MEMBERSHIP DIRECTORY - Minnesota

Transcription

MEMBERSHIP
DIRECTORY
Minnesota
July 2016
THANK YOU to our 2016 Plat & Gold Partners!
PLATINUM
Jeff Foley • 866-991-1539
jfoley@gradientsecurities.com
Terry Leiendecker • 952-857-1439
Terrence.p.leiendecker@ampf.com
Jay Robinson
612-375-9525
jay.robinson@
schwab.com
Scott Howard • 651-294-8309
SHoward@mairsandpower.com
Richard Clark • 503-726-2045
rclark@jenseninvestment.com
Alina Passarelli • 800-900-4135
alina@marketplacehome.com
Cassidy Burns • 612-904-6221
advisoryservices@riverbridge.com
Denny Bennett, CMPS • 612-804-0488
denny@dennybennett.com
Steve Benjamin • 612-359-2554
spb@sitinvest.com
Kris West • 800-317-1127
kwest@stonebridgecap.com
GOLD
Personal Risk Management & P&C Insurance
Michelle Marquez • 651-605-2747
michellem@pcgagencies.com
Derek Hansen • 952-546-5996
dzh@capgroup.com
Beth Nemec • 866-869-8770
bnemec@lifesprk.com
Scott Theriault • 847-387-1635
scott.theriault@bankofamerica.com
Matt Murphy • 513-474-8777
matt.murphy@bnymellon.com
Brandon Hillman • 612-373-7425
bhillman@chubb.com
Lara Davies • 303-770-3377
ldavies@imca.org
Nicole Rosandich • 612-723-2658
Nicole.Rosandich@phhonline.com
Greg Prokott • 612-240-8465
greg_prokott@newyorklife.com
Kathie Bortnem, Licensed
Precious Metal Specialist
MN #40388267 | 877-867-7293
kbortnem@milesfranklin.com
Vidya Nathu • 415-778-2634
vidya.nathu@parnassus.com
Thank You to our Annual Partners!
Corey Winters • 866-306-7135 x3261
cwinters@scottrade.com
Todd Patterson • 502-882-1417
tpatterson@waypointresidential.com
Kevin Joy • 800-304-9745
kjoy@weitzfunds.com
Besides our absolutely fantastic Board and wonderful Volunteers, we also have our Annual Partners to thank. They provide approximately
one-half of the revenue needed to run the chapter. Without our Partners’ support, your price for chapter meetings and the annual
Symposium 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 to
offer.
Abramovich
Omer
Alleckson
Affiance Financial
MBA
600 Highway 169 South Suit #1950
St Louis Park, MN 55426
952-253-2561
Fax: 952-544-9818
omer@affiancefinancial.com
RSM McGladrey
310 S Broadway, Suite 300
Rochester, MN 55904
507-226-0483
eric.alleckson@rsmi.com
Eric
Fax: 507-226-0583
Member Since
October 2015
Ackerman
Stacey
J
Member Since
March 2006
Allen
Wells Fargo Investment
CFP, CTFA
406 Main Ave
Fargo, ND 58126
701-293-4939
Fax: 701-293-4925
stacey.ackerman@wellsfargo.com
Mayo Clinic
Mayo Bldg Lobby 126W
Rochester, MN 55905
507-284-4394
allen.frank@mayo.edu
Frank
CFP
Fax:
Member Since
April 2004
Acton
Dale
L
Member Since
August 2006
Adamski
Mary
Member Since
April 1999
Altman
Fure Financial Corp
CFP
8500 Normandale Lakes Blvd., Suite 950
Bloomington, MN 55437
952-944-8250
Fax: 952-944-8252
ffcdale@msn.com
K
Laurence
Fortune Financial
CFP/CLU
10261 Yellow Circle Drive
Minnetonka, MN 55343
952-908-2510
Fax: 952-908-2501
la@fortunefin.com
Qualified Retirement Plans
Retirement Planning
Investment Planning
Aman
RBC Wealth Management
CFP
7650 Edenbourough Way Suite 800
Edina, MN 55435
952-838-7086
Fax: 952-838-7090
mary.k.adamski@rbc.com
Comprehensive Financial Planning
James
Mark
Wells Fargo Advisors
4128 Lavaque Rd
Hermantown, MN 55811
218-726-9351
Fax:
bryan.amundson@wellsfargo.com
Bryan
Nathan
Kristi
Jason
M
Member Since
December 2003
Anderson
CliftonLarsonAllen
220 S Sixth St, Suite 300
Minneapolis, MN 55402
612-376-4503
