 55427
763-746-8680Fax:[email protected]
November 2011
Member Since
CFP, CRPC
September 15, 2016Page 30Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Klevan RebeccaAccredited Investors5200 W 73rd
952-841-2229Edina, MN 55439
952-841-2223Fax:[email protected]
May 2014
Member Since
CFP
Kley JasonCarlson Capital Management1700 W. 82nd Street, Suite 110
952-230-6705Bloomington, MN 55431
952-230-6710Fax:[email protected]
October 2012
Member Since
CFP, AIF, MBA
Klosterman RobertWhite Oaks Wealth Advisors Inc80 S 8th St, #1725
612-455-6900Minneapolis, MN 55402
612-455-6901Fax:[email protected]
General Financial PlanningRetirement PlanningAsset Management June 1986
Member Since
JCFP
Knapp, Jr. WilliamAmeriprise Financial Services7701 France Ave South Ste 475
952-841-8117Edina, MN 55435
952-841-8150Fax:[email protected]
August 2000
Member Since
FCFP/ChFC
Knudsen JeremyAmeriprise Financial8282 Balsan Lane N
952-842-1531Maple Grove, MN 55369
March 2016
Member Since
CFP
Knutson Gerald
121 Washington Ave S, #1206
612-201-3759Minneapolis, MN 55401
Asset ManagementTrustsInvestment Planning September 1983
Member Since
LCFP CFA
Kobs MichaelMRK Financial Solutions, Inc.3020 Harbor Lane N
763-541-8400Plymouth, MN 55447
763-541-8404Fax:[email protected]
General Financial Planning
March 1998
Member Since
R
Koch DavidWindsor Financial Group225 S 6th Street, #3800
612-347-7966Minneapolis, MN 55402
612-347-7983Fax:[email protected]
Asset ManagementAsset AllocationInvestment Planning January 1996
Member Since
OCFP, CFA
Koch DennisDennis A. Koch, CFP115 S. Broadway
218-281-3515Crookston, MN 56716
218-281-3525Fax:[email protected]
General Financial PlanningLife InsuranceRetirement Planning December 1999
Member Since
ACFP
Koch Tim
4885 Magnolia Lane
612-860-2198Plymouth, MN 55442
September 2015
Member Since
Koenig Preston
4932 Colfax Ave S
612-418-1114Minneapolis, MN 55419
April 2012
Member Since
Kohler KrystalPrincipal Financial Group7400 Courtly Road
651-368-6442Woodbury, MN 55125
March 2016
Member Since
Kolkman AaronBoulevard Wealth Management11995 Singletree Lane #240
877-664-2583Eden Prairie, MN 55344
May 2011
Member Since
CFP, AAMS
Kolodge ConnerAccredited Investors Inc.5200 West 73rd Street
952-841-2227Edina, MN 55439
October 2015
Member Since
September 15, 2016Page 31Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Kompelien BrianEnsemble Planning, LLC5001 Chowen Avenue South
612-978-1911Minneapolis, MN 55410
612-313-7560Fax:[email protected]
July 2005
Member Since
LChFC
Kopischke David
16992 Saddlewood Trail
612-702-9470Minnetonka, MN 55345
July 2006
Member Since
PCFP
Koppa ConnorFocus Financial Network, Inc.14985 Glazier Ave, Suite 404
952-997-8947Apple Valley, MN 55124
February 2016
Member Since
Kostick BrianCharles Schwab Advisor Services800 Nicollet Mall, Suite 2925
612-375-8896Minneapolis, MN 55402
December 2006
Member Since
F
Kowalik NaomiKowalik & Associates1621 Fourth Avenue North
320-257-8888Sauk Rapids, MN 56379
320-257-4999Fax:[email protected]
Retirement PlanningEstate Planning
December 1998
Member Since
ACFP/JD/CLU/ChFC
Kramer KayBirchwood Financial Partners3300 Edinborough Way #610
952-885-9088Edina, MN 55435
952-887-2949Fax:[email protected]
Retirement PlanningComprehensive Financial PlanningInvestment and Asset Management August 1985
Member Since
ECFP
Kramer RandallAmeriprise Financial Services329 North Main Street #201
507-437-3523Austin, MN 55912
507-433-5299Fax:[email protected]
February 2001
Member Since
JCFP, ChFC, CLU
Kreps JonathanJD Kreps Financial Group309 Lakeland Drive SE, Unit 2
320-235-8065Willmar, MN 56201
May 2010
Member Since
DCFP
Kretsch JordanFinancial Designs, Inc.2201 10th Street Circle NE
612-720-1117Buffalo, MN 55313
February 2014
Member Since
Krieger RebeccaAccredited Investors, Inc.5200 West 73rd Street
952-841-2234Edina, MN 55439
952-841-2234Fax:[email protected]
February 2005
Member Since
MCPA, CFP
Krubsack EllanFure Financial8500 Normandale Lake Blvd., #950
952-944-8250Bloomington, MN 55437
June 2013
Member Since
Kruse Brian
5029 Bedford Ave
612-367-8813Edina, MN 55436
August 2016
Member Since
CFP
Kruse Margaret
1350 Douglas Drive N., # 215
763-232-9827Golden Valley, MN 55422
August 2007
Member Since
JD, LLM, CFP
Kuehl BruceLifestage Wealth Management11100 Wayzata Blvd #510
763-542-8884Minnetonka, MN 55305
763-542-8821Fax:[email protected]
Retirement PlanningAsset ManagementInvestment Planning April 2002
Member Since
CCFP
September 15, 2016Page 32Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Kuenster KevinWells Fargo Advisors, LLC430 N. Wabasha Street, Suite 300
651-205-7489St Paul, MN 55101
651-205-6088Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2000
Member Since
MCFP, CPA, CLU
Kumagai SteveAmeriprise Financial Services8325 Wayzata Blvd, Suite 100
763-543-5180Golden Valley, MN 55426
763-525-0372Fax:[email protected]
Financial Planning For ExecutivesEstate PlanningCharitable Giving July 1998
Member Since
CFP
Kunkel TimothySII Investments, Inc2407 109th Ave NE
763-205-2664Blaine, MN 55449
507-235-5873Fax:[email protected]
February 1998
Member Since
ACFP
Kuntz LauraLaurel Wealth Planning3300 Edinborough Way, Suite 790
952-854-6250Edina, MN 55435
952-854-6276Fax:[email protected]
Estate PlanningComprehensive Financial PlanningInvestment and Asset Management August 2004
Member Since
ACPA MBT
Kuplic DanielAmeriprise Financial Services7701 France Ave S ste #475
952-841-8106Edina, MN 55435
952-841-8155Fax:[email protected]
February 2004
Member Since
FCPA
Kusske MaryKusske Financial Management Adv11986 Portland Ave S
952-895-6963Burnsville, MN 55337
952-895-0718Fax:[email protected]
Retirement PlanningElder and Long-Term Care PlanningLife Planning March 1999
Member Since
BCFP
Kvilhaug GregorieTurbes Drealan Kvilhaug Wealthcare909 4th Avenue
507-376-4151Worthington, MN 56187
507-376-4154Fax:[email protected]
Tax PlanningInvestment PlanningFinancial Planning for Business Owners March 1999
Member Since
HCFP/CPA
Lack Lee Anne
2238 66th Street SW
612-875-8317Montrose, MN 55363
612-870-0417Fax:[email protected]
January 2008
Member Since
CFP
Laner LaurieFinancial Designs Inc5401 Gamble Drive, Suite 107
952-843-0301Minneapolis, MN 55416
952-843-0302Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning April 1992
Member Since
ICFP
LaPean TimothyThoughtful Financial Planning314 Clifton Ave, Suite 105
612-460-7355Minneapolis, MN 55403
LGBT PlanningCash Management and BudgetingComprehensive Financial Planning March 2007
Member Since
JCFP
Laraway StevenLaraway Financial Advisors Inc1219 33rd St S
320-253-2490St Cloud, MN 56301-9627
320-259-0557Fax:[email protected]
July 2003
Member Since
ACFP
Larkin JosephAdvisorNet Financial701 4th Avenue S, Suite 1500