Fax:
alexander.anderson@claconnect.com
CFP
Fax:
Member Since
February 2014
June 1, 2016
L
Kristi L. Andersen Financial Partners, LLC
CFP
500 East Grant Street #1204
612-354-3032
Fax: 612-313-7489
Kris@KristiLAndersen.com
Member Since
October 2015
Riverbridge Partners
1200 IDS Center, 80 S 8th St
651-208-5719
jasona@riverbridge.com
D
Member Since
May 2012
Andersen
Fax:
Ahlgren
N
CFP, CFA
Member Since
June 2014
Accredited Investors
5200 West 73rd Street
Golden Valley, MN 55427
952-841-2222
nate.ahlberg@accredited.com
Member Since
October 2002
Member Since
May 2012
Amundson
BWA Wealth Management Group/MerrillCFP
Lynch
CTFA
8300 Norman Center Dr, #1250
952-820-1922
Fax:
mark_adkins@ml.com
Ahlberg
J
Thrivent Financial for Lutherans
CFP
18015 Ulysses St NE, #100
Ham Lake, MN 55304
763-754-2670
Fax: 763-754-2722
james.aman@thrivent.com
Member Since
May 2003
Adkins
N.
CFP
Minnesota Chapter
Alexander
CFP
Member Since
February 2013
Page 1
Anderson
St. Croix Advisors, LLC
401 Second St, #200
Hudson, WI 54016
651-337-1919
brett@stcroixadvisors.com
Brett
Andresen
Nicholas
CliftonLarsonAllen Wealth Advisors
220 S Sixth St, Suite 300
612-376-4597
Fax:
nicholas.andresen@claconnect.com
CFP
Fax:
CFP
Member Since
September 2011
Anderson
Casey
Member Since
July 2014
Anfinson
CliftonLarsonAllen Wealth Advisors LLC CFP
220 South 6th Street, Suite 300
612-376-4764
Fax: 612-376-4600
casey.anderson@cliftonlarsonallen.com
David
Anfinson Thompson & Co
CPA/PFS
1604 First Street S
Wilmar, MN 56201
320-235-7491 x218
Fax: 320-234-7497
david@anfinsonthompson.com
Member Since
September 2007
Anderson
Corey
Member Since
May 2013
Antkowiak
Secura Consultants, LLC
6465 Wayzata Boulevard, Suite 920
952-224-5400 x204
Fax: 952-224-5409
corey@securaconsultants.com
Robert W. Baird
7650 Edinborough Way #300
Edina, MN 55435
952-857-5524
rantkowiak@rwbaird.com
Ryan
CFP
Fax:
Member Since
February 2012
Anderson
Kelly
Home Federal Investment Services
1016 Civic Center Dr NW
Rochester, MN 55901
507-280-3425
Fax:
kelly.anderson@ceterais.com
M.
Member Since
January 2016
Arms
Leo
Thomas Leo Advisory, LLC
708 N 1st Ave S, #235E
CFP
Fax:
leo@thomasleoadvisory.com
Member Since
January 2002
Anderson
Nancy
E
Member Since
October 2013
Arnold
US Bank, Private Client Reserve
JD, CTFA
BC-MN16H, 800 Nicollet Mall - 16th Floor
612-349-4803
Fax: 612-349-7975
neapersonal@aol.com
Sarah
Ameriprise Financial Services, Inc.
1032 Ameriprise Financial Center
612-678-4773
Fax:
sarah.t.arnold@ampf.com
Member Since
March 2002
Anderson
Ryan
Fortune Financial
5517 Wooddale Avenue
Edina, MN 55424
952-908-2537
Fax:
ryan.anderson@fortunefin.com
Asato
CFP
Member Since
June 2011
Anderson, II
Schad, Lindstrand & Schuth
1721 - 10th Street East
Glencoe, MN 55336
320-864-6166
chipa@slscpa.com
Thomas
Member Since
August 2014
G
Auckenthaler
O
CFP
Benjamin
Member Since
September 2006
W
Ameriprise Financial Services
CFP
6500 City West Pkwy, #400
Eden Prairie, MN 55344
952-746-9456
Fax: 952-746-9441
benjamin.w.auckenthaler@ampf.com
CFP
Fax: 320-864-4005
Member Since
January 2005
June 1, 2016
Satoru
McNellis & Asato, LTD
5600 W. 83rd Street, 8200 Tower, #560
952-548-3123
Fax:
satoru.asato@raymondjames.com
Retirement Planning
Investment Management
Retirement Income Distribution
Minnesota Chapter
Member Since
February 2010
Page 2
Imagine more
Discover 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.
TERRENCE LEIENDECKER
CFP®, ChFC®
Franchise Field Vice President
7760 France Avenue South, Ste 1080
952.857.1439
terrence.p.leiendecker@ampf.com
ameripriseadvisors.com/terrence.p.leiendecker
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.
Augustin
Bridge Investment Group
100 Hatch Avenue
St Paul, MN 55117
651-209-6395
augustnj@gmail.com
Nicholas
J
Barbier
Fax:
Member Since
January 2014
Augustine
Scott
17548 Finesse Trail
Farmington, MN 55024
952-985-2889
ausentre@ymail.com
John
Trevor
Fax:
Member Since
October 1992
Bradley
Capstone Advisory Group
7650 Edinborough Way, Suite 770
Edina, MN 55435
773-251-0969
Fax:
bbarinsky@capstoneadvgroup.com
JD
Member Since
July 2012
Barinsky
Lakeview Financial Planning
514 Summerfield Way
Venice, FL 34292
952-994-9909
dbarinsky@aol.com
Fax:
Douglas
Advanced Capital Group
50 South 6th St, #975
612-230-3004
davelar@acgbiz.com
Derrick
Fax: 941-408-7314
Member Since
November 2005
Barton
Lisa
Greater Twin Cities United Way
404 South Eighth Street
612-340-7685
Fax:
lisa.barton@gtcuw.org
CFP
Fax:
Member Since
October 2011
Awes
Zurich
T
Chad
State Farm
CFP, ChFC
373 George Street
Excelsior, MN 55331
952-474-1454
Fax: 952-474-0939
chad.babcock.pic8@statefarm.com
Auto/Homeowner's Insurance
Financial Services
Baldry
Kurt
Member Since
November 2015
Basballe
Zurich Awes Financial
CFP, CSA
3033 Campus Drive, Suite 100 West
Plymouth, MN 55441
763-577-1900
Fax: 763-577-1999
terry@zurichawes.com
Fee Based Financial Planning
Member Since
Annuities
Retirement Income Specialists
December 2001
Babcock
J
CFP
Member Since
August 2015
Avelar
S
ChFC
Barinsky
North Star Resource Group
CFP
2701 University Ave SE
612-617-6000
Fax: 612-617-6001
scott.augustine@northstarfinancial.com
Member Since
Investment and Asset Management
Insurance
November 2007
Ausen
Your Financial Advocate, LLC
13001 St. David's Road
952-945-0931
jsbblb@msn.com
Qualified Plans
Retirement Planning
Annuities
S
Dana
Advisors Group
CFP
100 Fourth Avenue SE, Suite 2
Plainview, MN 55964
507-534-3198
Fax: 507-534-3882
bozonedb3265@yahoo.com
Financial Planning for Business Owners
General Financial Planning
Mutual Funds
Basballe
Member Since
July 2005
R
P
Member Since
January 2000
Paul
Advisors Group
CFP
3428 Lakeridge Place NW, Suite 120
Rochester, MN 55901
507-286-9130
Fax: 507-286-9027
paul@advisors-group.net
Retirement Planning
Tax Planning
Baso
Member Since
March 1993
Christopher
CFP
5159 Main St E., #210C, PO Box 477
Maple Plain, MN 55359
763-479-1099
Fax: 763-479-1999
kurtbaldry@frontier.com
Retirement Planning
Business Succession Planning
June 1, 2016
2410 Acorn Pt
Victoria, MN 55386
218-232-5836
cbaso@unitedfiregroup.com
Member Since
April 2002
Minnesota Chapter
Fax:
Member Since
October 2015
Page 3
Bauerly
Jason
Bennis
Ameriprise Financial
11671 Fountains Drive, Suite 215
Maple Grove, MN 55369
763-488-9595
Fax: 763-494-0590
jason.2.bauerly@ampf.com
Wendy
K
Tealwood Asset Management
120 South Sixth Street, Suite 1900
612-767-6223
Fax: 612-341-9363
wbennis@tealwood.com
Member Since
August 2008
Bauman