612-347-7808Minneapolis, MN 55415
612-313-7536Fax:[email protected]
Business SuccessionEstate PlanningNon-Qualified Deferred Compensation August 2004
Member Since
DCLU, ChFC
Larson CraigLarson Financial Services, Inc.7900 Xerxes Ave S, Ste #920
952-345-8005Bloomington, MN 55431
952-449-4419Fax:[email protected]
February 2013
Member Since
Lawien JohnRBC Wealth Management1420 London Road Suite 201
218-728-8418Duluth, MN 55805
218-723-2673Fax:[email protected]
Financial Planning for ExecutivesRetirement PlanningEstate Planning May 2002
Member Since
PCFP
September 15, 2016Page 33Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Lawrence JillAmeriprise Financial703 East Ripley Street
320-693-7271Litchfield, MN 55355
320-693-9199Fax:[email protected]
July 2008
Member Since
B.CFP
Lawson KevinQA Wealth Management10400 Yellow Circle Drive, Suite 303
952-944-3206Minnetonka, MN 55343
June 2011
Member Since
CFP
Lawson RobertThe Northern Trust Company3307 Katie Lane
612-336-7034Arden Hills, MN 55112
612-336-7001Fax:[email protected]
Estate PlanningComprehensive Financial PlanningInvestment and Asset Management February 2001
Member Since
PCPA, CFP, MBA
Leach JamesFirst Command Financial Planning2950 Metro Suite 314
952-851-3071Bloomington, MN 55424
September 2006
Member Since
A
Leach MichaelEFS ADVISORS175 Engelwood Road
320-558-2955Clearwater, MN 55320
320-558-2955Fax:[email protected]
February 2013
Member Since
E
Lear DanAffiance Financial600 Highway 169 South, Suite 1750
952-253-2566St Louis Park, MN 55426
March 2016
Member Since
Lear StevenAffiance Financial LLC600 South Highway 169, #1950
952-253-2564Minneapolis, MN 55426-1215
952-544-5524Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning November 1982
Member Since
MChFC CLU
Ledermann JasonWaddell & Reed3601 Minnesota Drive, Suite 550
952-884-1503Bloomington, MN 55435
952-884-9053Fax:[email protected]
January 2012
Member Since
Ledson MarkWealth Enhancement Group674 Eben Court
612-412-6850Stillwater, MN 55082
763-417-1431Fax:[email protected]
October 1998
Member Since
ACFP, CRPC
Lee StephenNationwide Financial13980 Granada Court
651-335-6924Apple Valley, MN 55124
952-953-4585Fax:[email protected]
AnnuitiesLife InsuranceWealth Transfer June 1997
Member Since
SChFC
Lee ThomasAmeriprise Financial Services4900 Place wy 169 N
763-657-2404New Hope, MN 55428
763-657-2406Fax:[email protected]
Life Insurance
July 2002
Member Since
DCFP
Leighton PaulNorth Star Resource Group2701 University Avenue SE
612-617-6121Minneapolis, MN 55414
612-617-6003Fax:[email protected]
Retirement PlanningAsset AllocationGeneral Financial Planning November 1993
Member Since
JCLU/ChFC
Leighty CoresaCornerstone Wealth Advisors5201 Eden Avenue South Ste #135
507-276-5801Edina, MN 55436
December 2015
Member Since
Lelen BrianAccredited Investors, Inc.5200 W 73rd St
952-841-2247Edina, MN 55439
July 2010
Member Since
CFP
September 15, 2016Page 34Minnesota Chapter
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©2013 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. CS09602-69 (1212-8333) ADP71732ACHO (04/13)
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MEMBERSHIP DIRECTORY - Minnesota
Lemenowsky StephanieAmeriprise Financial394 Lake Ave S, Ste 505
218-722-4761Duluth, MN 55802
March 2016
Member Since
CRPC
Lenander LeAnnLenander Financial Advisory, Inc.8009 - 34th Avenue South, Suite 825
651-365-5000Bloomington, MN 55425
651-994-2580Fax:[email protected]
General Financial PlanningAsset ManagementRetirement Planning August 1994
Member Since
ACFP
Lennick DouglasThink2Perform706 Second Ave. S., Suite 271
612-843-5001Minneapolis, MN 55402
612-671-5108Fax:[email protected]
October 2004
Member Since
ACFP
Lett RichardLeClair Group6701 Upper Afton Road
651-739-2010Woodbury, MN 55125
April 2015
Member Since
Levin RossAccredited Investors Inc5200 West 73rd Street
952-841-2222Edina, MN 55439
952-841-2223Fax:[email protected]
Asset ManagementFInancial Planning for Business OwnersStock Options September 1982
Member Since
CFP
Lewis MichaelTransamerica Retirement Management408 St. Peter Street, Ste 230
651-286-4735St Paul, MN 55102
December 2015
Member Since
Liang JonathanCTB Financial Services, Ltd.5811 South Cedar Lake Rd
952-546-5456St Louis Park, MN 55416
March 2006
Member Since
CFP
Libbe KatieAllianz Life Insurance Company5701 Golden Hills
763-765-2834Minneapolis, MN 55416
763-765-2834Fax:[email protected]
September 2013
Member Since
Light PaulLight Financial Services1220 Main Ave, Suite 225
701-492-5106Fargo, ND 58103
701-492-5101Fax:[email protected]
Asset ManagementInvestment PlanningRetirement Planning May 1999
Member Since
ACFP
Lindberg AaronLindberg & Associates11671 Fountains Dr Suite 215
763-488-9528Maple Grove, MN 55369
October 2015
Member Since
CFP, CFA, MBA
Link ChristopherMoquist Thorvilson Kaufmann Kennedy & Pieper7650 Edinborough Way, #225
952-842-9689Edina, MN 55435
612-373-9010Fax:[email protected]
Retirement PlanningQualified Plans (IRA;s, 401k, 403b, etc)Tax Planning March 2003
Member Since
MCFP, CPA
Lipinski JeremyLifelong Wealth Inc.701 4th Avenue South, Suite 1700
612-349-6400Minneapolis, MN 55415-1818
612-339-5344Fax:[email protected]
June 2010
Member Since
CFP
Little JoshBethel University3900 Bethel Drive, PO Box 1582St Paul, MN 55112
December 2015
Member Since
E
Locke JulianEdward Jones1665 West County Rd C
651-636-4348Roseville, MN 55113
877-341-4751Fax:[email protected]
November 2011
Member Since
CRPC, CDFA
September 15, 2016Page 35Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Lodahl TylerUniversity of Wisconsin - Madison947 Wild Rose Ct
651-328-0580Eagan, MN 55123
June 2015
Member Since
D
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
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
Lucey JosephSecured Retirements Advisors, LLC5775 Wayzata Blvd., #830
952-460-3260St Louis Park, MN 55416
952-460-3261Fax:[email protected]
September 2007
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
Luing ThomasCapital Management Securities, Inc.7900 Xerxes Ave So, 500 Wells Fargo Plaza
952-746-1111Bloomington, MN 55431
952-893-0133Fax:[email protected]
Fin'l Planning for ExecutivesComprehensive Financial PlanningInvestment Planning April 2000
Member Since
ACFP
Lund ChristinaNorthRock Partners LLC6424 Humboldt Ave S
612-961-0152Richfield, MN 55423
July 2016
Member Since
Lund JamesNorthRock Partners650 Third Ave South, Suite 1500
612-367-8800Minneapolis, 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
Lundy PatrickThe Oak Ridge Financial Services Bank701 Xenia Ave S. Suite 100
763-923-2271Golden Valley, MN 55416
952-872-265Fax:[email protected]
November 2015
Member Since
CFP
Lyders RandiAmeriprise Financial Services1208 W. 22nd St.
952-841-6500Minneapolis, MN 55405
952-841-6535Fax:[email protected]
Retirement PlanningDisability InsuranceLife Insurance June 1994
Member Since
LCFP
Lynn JonathanStonebridge Capital Advisors2550 University Ave. W, Suite 180S
651-251-3633St Paul, MN 55114
January 2011
Member Since
September 15, 2016Page 36Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
MacDonald BrianAmeriprise Financial Services, Inc.3800 American Blvd W, Northland Plaza, #1050
952-893-7966Bloomington, MN 55431
952-893-7967Fax:[email protected]
Comprehensive Financial PlanningInvestmentsRetirement Planning March 2004
Member Since
CMBA, CPCU, CFP, ChFC
Machlitt MelissaJRA Financial Advisors7373 Kirkwood Court #300
763-315-8000Minneapolis, MN 55369
612-315-8040Fax:[email protected]
April 1999
Member Since
RCRPS, CRPC
Madsen AntonNewLeaf Financial Guidance LLC16401 Cantebury Dr.
(651) 402-7146Minnetonka, MN 55345
February 2016
Member Since
CFP
Maggard RichardAmeriprise Financial2164 Sycamore Trail
612-678-5834Woodbury, MN 55125
February 2013
Member Since
CFP
Magstadt JedNorthRock Partners650 3rd Avenue S, #1500
612-367-8831Minneapolis, MN 55402
May 2016
Member Since
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
Malik-Das NityaJNBA Financial Advisors8500 Normandale Lake Blvd, Suite 450
952-844-0995Bloomington, MN 55437
952-844-0996Fax:[email protected]
January 2014
Member Since
Manchester Jonathan
90 S 7th St
612-667-8630Minneapolis, MN 55402
Fax:
August 2007
Member Since
CFP, CFA
Mandelkow Austin
901 E 8th Street
320-583-5207Duluth, MN 55805
July 2016
Member Since
Mans AdamAKM Advisory, LLC5200 Willson Road, Suite 150
612-360-4463Edina, MN 55424
May 2012
Member Since
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
Martinek BenjaminThrivent Financial600 S 2nd Street, Ste 155Bismarck, ND 58504
July 2013
Member Since
September 15, 2016Page 37Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
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
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
Mauer-Tonn Kathleen
651-900-0812,
Asset ManagementInvestment PlanningRetirement Planning November 1983
Member Since
ACFP
May DanielAdvisorNet Financial701 Fourth Avenue S, Ste 1500
612-347-8622Minneapolis, MN 55415
612-313-7504Fax:[email protected]
Retirement PlanningAsset ManagementGeneral Financial Planning December 1995
Member Since
JCFP, CRC
May JasonAdvisorNet Financial, Inc.701 4th Ave S, #1500
612-347-8600Minneapolis, MN 55415
January 2012
Member Since
CFP
Mayrand AlexMRK Financial Solutions3020 Harbor Lane N
763-541-8400Plymouth, MN 55447
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2008
Member Since
CFP
McConnell MichaelLarsonAllen Financial, LLC220 S. 6th Street #300
612-376-4643Minneapolis, MN 55402
612-376-4600Fax:[email protected]
Business PlanningComprehensive Financial PlanningInvestment and Asset Management September 2000
Member Since
DCFP, CPA, PFS
McCoy DonaldPlanners Financial Services, Inc
952-835-9000Eagan, MN
952-835-4702Fax:[email protected]
General Financial Planning
March 2000
Member Since
LJD/CMFC
McCray ElizabethMinnesota Philanthropy Partners101 Fifth St E, #2400
651-325-4297St Paul, MN 55101
July 2015
Member Since
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
McDonough JodyThrivent Financial2896 Simpson Street
651-491-8295Roseville, MN 55113
October 2015
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
McNeely Rose
17 High Road
612-718-8287Inver Grove Heights, MN 55077
July 2016
Member Since
McNeil DonaldHeley, Duncan & Melander, PLLP8500 Normandale Lake Blvd, Ste 2110
952-841-0206Minneapolis, MN 55437
December 2012
Member Since
September 15, 2016Page 38Minnesota 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
Meisler SethAffiance Financial600 Highway 169 South, #1950
952-253-2584St Louis Park, MN 55426
April 2008
Member Since
CFP, CPA
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
Menard DanaFinancial Dimensions Group, Inc.11272 86th Avenue N, Suite B
763-416-8222Maple 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
Mergens GregoryGreg Mergens Insurance1619 Palace AveSt Paul, MN 55105
April 2015
Member Since
Mertens KristiBCU Investment AdvisorsTarget Credit Union, 1000 Nicollet Mall Dr
320-237-3811Minneapolis, MN 55403
August 2009
Member Since
CFP
Mertz JamesMertz Wealth Strategies, Inc.8100 Penn Ave S, Suite 175
952-831-5660Bloomington, MN 55431
952-835-8555Fax:[email protected]
March 2006
Member Since
RCFP
September 15, 2016Page 39Minnesota Chapter
Imagine moreDiscover the Ameriprise difference for yourself
Ameriprise is different – consistently doing what’s right for clients and investing in the resources that matter most to advisors. If you’re looking to take your practice to the next level, discover the Ameriprise difference.
To learn more, call me or visit joinameriprise.com/why
Ameriprise Financial Services, Inc. Member FINRA and SIPC, an Equal Opportunity Employer.
© 2015 Ameriprise Financial, Inc. All rights reserved.
TERRENCE LEIENDECKER CFP®, ChFC®Franchise Field Vice President
7760 France Avenue South, Ste 1080Bloomington, MN 55435952.857.1439 [email protected]/terrence.p.leiendecker
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 BrentMeristem601 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 JonBGM TruNorth Wealth Partners4470 W. 78th Streete Circle, #200
952-844-2513Bloomington, MN 55435
952-844-2525Fax:[email protected]
Investment PlanningRetirement PlanningEstate Management June 1999
Member Since
TCFP
Meyers KeithKeith Meyers, Inc319 Main Street West
507-263-4830Cannon Falls, MN 55009
October 2014
Member Since
CFP
Michaels RamonaTelos Consulting7 Ridge Road
651-481-0508North Oaks, MN 55127
651-481-0561Fax:[email protected]
Estate PlanningRetirement PlanningTax Planning February 1993
Member Since
MCFP
Michaletz JaneDiscipline Advisors, Inc150 St Andrews Court #210
507-382-7466Mankato, MN 56001
January 2016
Member Since
Middendorf NicoleProsperwell Financial15600 - 35th Avenue North, Suite 101
763-231-9510Plymouth, MN 55391
763-231-9520Fax:[email protected]
Investment PlanningDivorce Mediation/PlanningRetirement Planning May 2003
Member Since
NCDFA
Miller AmberThe Planning Center, Inc.7084 E Fish Lake Rd
763-494-0095Maple Grove, MN 55311
April 2015
Member Since
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 MarkNorth Oaks Financial Services, Inc.4 Bent Tree Lane
651-998-9822North Oaks, MN 55127
651-230-3516Fax:[email protected]
June 2013
Member Since
NCFP, MSFS
Miller RichardCompass Private Wealth Consulting, LLC15256 Fairway Heights Road NW
612-309-3018Prior Lake, MN 55372
April 2002
Member Since
R.CFP, CPA/PFS
Miller TaraUniversity of Minnesota Duluth826 E 6th St
612-963-1391Duluth, MN 55805
September 2014
Member Since
September 15, 2016Page 40Minnesota Chapter
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
Minsker BarryBCI Wealth Management2422 E 117th St , Suite A
952-646-2491Burnsville, MN 55337-1227
612-435-0030Fax:[email protected]
April 2012
Member Since
CFP
Minton III H LeeMinton Financial Services601 S. Farwell Street, Ste B
715-832-9717Eau Claire, WI 54701
715-834-5534Fax:[email protected]
Financial Planning for ExecutivesQualified PlansMutual Funds August 1989
Member Since
CFP
Mitchell BarbaraUnion Bank and Trust312 Central Avenue SE, Suite 508
612-436-1445Minneapolis, MN 55414
November 2015
Member Since
JD
Moehring JasonThrivent Finacial for Lutherans11990 Aberdeen St NE, #4