Aimee
Member Since
August 2013
Benson
Wells Fargo The Private Bank
CFP
90 South 7th St, MAC N9305-111, 11th Flr
612-667-6760
Fax: 612-316-1156
aimee.n.bauman@wellsfargo.com
Jeffrey
Prudential
600 S Hwy 169, #1000
Fax:
jeff.benson@prudential.com
Member Since
March 2005
Baune
Kyle
Baune Financial
1191 Northland Drive, Suite 150
Mendota Heights, MN 55120
651-289-6541
Fax:
baune.kyle@gmail.com
Member Since
February 2012
Bentley
Christopher
7601 France Ave S, #300
Edina, MN 55435
952-857-1234
Fax:
christopher.bentley@ampf.com
CFP
Member Since
May 2016
Baustian
Shannon
Member Since
November 2013
Berg
US Bank, The Private Client Reserve
800 Nicollet Mall, 16th Floor, BC-MN-H16
612-303-3073
Fax:
shannon.baustian@usbank.com
Affiance Financial
600 Hwy 169 S #1750
952-253-2581
kyle@affiancefinancial.com
Kyle
Fax:
Member Since
November 2014
Becker-Gemmill
Allianz Life of North America
5701 Golden Hills Drive
763-765-6393
karen.gemmill@allianzlife.com
Karen
Member Since
June 2008
Berger
Berger Financial Group
1143 South Shore Drive
763-746-2666
Fax:
mark@bergerfinancialgroup.com
CFP
Fax:
Mark
Geoff
12856 88th Ave N
612-385-6861
gbeninga@gmail.com
Fax:
Member Since
October 2011
Bennett
Angus
Bennett, Mastin & Kosmak, Inc.
3033 Excelsior Boulevard, Suite 465
612-767-7471
Fax: 612-767-7478
abennett@bennettmastinkosmak.com
Asset Management
Asset Allocation
Investment Planning
June 1, 2016
Member Since
July 2008
Bergstrom
CFP
A
CFP
Member Since
March 2006
Beninga
D
CFP
John
Cardinal Wealth Advisors
CFP, ChFC, CLU, CDFA
7205 Ohms Lane #200
Edina, MN 55439
952-746-4700
Fax: 952-746-1902
john@cardinalwealth.net
Member Since
Portfolio Management (Asset)
Divorce Mediation/Planning
July 2001
Bergstrom
Nancy
M
Meristem
CFP
601 Carlson Parkway, Suite 800
952-835-8287
Fax: 952-835-8283
NBergstrom@meristemmfo.com
Member Since
October 2000
Minnesota Chapter
Member Since
March 2007
Page 4
Bergstrom
William
Focus Financial Network, Inc.
CFP
1300 Godward Street NE, Suite 5500
651-379-3908
Fax: 651-379-3955
bbergstrom@focusfinancial.com
Retirement Planning
Estate Planning
Asset Management
Berhow
Affiance Financial
600 Hwy 169 So., Suite 1950
952-253-2570
matt@affiancefinancial.com
Matthew
R
Beversdorf
Tim
Member Since
January 1997
A
Member Since
August 2004
Bialke
Christopher
Kasner Bialke Bottoms Financial Svcs LLC
301 E. Howard Street, Suite 1, P.O. Box 373
Hibbing, MN 55746
218-262-3815
Fax:
Chris.Bialke@lfg.com
CFP
Fax: 952-544-5524
Member Since
March 2010
Berigan
William
Shamrock Wealth Management
991 Sibley Memorial Hwy, Ste 201
St Paul, MN 55118
651-317-4330
Fax:
wberigan@shamrockwm.com
Member Since
May 2016
Biermann
Laura
Legacy Financial Advisors Corp
CFP
3500 American Boulevard West, #675
952-893-5555
Fax: 952-893-5560
lbiermann@lfamn.com
CFP
Member Since
November 2015
Bernicke
SII Investments
4813 Keystone Crossing
Eau Claire, WI 54701
715-832-1173
tbernicke@bernicke.com
Investment Planning
Tax Planning
Asset Allocation
Ty
Member Since
February 2015
Bills
CFP
Fax: 715-832-1933
Member Since
April 2001
Betz
Chuck