763-862-2885Blaine, MN 55449
763-862-4903Fax:[email protected]
June 2011
Member Since
CFP
Moen C. BuzzCreative Financial Advisers, Inc7900 Xerxes Avenue South, #500
952-884-9311Minneapolis, MN 55431
952-893-0133Fax:[email protected]
General Financial PlanningTax PlanningDivorce Mediation Planning October 1982
Member Since
CFP
Moksnes PamelaLutheran Church Extension Fund9381 Kiowa Trail
952-484-8672Chanhassen, MN 55317
April 2001
Member Since
KCFP
Moleski EricGen Financial Management Inc10800 Old County Road 15
952-513-1466Plymouth, MN 55441
952-513-1464Fax:[email protected]
Asset ManagementEstate PlanningQualified Plans June 1995
Member Since
CCFP
Moltaji RoyaMetlife301 Carlson Parkway, Suite 300
952-769-2126Minnetonka, MN 55305
April 2009
Member Since
CFP, ChFC
Mongeon ChrisThrivent Financial for Lutherans7760 France Avenue S., Suite 710
952-475-9700Edina, MN 55435
November 2014
Member Since
CFP
Moore AmandaCornerstone Wealth Advisors5201 Eden Ave South, Suite 135
952-920-3900Edina, MN 55436
June 2014
Member Since
CFP
Moore KylePitzl Financial3900 Northwoods Drive, Ste #240
651-287-3712Arden Hills, MN 55112
February 2013
Member Since
CFP
Mooreland JamesThe Emotional Investor8362 Tamarack Village, #119-265
651-621-5712St Paul, MN 55125
651-344-0817Fax:[email protected]
October 2012
Member Since
CFP, MS
Moran WilliamBill Moran Consulting400 Groveland Ave, #1607
612-671-1326Minneapolis, MN 55403
612-671-4749Fax:[email protected]
Financial Planning SoftwareInternational InvestingMonte Carlo Simulations November 1997
Member Since
JCFP/CPA
September 15, 2016Page 41Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Mortenson GregCapstone Advisory Group7650 Edinborough Way, Suite 770
952-562-2444Edina, MN 55435
July 2011
Member Since
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
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 KristenSecurus Wealth Management3340 Annapolis Lane, Suite B
763-231-7886Plymouth, MN 55447
763-231-7890Fax:[email protected]
May 2008
Member Since
M
Murphy AshleyArete Weath Strategies1909 River Terrace
612-584-0682Minneapolis, MN 55414
August 2009
Member Since
CFP
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
Myers ArleneThrivent Financial for Lutherans8750 90th St S #204
651-458-5392Cottage Grove, MN 55016
651-459-7370Fax:[email protected]
Pre-Retiree & RetireeLong Term Care Ins.Pension Distributions December 2003
Member Since
ACFP, CASL, LUTCF, FIC
Myers DanielThrivent Financial for Lutherans8750 90th Street South, #204
651-458-5392Cottage Grove, MN 55016
August 2011
Member Since
CFP
Myrum JeremyWealth Enhancement Group505 N. Hwy 169, Ste #900
763-417-1636Plymouth, MN 55441
January 2015
Member Since
CFP
Nakashima MichaelInnovate Financial, Inc.6701 Penn Avenue, Suite 200
612-824-1107Richfield, MN 55423
March 2014
Member Since
CFP
Nall MarcAmeriprise Financial2040 Ridge Dr. #14
612-671-6380St Louis Park, MN 55416
612-671-4768Fax:[email protected]
Comprehensive Financial PlanningRetirement Planning
May 1999
Member Since
CFP
Nelson ClintLawing Financial1905 Wayzata Blvd, Suite 230
952-767-3021Wayzata, MN 55391
January 2013
Member Since
N
September 15, 2016Page 42Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Nelson EmilyNorth Star Resource Group4970 Upper 183rd St WFarmington, MN 55024
June 2016
Member Since
Nelson JosephStewardship Investments, LLC24414 Daniel Lake Drive
218-785-2962Bagley, MN 56621
August 2013
Member Since
CFP
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 MatthewFocus Financial Network1000 Shelard Parkway, Suite 300
952-225-0343Minneapolis, MN 55426
Retirement PlanningAsset ManagementGeneral Financial Planning June 2001
Member Since
DCFP
Nelson MitchellMyDisabilityPlans, LLC6465 Wayzata Boulevard, Suite 920
952-224-5400 x206Minneapolis, MN 55426
February 2012
Member Since
DIA, CLTC
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 ScottAJW Financial11258 Cedar Pointe Drive South
952-405-2000Minnetonka, MN 55305
June 2009
Member Since
CFA, CFP
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 DebraNewman Long Term Care6636 Cedar Ave. S., #100
612-454-4402Richfield, MN 55423
952-888-5170Fax:[email protected]
Long Term Care Insurance
April 2002
Member Since
CChFC, CLU, LTCP
Nickolay LauraWhite Oaks Wealth901 2nd St NE #310
612-455-6909Minneapolis, MN 55413
May 2016
Member Since
CFP, CPA
Nies RoyceStonebridge Capital Advisors220 Park Ave S
320-258-3533St Cloud, MN 56302
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
Nohner-Black ArdisThe Nohner Black Group1300 Godward St., Ste 1550
612-345-5993Minneapolis, MN 55413
612-345-5986Fax:[email protected]
June 2003
Member Since
L
September 15, 2016Page 43Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Noor TroyBoulevard Wealth Management, Inc.11995 Singletree Ln, Ste #240
877-664-2583Eden Prairie, MN 55344
877-670-2583Fax:[email protected]
March 2003
Member Since
ACFP, CFA
Nordmeier DavidMidwest Wealth Advisors21025 Commerce Blvd, Suite 700
763-428-0066Rogers, MN 55374
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
North BradNorth Star Resource Group2701 University Avene SE
612-617-6169Minneapolis, MN 55414
612-256-3169Fax:[email protected]
Catastrophe PlanningRetirement PlanningInvestment Planning January 2006
Member Since
KCFP
Northouse Katherine
535 Boulder Drive, Apt 409Duluth, MN 55811
October 2015
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
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
Oeth ScottCahill Financial Advisors, Inc.7300 Metro Blvd., Suite 625
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
Ohe JeffreyCahill Financial Advisors7300 Metro Blvd. Suite 625
952-926-1659Edina, MN 55439
952-926-0633Fax:[email protected]
May 2005
Member Since
RCFP
O'Hearn DennisAdvantage Educational Programs2115 W 63rd St
612-798-5851Richfield, MN 55423
March 2004
Member Since
M
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 KevinGEN Financial Management, Inc.10800 Old County Road 15, Suite 200
952-513-1466Plymouth, MN 55441
April 2007
Member Since
CFP, CFS
September 15, 2016Page 44Minnesota Chapter
Job #: CPI-1021
Date: 07 / 28 / 06
Client: Chubb
Ad: Trusted Advisor
Bleed: 8.5x11.125”Trim: 8.125x10.875”Live: 7.125x10”
Notes:
Colors: 4cType: Bleed SpreadPubl.: Jrnl of Financial Services
When you see what’s happening today, do you see your clients in the picture?
Chubb refers to the insurers of the Chubb Group of Insurance Companies. Actual coverage is subject to the language of the policies as issued. Chubb, Box 1615, Warren, NJ 07061-1615. Copyright © 2006 Chubb & Son, a division of Federal Insurance Company. www.chubb.com/personal
Relax. You’re working with Chubb.SM
It’s a new world. One filled with dramatically increased personal and property risks for your high-net-
worth clients. As a financial advisor, your clients expect you to understand and advise them of all the
risks that could lead to the loss of their wealth. Need expert advice? Call us at 1-877-77-CHUBB for
a referral to an independent expert on personal risk management. To learn more about how modern risk
can affect your clients, look for the Chubb Continuing Education course at an industry meeting near you.
MEMBERSHIP DIRECTORY - Minnesota
Oldre VincentAssured Retirement Group, Inc7760 France Ave S, Suite 1100
952-657-7470Minneaolis, MN 55435
November 2014
Member Since
CFP
Olivanti CherylAmeriprise Financial414 1st Street S.