Judith
Financial Designs Inc
5401 Gamble Dr Ste 107
952-843-0300
Fax: 952-843-0302
Judy@FDI-online.com
Estate Planning
Financial Planning for Executives
Retirement Planning
Bilotta
CliftonLarsonAllen Wealth Advisors LLC CFP
612-376-4654
Fax: 612-376-4690
chuck.betz@claconnect.com
Affiance Financial
949 Keystone Court North
Hudson, WI 54016
715-222-9327
mike@mikebetz.com
Michael
ChFC, CASL
John
651-379-3908
Fax:
jbina@focusfinancial.com
Fax:
Member Since
June 2008
7650 Edinborough Way Suite 800
Edina, MN 55435
952-838-7075
Fax:
stephanie.betz@rbc.com
Stephanie
Member Since
December 2004
Bird
Bird Wealth Management LLC
7075 Flying Cloud Drive
952-828-4840
thomas.bird@birdfirm.com
CFP
Member Since
July 2015
June 1, 2016
Member Since
June 1999
Member Since
January 2008
Bina
CFP
Betz
A
Michael
JNBA Financial Advisors, Inc.
8500 Normandale Lake Blvd, #450
952-844-0995
Fax:
Michael.Bilotta@jnba.com
Member Since
October 1983
Betz
A
Boulay Financial Advisors, LLC
CFP
3610 Zircon Ln N
952-893-3814
Fax: 952-893-3830
timb@bhz.com
Minnesota Chapter
Thomas
Fax:
Member Since
September 2012
Page 5
Bischoff
Michael
Bloodworth
CFP
7900 Xerxes Avenue South #1920
952-837-3239
Fax: 952-837-0011
mike@webbfinancial.com
Member Since
January 2005
Bishop
Michael
Sharon
White Oaks Wealth Advisors, Inc.
CFP
IDS Center, #1725 805 8th St
612-455-6901
Fax: 612-455-6901
sharon@whiteoakswealth.com
Stock Option Strategies
Investment Planning
Bloom
Wealth Enhancement Group
CFP
3810 Huntington Ave. S
952-249-7008
Fax: 763-417-1701
mbishop@wealthenhancement.com
ING Financial Partners, Inc.
322 East County Rd D.
St Paul, MN 55117
651-481-6900
gblaeser@moneygeeks.com
Gregory
L
Connie
Member Since
December 2014
Blossom
Prestige Planning Inc
8631 Eagle Point Rd
Lake Elmo, MN 55042
651-209-9333
cblossom@prestigewm.com
Fax: 651-481-0609
Charles
Byron
Fax: 651-209-9334
Member Since
November 2002
Bockus
Transamerica Retirement Management
408 St. Peter Street, Ste 230
St Paul, MN 55102
651-286-4755
Fax:
byron.blaine@transamerica.com
Beverly
Focus Financial - Bockus Associates
16995 Saddlewood Trail
612-508-2660
Fax:
bbockus@focusfinancial.com
Wells Fargo
13162 Jenkins St NE
Blaine, MN 55449
612-408-9491
Fax:
derek.j.blankenship@gmail.com
Derek
J
Member Since
February 2007
Bolstorff
Anthony
CFP
CFP
1600 Meadowview Trail
Hastings, MN 55033
651-212-0832
tonybolstorff@gmail.com
Fax:
Member Since
January 2011
Blewett
Matthew
The Financial Plan Resource Group
CFP
2396 Harvest Way
Chanhassen, MN 55317
651-292-4877
Fax:
msblewett@yahoo.com
Charitable Giving
Tax Planning
Block
Paul
Member Since
February 2012
Bonine
Robert
Lifelong Wealth Advisors
CFP
701 4th Avenue South, Suite 1700
Minneapolis, MN 55415-1818
612-349-6400
Fax: 612-279-6477
rbonine@LLWAdvisors.com
Member Since
February 2009
A
Member Since
June 2010
Borg
Block and Kroll Financial
CFP, ChFC, CLU
PO Box 2967
La Crosse, WI 54602-2967
608-785-2200 x2
Fax: 608-785-2203
pablock@hirep.net
Member Since
Insurance
July 2000
June 1, 2016
J
CFP
Member Since
December 2015
Blankenship
A.
CFP
Member Since
January 2013
Blaine
Member Since
January 2004
MarketPlace Home Mortgage, LLC
7380 France Ave S, Ste 200
Edina, MN 55435
612-518-7027
Fax: 952-831-1999
cbloom@marketplacehome.com
Member Since
March 2010
Blaeser
A
Bradley
J.
Shared Financial Resources Group
855 Village Center Drive, #317
St Paul, MN 55127
651-486-9835
Fax: 651-846-5040
bradley.borg@lpl.com
Minnesota Chapter
Member Since
January 2008
Page 6
Borg
Martin Financial
16769 Mayfield Dr
952-253-2252
ericb@martin-financial.com
Eric
Brandstetter
University of Minnesota Duluth
1830 Dunedin Ave
Duluth, MN 55803
952-693-6680
brand953@d.umn.edu
CFP
Fax: 952-541-3619
Blake
Fax:
Member Since
June 2009
Boria
Patrick
J
Bortnem
Kathie
Member Since
October 2012
Mayo Clinic
200 First Street SW
Rochester, MN 55905
507-284-4641
boser.rosanne@mayo.edu
Rosanne
Fax: 507-284-9997
Member Since
November 2015
Rebecca
Member Since
January 2004
Michael
Member Since
February 1972
Donny
Tyler
Member Since
May 2016
Brehmer
Catena Strategies
1170 Cushing Circle, #335
St Paul, MN 55108
651-800-8348
d.brehmer@catena-is.com
Fax:
Diane
Fax:
Member Since
September 2014
Box
Douglas
R
Member Since
October 2015
Bremer
Box Financial Advisors
CFP, ChFC
701 4th Avenue S
612-347-8686
Fax: 612-313-7524
doug@boxfinancialadvisors.com
Member Since
October 2000
June 1, 2016
T
CFM MBA CIMA CFP
Member Since
August 2009
Bremer Wealth Management
208 E College Dr
Marshall, MN 56258
507-537-0207
tjbowen@bremer.com
Member Since
April 2001
NorthRock Partners
650 3rd Ave S, Suite 1500
612- 367-8808
Fax:
donny@northrockpartners.com
Fax:
Bowen
A
James
Merrill Lynch
1495 Green Trees Road
Wayzata, MN 55391
612-790-1900
Fax:
jjbrass67@gmail.com
Investment Planning
Asset Management
Braun
CFP
322 Greenhill Lane
Long Lake, MN 55356
952-941-2795 x11
beckybotzet21@hotmail.com
N
CFP, CIMA, CRPC
The Planning Center, Inc.
CFP
7084 E Fish Lake Road
763-494-8791
Fax: 763-374-8874
Mike@theplanningcenter.com
Retirement Planning
Brass
CPA/PFS
Botzet
Steven
6500 City West Parkway, Suite 400
952-746-9446
Fax:
steven.n.brandt@ampf.com
Investment Planning
Annuities
Mutual Funds
Branham
Miles Franklin Ltd
801 Twelve Oaks Center Drive, #834
Wayzata, MN 55391
877-867-7293
Fax: 952-476-7971
kbortnem@milesfranklin.com
Boser
Member Since
October 2015
Brandt
Dyste Williams Financial Group
LUTCF, CLTC
6465 Wayzata Blvd, Suite 700
952-843-4437
Fax: 952-593-5026
pboria@dystewilliams.com
Asset Management
Member Since
Estate Planning
Long Term Care
December 2001
H
David
Boulay PLLP
CFP/CPA/PFS
7500 Flying Cloud Dr, Suite 800
952-893-3821
Fax: 952-893-3830
dbremer@boulaygroup.com
Tax Planning
Minnesota Chapter
E
Member Since
May 1998
Page 7
Needanal
t
er
nat
i
vewayt
o
pr
es
er
veyourc
l
i
ent
s
’
weal
t
h?
Pur
chase
Pr
eci
ousMet
al
s
Mi
l
esFrankl
i
n
801Twel
veOaksCent
erDr
Sui
t
e834
Wayzat
a,MN 55391
How t
oPur
chas
ef
r
om
Mi
l
esFr
ankl
i
n:
1.Ca
l
l8778677293t
os
pe
a
kwi
t
hKa
t
hi
e
f
orc
ur
r
e
ntpr
i
c
i
nga
nda
va
i
l
a
bi
l
i
t
y.