218-741-2804Virginia, MN 55792
218-741-3110Fax:[email protected]
June 2007
Member Since
J
Olsen BerthelKeystone Wealth Advisors Inc.33 South 6th St, Suite 4100
612-465-8119Minneapolis, MN 55402
952-893-0133Fax:[email protected]
March 2003
Member Since
ACFP
Olson ElizabethThe Advocate Group, LLC4832 Flag Ave N
952-693-2630New Hope, MN 55428
October 2011
Member Since
ECFP
Olson MeganWipfli Hewins Investment Advisors7601 France Ave South, Suite 400
952-548-3321Edina, MN 55435
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
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
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
Ostrem LindaAmeriprise Financial626 Ameriprise Financial Center
612-671-7819Minneapolis, MN 55474
August 2004
Member Since
OCFP
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
Paape JodeeJP Advisors, LLC100 BridgePoint Dr, #120
651-455-4621South St Paul, MN 55075
June 2011
Member Since
Palmer LennyRBCRBC Plaza, 50 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
Park DianePark Place Wealth Management, LLC1524 155th Ln NW
763-229-7051Andover, MN 55304
March 2006
Member Since
A.CFP, CPA
September 15, 2016Page 45Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Park Kwang WooMinnesota State University150 Morris Hall
507-389-2712Mankato, MN 56001
507-389-6377Fax:[email protected]
September 2006
Member Since
CFP
Parnell PaulParnell & Associates683 Bielenberg Drive, Suite 206
651-730-2473x108Woodbury, MN 55125
651-730-5432Fax:[email protected]
May 2010
Member Since
L
Patineau JamesWells Fargo Investments8770 E. Point Douglas Road South
651-205-5747Cottage Grove, MN 55016-4034
651-205-7424Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2000
Member Since
ACFP, CPA (inactive)
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
Pechacek LauraCliftonLarsonAllen Wealth Advisors220 South Sixth St, #300
608-354-1878Minneapolis, MN 55402
April 2015
Member Since
CFP
Pederson DavidMidwest Wealth Advisers21025 Commerce Blvd., Suite 700
763-428-0069Rogers, MN 55374
763-428-0072Fax:[email protected]
April 2003
Member Since
JCLU
Peichel WendyMRK Financial Solutions Inc3020 Harbor Lane N
763-541-8400Plymouth, MN 55447
October 2015
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
Petroske DaveMarketplace Home Mortgage, LLC7380 France Ave S, Ste 200
952-278-3447Edina, MN 55435
December 2014
Member Since
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
Pilacinski DarinFinancial Engines1960 Donegal Drive, #40
763-494-8889Woodbury, MN 55125
August 2010
Member Since
CMFC
Pitz JohnAmeriprise Financial551 West 78th Street, #5, POB 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
September 15, 2016Page 46Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Plant StevenRaymond James Financial Services, Inc.1905 E. Wayzata Blvd, #155
952-767-1704Wayzata, MN 55391
March 2012
Member Since
CFP
Plifka GregRBCRBC Plaza, 60 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
Pohl Michael
969 Saint Clair Ave
612-397-3060St Paul, MN 55105
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
Polley BryanThe Private Client Reserve of U.S. Bank800 Nicollet Mall BC-MN-H16D
612-303-4255Minneapolis, MN 55402
January 2010
Member Since
CFP, RFC, CFS
Pomeroy JamieMerchants Investments102 E 3rd St
612-554-5860Winona, MN 55987
July 2011
Member Since
Pope LauraTransamerica Retirement Management408 St Peter St, Suite 230
651-286-4757St Paul, MN 55102
800-503-8884Fax:[email protected]
December 2009
Member Since
TCFP
Pratt BryanPratt, Kutzke & Associates, LLP1651 Commerce Dr., #100
507-388-0770Mankato, MN 56003
April 2007
Member Since
WCFP
Pratt DavidFinancial Designs7400 Metro Blvd, #223
952-844-9880Edina, MN 55439
952-844-9969Fax:[email protected]
September 2012
Member Since
ACFP, CPC, QPFC
Prentiss RobertIndependent Service Company7760 France Avenue S #270 MN Ctr
952-835-1560Edina, MN 55435
952-835-1745Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2000
Member Since
NCLU ChFC
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
Prokop GregAccredited Investors5200 W 73rd St
952-841-2233Edina, MN 55439
April 2016
Member Since
CFP
Prokott GregMainstay Investments2806 - 116th Avenue NE
612-423-1689Blaine, MN 55449
Mutual FundsAsset Management
February 1995
Member Since
USGA ABC
September 15, 2016Page 47Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Prum KosalWells Fargo Advantage Funds11283 49th Ave N
612-272-6419Minneapolis, MN 55442
May 2008
Member Since
Purkat CoreyNorthwoods Financial Planning2510 Hamlet Ave N
763-442-2196St Paul, MN 55128
November 2012
Member Since
CFP, AIF
Qualy TrishaAdvisorNet Wealth Management2315 26th Ave S #2
612-347-7807Minneapolis, MN 55406
October 2015
Member Since
Quandt JamesFortune Financial10261 Yellow Circle Drive
952-908-2505Minneapolis, MN 55343
February 2016
Member Since
JCFP
Radermacher Dana
1228 Charles CtDelano, MN 55812
October 2015
Member Since
Ragborg JenniferACSIA Partners, LLC15408 Bryant Avenue S
952-898-2750Burnsville, MN 55306
952-898-2750Fax:[email protected]
August 2005
Member Since
CFP
Rampetsreiter PaulAmeriprise Financial1907 Wayzata Blvd, #350
952-449-6687Wayzata, MN 55391
September 2009
Member Since
Ranheim LutherMinnesota Philanthropy Partners101 Fifth Street East, Suite 2400
651-325-4206St Paul, MN 55101
March 2016
Member Since
Rasmussen NicholasThrivent FInancial11550 Stillwater Blvd N, Ste 104Lake Elmo, MN 55042
May 2013
Member Since
Ray RobertAmeriprise Financial Services4616 Upton Ave S
952-857-1308Minneapolis, MN 55410
952-837-1133Fax:[email protected]
February 1995
Member Since
JCFP
Regenfuss BobTransamerica Retirement Management8575 Indahl Ave S
651-286-4727Cottage Grove, MN 55016
888-247-2090Fax:[email protected]
December 2007
Member Since
F
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 PeterBGM TruNorth1099 Helmo Avenue North, Suite 230
651-735-5878Oakdale, MN 55128
651-735-5881Fax:[email protected]
General Financial PlanningAsset ManagementRetirement Planning November 1998
Member Since
JCLU, ChFC, CFP
September 15, 2016Page 48Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
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
Ricci MichaelVector Wealth Management43 Main St SE #236
612-378-7560 ext. 20Minneapolis, MN 55414
612-379-4895Fax:[email protected]
Mortgage SolutionsWealth Management
January 2002
Member Since
ACFP
Rice StevenAmeriprise Financial7601 France Ave South, #600
952-857-1420Edina, MN 55435
October 2008
Member Since
GCFP
Rich JerryFCMM Benefits and Retirement901 East 78th Street
952-853-8472Minneapolis, MN 55420
April 2014
Member Since
CFP
Rishovd, II ThomasMorgan Stanley225 South 6th Street, Ste 5100
612-340-6748Minneapolis, MN 55402
January 2006
Member Since
ACFP
Ritter DavidDiscovery Financial Centers, Inc.307 Dakota StRed 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
Robbins TammyWells Fargo222 West Superior St.
218-723-2603Duluth, MN 55802
218-723-2660Fax:[email protected]
July 2007
Member Since
M.
Roberts RobinBrightPath Financial Corp.11985 Technology Drive, Suite 100
612-867-5959Eden Prairie, MN 55344
888-507-3250Fax:[email protected]
August 2014
Member Since
Robinson JayCharles Schwab Advisor Services800 Nicollet Mall, #2925
612-375-0607Minneapolis, MN 55402
612-371-0801Fax:[email protected]
January 2006
Member Since
A
Rodman JeffFirst PREMIER Bank1400 S Dundee Drive
605-357-3125Sioux Falls, SD 57106
August 2016
Member Since
Roeschlein DanielHumphrey, Pawelk & Associates180 2nd Ave SW
320-983-1331Milaca, MN 56353
September 2015
Member Since
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 Advisors2012 Waterford Lane
612-210-3353Chaska, MN 55318
March 2013
Member Since
CFP
September 15, 2016Page 49Minnesota Chapter
As a Financial Advisor As a Financial Advisor
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At PCG Agencies, Inc., At PCG Agencies, Inc.,
we work hard to we work hard to protect their wealth.protect their wealth.
When was the last time each of your clients had a P&C Insurance review?
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Michelle Marquez, CIC, CPCU 651-605-2747
Independent Agents • Home, Automobile, Boat, Recreational Vehicle, Umbrella
Craig Johnson 651-605-2751
Jack Pickler 651-605-2706
MEMBERSHIP DIRECTORY - Minnesota
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
Rooney MeganAccredited Investors, Inc.5200 West 73rd Street
952-841-2222Edina, MN 55439
March 2011
Member Since
CFP
Rosandich NicolePHH Home Loans7550 France Ave South, #340
612-723-2658Edina, MN 55435
888-411-0039Fax:[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 Troy
1391 Michelle Dr
612-904-8153Eagan, MN 55123
612-904-8008Fax:[email protected]
July 2005
Member Since
MCFP
Rosvold Patrick
9589 Baker Ct
612-904-8153Inver Grove Heights, MN 55077
November 2015
Member Since
Rothberg Suzette
4508 Shady Beach Circle
612-325-9897Independence, MN 55359
Financial Planning for WomenMutual FundsInternational Investing September 2001
Member Since
CFP
Rouman SamuelKDV Wealth Management, LLC3800 American Blvd., Suite 1000
952-563-6950Minneapoolis, MN 55431
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning February 2006
Member Since
CFP, AIF, CLU, ChFC
Rovaina TiffanyBronfman E.L. Rothschild225 S 6th St, #2300
612-876-4842Minneapolis, MN 55402
June 2014
Member Since
CFP, ChFC
Rudi JohnParr Knight Wealth80 South 8th Street, #3400
612-340-4551Minneapolis, MN 55402
September 2015
Member Since
CRPC
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
Rushman PaulUSAdvisors Insurance Agency15752 Venture Lane
952-746-7680Eden Prairie, MN 55344
January 2015
Member Since
CLU, ChFC
September 15, 2016Page 50Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Ryan LeeTransamerica Retirement408 St. Peter Street, Ste 230
651-286-4767St Paul, MN 55102
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
Sadelack DoreenMolinari Financial7400 University Ave NE
612-805-9350Fridley, MN 55432
October 2014
Member Since
CFP
Salverda LauriCastle Rock Financial Planning, Inc.750 Main Street, Suite 215
651-294-0013Medota Heights, MN 55118
651-389-9440Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning June 2003
Member Since
PCFP CFA
Samaha AhmedJoern, Samaha, Ryan and Associates - Ameripris555 Nicollet Mall #200
612-746-5305Minneapolis, MN 55402
Fax:
December 2014
Member Since
MCFP
Sanders JamesCentury Financial Advisors, Inc.P.O. Box 9056
701-237-3453Fargo, ND 58106
701-893-3453Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 1999
Member Since
HCFP, MS, CFCA
Saunders RobertInvestment Centers of America, Inc.145 S Main St, Box 137
320-365-4099Bird Island, MN 55310
320-365-4621Fax:[email protected]
Estate PlanningRetirement PlanningTax Planning March 2001
Member Since
PCFP/CPA
Sayers DavidBGM TruNorth Wealth Partners4470 West 78th Street Circle, #200
952-844-2500Bloomington, MN 55435
September 2011
Member Since
MCFP, CLU, MBA
Scalia George
1443 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
Schelitzche AndyWaddell & ReedTwo Carlson Pkwy, Suite 110
763-593-0649Plymouth, MN 55447
September 2016
Member Since
Schiavo LarryAmeriprise Financial122 North 3rd Street
507-532-2219Marshall, MN 56258
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning September 2008
Member Since
Schlicht JeffreySummitt Financial Advisors10900 Wayzata Blvd, Ste 830
651-583-7295Minnetonka, MN 55305
July 2016
Member Since
Schmidt ChristineTrust Point43 Main Street SE, Suite 214
612-339-2343Minneapolis, MN 55414
July 2014
Member Since
CFP
September 15, 2016Page 51Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Schmitz PeterNFP9655 Schmidt Lake Road
763-450-1806Plmyouth, MN 55442
November 2008
Member Since
CFP, CFA
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
Schroeder JulieannSincere Financial, Ltd.1000 Twelve Oaks Center Drive, #100
952-767-3494Wayzata, MN 55391
952-829-5555Fax:[email protected]
Qualified PlansFinancial Planning for ExecutivesInvestment Planning May 1993
Member Since
ECFP, AIF
Schubert JohnAmeriprise Financial Services8325 Wayzata Blvd., #100
763-543-5170Golden Valley, MN 55426
763-525-0372Fax:[email protected]
Retirement PlanningGeneral Financial PlanningInvestment Planning June 1989
Member Since
CCFP
Schubert MargitAmeriprise Financial Services8325 Wayzata Blvd., #100
763-543-5153Golden Valley, MN 55426
763-525-0372Fax:[email protected]
July 2005
Member Since
MCFP
Schultenover RichardNorth Star Resource Group2701 University Ave SE
612-617-6030Minneapolis, MN 55414
September 2012
Member Since
CFP, CFS
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 GaryNorth Star Resource Group2701 University Ave SEMinneapolis, MN 55414
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
Schwartz ToddAmeriprise Financial Services626 Ameriprise Financial Center
612-671-2404Minneapolis, MN 55474
612-671-4749Fax:[email protected]
July 1999
Member Since
SCFP
Schwichtenberg KimSilverOak Wealth Management7650 Edinborough Way, Suite 250
952-896-5707Edina, MN 55435
952-896-5719Fax:[email protected]
Financial Planning for Business OwnersFinancial Planning for ExecutivesTax Planning July 1993
Member Since
RCPA/PFS/CFP
Sealine JoyceFirst Point Financial Group6465 Wayzata Blvd, #350
952-905-2244St Louis Park, MN 55426
952-905-2245Fax:[email protected]
March 2003
Member Since
AChFC, CLU, CFP
September 15, 2016Page 52Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Sebastian BeckyMindful Asset Planning14530 Pennock Avenue
952-432-4666Apple Valley, MN 55124
February 2015
Member Since
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
Seidel JamesRobert W. Baird & Company7650 Edinborough Way, Suite 300
952-857-5506Edina, MN 55435
April 2013
Member Since
RCFP
Sessions JosephSessions Financial Group8023 - 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
Severns RogerMinnesota State Univ - MankatoMorris Hall 150
507-389-5090Mankato, MN 56001
March 2016
Member Since
PhD
Severson MarkWells Fargo Advisors, LLC848 Great Oaks Trail
612-316-4106Eagan, MN 55123
612-316-1155Fax:[email protected]
Estate PlanningInvestment Management ConsultingRetirement Planning May 1998
Member Since
ACFP
Sexton SamuelCliftonLarsonAllen Wealth Advisors220 South 6th Street, Suite 300
612-397-3136Minneapolis, MN 55402-1436
March 2013
Member Since
CFP, CPA
Seymour LauraTorchLight Advisors8400 Normandale Lake Blvd Ste 920
952-921-2450Bloomington, MN 55437
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 RyanAccredited Investors5200 W 73rd St
952-841-2220Edina, MN 55439
952-841-2223Fax:[email protected]
Cash Management and BudgetingComprehensive Financial PlanningInvestment and Asset Management April 2008
Member Since
MCFP
Shavlik GeneShavlik Financial Services1865 W Wayzata Blvd #206
952-473-8300Long Lake, MN 55356
952-473-3800Fax:[email protected]
Tax PlanningRetirement PlanningHome Mortgage Services August 1992
Member Since
JCFP/CPA
Sheridan DanielSheridan Law Offices4470 Erin Dr., Suite 101
651-452-8705Eagan, MN 55122
651-452-8745Fax:[email protected]
July 2002
Member Since
MCPA, Attorney
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
September 15, 2016Page 53Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Silbaugh D. PeterAmeriprise Financial Services10000 Minnetonka Blvd.