2.“
Loc
ki
n”apur
c
ha
s
eove
rt
hephone
.
3.Se
ndi
nyourpa
yme
nt
.
*
Annua
ls
t
or
a
gef
e
e
sa
ppl
y.
AskKat
hi
eaboutt
he
Aﬃl
i
at
eRef
er
r
alPr
ogr
am
Cal
l8778677293t
oday
www.
mi
l
esf
rankl
i
n.
com
kbor
t
nem@mi
l
es
f
r
ankl
i
n.
c
om
Pr
eci
ous Met
al
sI
nvest
ment
s
4.Ae
ryourpa
yme
ntc
l
e
a
r
s
,wewi
l
ls
hi
pt
hephys
i
c
a
lme
t
a
l
st
o
youorwhe
r
e
ve
ryoude
s
i
gna
t
e
.As
ka
boutpr
e
c
i
ousme
t
a
l
s
t
or
a
geopt
i
ons
.
*
Brennan
Gerald
Robert W. Baird & Co.
CIMA
Edina, MN 55435
952-857-5502
Fax: 952-857-5538
GBrennan@rwbaird.com
Charitable Giving
Retirement Planning
Bresler
D
Brown
Jay
Member Since
April 2009
David
Member Since
December 2006
Brown
966 Ameriprise Financial Center, Routing H7/966
612-671-4569
Fax:
david.r.bresler@ampf.com
Kathy
408 Saint Peter Street, #230
St Paul, MN 55102
651-286-4734
Fax: 800-503-8884
Kathy.Brown@Transamerica.com
Member Since
May 2016
Brewer
Dana
Birchwood Financial Partners
CFP
3300 Edinborough Way, #610
Edina, MN 55435
952-885-9088
Fax: 952-887-2949
dana@birchwoodfp.com
Investment Planning
Asset Management
Brice
Mindful Asset Planning
14530 Pennock Avenue
Apple Valley, MN 55124
651-226-0483
mark@mindfulplanning.com
Mark
M
Member Since
December 2009
Brown
Lauren
Transamerica Financial Advisors
6701 Penn Ave S, # 200
Richfield, MN 55423
612-824-1107
Fax:
laurenbrown@tfamail.com
Member Since
July 1998
W
Member Since
July 2015
Brown
CFP
Fax: 952-432-6705
Member Since
October 2010
Briel
Chloe
Mark
Aon Private Risk Management
5600 West 83rd St, 8200 Twr, #1100
952-807-0628
Fax: 312-381-0532
Mark.M.Brown@aon.com
Property Casualty Insurance
Commercial Insurance
Brown
Greenwald Wealth Management
115 Second Ave S, #1304
651-236-0740
Fax:
chloe.briel@gmail.com
Eric
Raymond James Financial Services
101 NW Second St
Pipestone, MN 56164
Fax:
eric.brockberg@raymondjames.com
6324 Wilryan Avenue
Edina, MN 55439
952-201-1483
kathleen.broich@gmail.com
Member Since
April 2012
Brown
Thomas R. Brown, CFP
300 Eagle Ridge Cir
Burnsville, MN 55337
952-895-5354
brown300@comcast.net
CFP
Kathleen
Thomas
Fax:
R.
CFP
Fax: 952-895-0112
Member Since
December 2004
Brown
Member Since
March 2016
June 1, 2016
Member Since
January 1998
Richard
Member Since
November 2011
Broich
M
952-844-0995
Fax: 952-844-0996
Richard.Brown@JNBA.com
Member Since
November 2015
Brockberg
R.
Securian Financial Services, Inc.