952-563-1225Minnetonka, MN 55305
952-563-1213Fax:[email protected]
Retirement PlanningGeneral Financial PlanningInvestment Planning June 2000
Member Since
CFP
Simpson ScottFocus Financial Network1000 Shelard Parkway #300
952-225-0345Minneapolis, MN 55426
952-525-8538Fax:[email protected]
Retirement PlanningInvestment ManagementEstate Planning July 1994
Member Since
CFP
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
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
Smith RogerCouncil Wealth Management7730 Laredo Drive Unit 995
612-986-7145Chanhassen, MN 55317
January 2016
Member Since
Snow PeterFinancial Concepts, Inc.9655 Schmidt Lake Road
612-840-2093Plymouth, MN 55442
June 2013
Member Since
CFP
Somuri Sam
2091 Pinehurts Drive
303-663-4916Chanhassen, MN 55317
November 2003
Member Since
SCFP
Sotomayor AdolfoCorTrust Wealth Management14419 Exley Lane
651-336-5899Apple Valley, MN 55124
August 2016
Member Since
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
Springborn BarryThrivent Financial for Lutherans18015 Ulysses Street NE, Suite 100
763-754-2670Ham Lake, MN 55304
763-754-2722Fax:[email protected]
March 2007
Member Since
ACFP
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
September 15, 2016Page 54Minnesota Chapter
Is your portfolio well diversified? Not if you’ve
overlooked this risk.Diversification isn’t just about the selection of funds in a portfolio. Because if several of those funds come from the same megamanager firm, your portfolio is at risk of being shaped in somebody’s closed-door meeting. Insights and ideas could surrender to groupthink or strategies created with an undiversified view - all without you ever knowing it.
There is a better way.
At BNY Mellon, we believe in specialistinvestment boutiques where enlightenedthinking flourishes. Each of our 13 investment
boutiques follows its own independentinvestment approach, thus avoiding the dangers of blind consensus.
So your portfolio benefits from multipleperspectives and a higher level of diversification.
With $1.6 trillion in assets under management,* BNY Mellon is the world’s largest multi-boutique investment manager.†
We stand ready to share our insights andexpertise with you.
Diversification and asset allocation cannot ensure a profit or protect against loss. All investments involve risk, including the risk of loss of principal.
* Assets under management are as of 12/31/15. † Largest multi-boutique manager claim based on BNY Mellon determination using assets under management as stated in P&I 2014 Special Report on Money Managers. Each boutique is a subsidiary of BNY Mellon. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries.
BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management services and global distribution companies. BNY Mellon has a majority ownership interest in Alcentra and a minority ownership interest in Siguler Guff. BNY Mellon Cash Investment Strategies is a division of The Dreyfus Corporation. CenterSquare Investment Management was formerly known as Urdang.
Newton offers services in the U.S. through Newton Capital Management Limited and Newton Capital Management LLC. Services for Insight Investment are offered in the U.S., Canada and Australia by Pareto Investment Management Limited under the Insight Pareto brand. Insight Investment does not offer services in the U.S., and this presentation should not be considered an offer to sell, or a solicitation of an offer to purchase, any of this firm’s services or funds to any U.S. investor or where otherwise unlawful.
© 2016 MBSC Securities Corporation, Distributor
MEMBERSHIP DIRECTORY - Minnesota
Stanley BonnieOffice Connection & Send Out Cards3900 Main Street NE
763-781-1212Minneapolis, MN 55421
763-226-2393Fax:[email protected]
August 1994
Member Since
A
Stanzak JanetFinancial Empowerment, LLC450 American Blvd. West
952-646-0026Bloomington, MN 55420
952-893-0133Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning August 1996
Member Since
ACFP
Stave NoelRBC Correspondent & Advisor Services2053 Western Avenue North
612-242-1171Roseville, MN 55113
July 2016
Member Since
Steele MelissaRBCRBC Plaza, 60 South Sixth Street
866-589-1707Minneapolis, MN 55402
August 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
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
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 Reid
14027 Ridge Point Court
952-233-2151Savage, MN 55378
February 2011
Member Since
Strand CynthiaRBC Wealth Management400 Robert St N Ste 1400
952-838-8189Saint Paul, MN 55101
January 2004
Member Since
JCFP
Strate JamesFidelity Investments11450 Wayzata Blvd
952-252-3880Minnetonka, MN 55305
April 2013
Member Since
CFP
Strauss IngridCordis Financial2701 University Ave. SE
612-617-6081Minneapolis, MN 55414
August 2012
Member Since
CFP
September 15, 2016Page 55Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Stricker AlanAugust Financial Consulting, LLC3616 County Rd 101 S
952-767-2073Wayzata, MN 55391
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
Strohmaier Sara
2904 Lyndale Avenue South, #400
952-548-3456Minneapolis, MN 55408
September 2014
Member Since
CFP
Stroot ScottAmeriprise Financial13782 Bluestem Court, Suite 150
218-829-4131Baxter, MN 56425
February 2008
Member Since
DCRPC
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
Sullivan MollyZeiders Enterprises, Inc.8416 Grove Circle
952-215-7626Shakopee, MN 55379
June 2007
Member Since
CFP
Sundquist FredrickInvest Forward104 Main Ave N, PO Box 699
218-694-6900Bagley, MN 56621
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
Swanson TylerCliftonLarsonAllen Wealth Advisors, LLC220 South Sixth Street, #300
612-376-4598Minneapolis, MN 55402
July 2014
Member Since
Swart Kathleen
17963 Bearpath TrailEden Prairie, MN 55347
March 2012
Member Since
CFP
Swart Lori
13609 74th Pl N
952-404-5959Maple Grove, MN 55311
July 2013
Member Since
CFP
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
Tartaro PeterAmeriprise Financial6600 Pleasant Ave S, Ste 101
612-671-7754Richfield, MN 55423
February 2013
Member Since
CFP
September 15, 2016Page 56Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Tate AndrewNorth Star Resource Group2701 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
Tegeler JeffreyGarrity, Tegeler & Varley Wealth Strategies8011 34th Ave S, #141
952-941-7006 x14Minneapolis, MN 55425
952-941-7064Fax:[email protected]
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
Tezak ThomasAmeriprise Financial Services3200 Main Street NW #110
763-421-6867Coon Rapids, MN 55448
763-421-7112Fax:[email protected]
October 2015
Member Since
GCFP
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
Thibault NadineNorth Rock Partners4203 Pleasant Ave #2
320-224-5115Minneapolis, MN 55409
August 2016
Member Since
Thomas ChristineBerger Financial Group5924 Forest Blvd Trail
651-600-1494Wyoming, MN 55092
January 2015
Member Since
CFP
Thomas SeleneAmeriprise Financial Services1105 2nd Avenue N
406-453-4169Great Falls, MT 59401
406-452-1147Fax:[email protected]
May 1995
Member Since
MCFP
Thorfinnson RossSpectrum Financial Group3800 American Blvd, Suite 200
952-449-4414Bloomington, MN 55431
952-944-0951Fax:[email protected]
Asset AllocationInvestment PlanningAnnuities April 1996
Member Since
LCLU/ChFC
Thorne BrettRBCRBC Plaza, 60 South Sixth St
866-589-1707Minneapolis, MN 55402
July 2016
Member Since
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
September 15, 2016Page 57Minnesota Chapter
Access to institutional grade, direct investments on a recurring basis
Target stabilized multi-family assets that are projected to generate tax-deferred current income of 7%+ and attractive overall returns.
Investors can customize diversified, income-producing, tax-efficient real estate portfolio
Extensive team managing approximately 10,000 units
2200 ATLANTIC ST, SUITE 520 | STAMFORD, CT 06902www.waypointresidential.com
For more information: [email protected] | 502.882.1417
WAYPOINT’S DISCIPLINED INVESTMENT APPROACH,
COMPREHENSIVE UNDERWRITING AND REPORTING PROVIDE
INVESTORS WITH A TRANSPARENT REAL ESTATE PORTFOLIO.
MEMBERSHIP DIRECTORY - Minnesota
Thurin ChristopherThurin, Thurin and Associates3601 West 76th Street, Suite 160
952-841-8123Edina, MN 55435
January 2015
Member Since
CRPC, RFC
Torguson Lisa
6285 Zircon Lane N
763-493-3407Maple Grove, MN 55311
December 2014
Member Since
Tranovich KathleenAdam Smith Advisors301 Carlson Parkway, Suite 103
952-253-6016Minnetonka, MN 55311
May 2012
Member Since
ECFP
Traxler LucasJNBA Financial Advisors3108 Colfax Ave S, #1
507-340-5743Minneapolis, MN 55408
May 2015
Member Since
CFP
Trebil Greg
6009 Saxony Road
612-599-8980Edina, MN 55436
March 2016
Member Since
Tresselt-Warren CodyAccredited Investors5200 West 73rd Street
952-841-2217Edina, MN 55439
April 2016
Member Since
CFP
Troendle FredrickFocus Financial949 Whitewater Ave, #1
507-932-0254St Charles, MN 55972
June 2008
Member Since
JCFP
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
Tufte KeithCherry Tree301 Carlson Parkway
952-253-6006Minnetonka, MN 55305
Septembe 2010
Member Since
Turkington CynthiaFair Trust Financial LLC855 Village Center Drive #360
651-484-0701North Oaks, MN 55127
September 2008
Member Since
LCFP
Turner AndrewRiverbridge Partners, LLC80 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
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
September 15, 2016Page 58Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
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
Van Calligan DerekCliftonLarsonAllen Wealth Advisors4629 Ridgeview Ave
612-397-3292Sheboygan, WI 53083
July 2015
Member Since
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
Vanblaricom Emily
128 E 4th St #312Duluth, MN 55805
June 2015
Member Since
Vancura BryanGen Financial10800 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
VanDerwerker DirkSundial Financial Planning5445 City Hall St, PO Box 873
218-821-8460Nisswa, MN 56468
October 2012
Member Since
Visser PaulRBCRBC Plaza, 60 South Sixth Street
866-589-1707Minneapolis, MN 55402
August 2016
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
Vlastuin JordanHeritage Wealth Architects730 Dayton Avenue
651-289-6444St Paul, MN 55104
December 2012
Member Since
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
Waalen NorrisRunestone Wealth3433 Broadway St NE, #180
612-253-5093Minneapolis, MN 55413
September 2015
Member Since
September 15, 2016Page 59Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
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
Wadeson Scott
105 Ninth Street SE
701-261-8148Glydon, MN 56547
January 2015
Member Since
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
Wagner WayneLoCorr Funds405 Cottage Downs
210-254-8317Hopkins, MN 55305
July 2002
Member Since
Walen BeckyBell State Bank & Trust15 Broadway N
701-451-3079Fargo, ND 58102
March 2014
Member Since
AMC, CMFC, CFP
Wallschlaeger ScottMidwest Professional Planners, LTD.202 Third Ave.
218-628-3134Proctor, MN 55810
218-628-3133Fax:[email protected]
September 2006
Member Since
MCFP
Walsh JohnMarketplace Home Mortgage, LLC7380 France Ave. S Suite 200
952-847-3556Minnetonka, MN 55435
April 2014
Member Since
Walsh JohnWalsh Financial7900 International Drive #1035
952-925-4188Bloomington, MN 55425
952-925-4212Fax:[email protected]
Retirement PlanningFinancial Planning for ExecutivesMutual Funds July 1996
Member Since
V
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
Ward AnneAllodium Investment Consultants500 Washington Avenue South, Suite 2015
612-230-3720Minneapolis, MN 55415
612-230-3714Fax:[email protected]
January 2006
Member Since
MCFP
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.14985 Glazier Avenue, #404
952-953-4300Apple Valley, MN 55124
952-953-4443Fax:[email protected]
General Financial PlanningAsset AllocationDivorce Planning October 1993
Member Since
CFP
Wayt AndrewPilot Financial Partners, Inc.8011 34th Ave S, Ste 300
952-229-8899Bloomington, MN 55425
February 2015
Member Since
Waytashek JaniceRBCRBC Plaza, 60 South Sixth Street
866-589-1707Minneapolis, MN 55402
August 2016
Member Since
September 15, 2016Page 60Minnesota Chapter
Pace yourself.
Our tenured portfolio managers look at investment ideas with a long-term lens. �ey work hard to avoid the noise around quarter -to- quarter results.
Wait for the right pitch.
We take advantage of swings in investor sentiment. By remaining �exible, we can act when the market presents opportunity.
Stay agile.
Several of our portfolios have the �exibility to invest in companies of all sizes. Others stay within speci�c market-caps. All are designed to provide a margin of safety that may limit (but not eliminate) downside risk and may optimize the potential for growth.
Our PM’s are actively involved with our portfolios at every step.
1
Concentrate.
Our portfolios are concentrated in our best ideas, allowing us to have a deeper knowledge and understanding of the industries and companies in which we invest. We think this makes our odds of success higher.
Step 3
Trust your quarterback.
Our investment team has decades of combined industry experience, and they all invest right along- side our shareholders. �is helps to ensure our clients’ interests come �rst.
Step 5
Succeed.
With our active management, we strive to earn superior absolute returns over long periods of time without taking unnecessary risk. �is strategy can lead to out-performance over the long term.
Step 6
Yana Morgan, CFP®Midwest Regional Director
[email protected](800) 304-9745
Step
Step
Step 2
4
Strengthen your Portfolio with
Active Management
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
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
Weiberg EricRaymond James Financial115 E Litchfield Ave
320-235-1416Willmar, MN 56201
320-235-2671Fax:[email protected]
March 2006
Member Since
E.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
Wempner GailMarketplace Home Mortgage, LLC7380 France Ave. S Suite 200
952-544-0821Minneapolis, MN 55435
952-417-0504Fax:[email protected]
Reverse MortgagesLife PlanningMortgage Planning April 2005
Member Since
F
Wendt-Vann Claudia
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
Wesely RichardAmeriprise Financial Services, Inc7601 France Avenue S, #600
952-857-1283Edina, MN 55435
952-837-0100Fax:[email protected]
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning December 2001
Member Since
GCFP
West KristineStonebridge Capital Advisors2550 University Avenue W #180S
651-251-3630St Paul, MN 55114
651-251-1010Fax:[email protected]
October 2007
Member Since
Westin DanQA Investment Services10225 Yellow Circle Dr, #101
952-767-6301Minnetonka, MN 55343
May 2012
Member Since
CFP, ChFC, CASL
September 15, 2016Page 61Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Whaley CarlAbbot Downing90 South Seventh Street #1500, MAC N9305-530
612-316-2714Minneapolis, MN 55402
866-554-8702Fax:[email protected]
July 2006
Member Since
PCFP
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
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
Wisgerhof W ScottWells Fargo625 Marquette Ave. S, MAC N9311-071
612-667-8271Minneapolis, MN 55402
Director, Wealth Planning ToolsDecember 2003
Member Since
CPA, ChFC, CLU
Wixon WilliamWixon Financial Services Corp6439 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
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
Wright Jr ThomasAbbot Downing90 S 7th Street #5100
612-667-1784Minneapolis, MN 55402
612-667-8739Fax:[email protected]
June 1990
Member Since
DCFP
September 15, 2016Page 62Minnesota Chapter
MEMBERSHIP DIRECTORY - Minnesota
Wulf WayneFinancial Advisor369 Milwaukee Rd
715-426-1800Hudson, WI 54016
Comprehensive Financial PlanningInvestment and Asset ManagementRetirement Planning April 2003
Member Since
CFP, CHFC
Yang MaiGreenwald Wealth Management1660 S Hwy 100, Ste 270
952-641-7868St Louis Park, MN 55416
February 2015
Member Since
CFP
Yard ChristopherIntegrity Financial Group8181 Fish Lake Road
763-416-4244Maple Grove, MN 55311
July 2014
Member Since
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 ErikAdvisorNet Insurance701 4th Ave S. Suite 1500Minneapolis, MN 55415
June 2015
Member Since
Young MichelleAmeriprise Financial Services7601 France Avenue, Suite 550
952-857-1487Edina, MN 55435
952-837-1133Fax:[email protected]
October 2002
Member Since
ACFP
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
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
September 15, 2016Page 63Minnesota Chapter
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