CFP
4200 Princeton Avenue
651-665-1625
Fax: 651-665-7307
jayrobertbrown@gmail.com
Brown Wealth Management
12100 Singletree Ln, Ste 177
952-303-6715
tim@brownwealth.com
Retirement Planning
Asset Allocation
Minnesota Chapter
Timothy
B
CFA, CFP, MBA
Fax: 952-746-1366
Member Since
January 2002
Page 8
Bruce
Richard
R
Bunin
CFP
3310 Hazelwood West
612-303-3151
Fax: 612-303-3793
rickbruce957@gmail.com
Asset Allocation
Asset Management
Market/Investment Trends
Bruner
Valtinson-Bruner FInancial
2451 15th St NW, Ste A
New Brighton, MN 55112
651-233-2387
rob@valtinsonfinancial.com
Robert
Member Since
March 1988
J
Richard
Richard D Bunin Law Offices
JD
Metropoint Twr #1670/600 Hwy 169
952-544-2345
Fax: 952-593-2508
rbunin@buninlaw.com
Estate Planning
Trusts
Tax Planning
Burnett
7101 York Ave S, #330
Edina, MN 55435
952-921-3371
marie.a.burnett@ampf.com
CFP, ChFC
Fax:
Marie
Cahill Financial Advisors, Inc.
7300 Metro Blvd., Suite 625
Edina, MN 55439
952-926-1659
james@cahillfa.com
James
W
Member Since
January 2006
Cassidy
Fax: 952-926-0063
Christy
A
Fax:
Member Since
September 1993
James
Member Since
April 2008
Bush
CFP
Buchanan
W
Alexander
Munkeby Kramer
CFP
6 Tenth Ave NE
Hopkins, MN 55343
952-474-6933
Fax:
Alexander.Bush@siionline.com
Retirement Planning
Bushard
Appletree FInancial Network
952-853-1235
Fax:
jbuchanan@appletreefn.com
Bell State Bank & Trust
PO Box 9798
Fargo, ND 58106
701-451-3059
mbushard@bellbanks.com
329 Liberty Lane
Fargo, ND 58047
701-451-3103
jamiebucholz@yahoo.com
Jamie
Fax:
Member Since
April 2014
Bye
Robert
Eide Bailly Financial Services
CFP
4310 17th Ave S, PO Box 2545
Fargo, ND 58108
701-476-8430
Fax: 701-476-8782
robert.bye@securitiesamerica.com
CFP
Fax:
Member Since
September 2013
Buck
Charles
P
Member Since
December 2006
Cadle
Buck Financial Advisors
CFP
9733 Wellington Ridge
Woodbury, MN 55125
651-330-3585
Fax: 651-204-2109
charles@buckfinancial.com
Member Since
Retirement Planning
September 2003
June 1, 2016
Member Since
July 2009
Matthew
Member Since
October 2002
Bucholz
M
CFP
1200 IDS Center, 80 South Eighth Street
612-904-6221
Fax: 612-904-6271
cassidy@riverbridge.com
Member Since
November 2002
Bubolz-Earley
3173 Town Road 8
Intern'l Falls, MN 56649
218-283-9589
earley@frontiernet.net
Education
Budgeting
Debt Management
A
Fax: 952-921-3372
Burns
CFP
Bubolz
Member Since
July 1993
CFP
Member Since
May 2015
Bryan
D
Leslie
CFP
7601 France Avenue South, Ste 600
Edina, MN 55435
952-374-5501
Fax: 952-837-1133
leslie.g.cadle@ampf.com
Asset Allocation
Life Insurance
Minnesota Chapter
G
Member Since
May 1996
Page 9
Calhoun
Sharon
L
Carriar
Vector Wealth Management
CFP, ChFC
9520 87th St S
Cottage Grove, MN 55016
612-378-7560x204
Fax: 612-379-4895
scalhoun@vectorwealth.com
Member Since
Retirement Planning
September 2004
Callahan
Robert
Callahan Financial Planning CorporationCPA/PFS, CFP
1000 Radio Drive, Suite 100
Woodbury, MN 55125
651-714-0323
Fax: 651-714-0422
robertcallahan@comcast.net
Insurance
Campbell
Canning
L
Matthew
Fax: 952-442-4085
Member Since
March 1999
Brian
Member Since
October 1998
T
Member Since
January 2016
Carruth
CFP,CLU, ChFC, CPCU
Fax:
C
Ryan
Shavlik Financial Services
CFP
1865 W. Wayzata Blvd. #206
Long Lake, MN 55356
952-473-8300
Fax: 952-473-3800
ryan@shavlikfinancial.com
Mortgage Planning
Tax Preparation
Cassidy
Wilkerson Guthmann & Johnson, Ltd. CFP, CPA, MBT
1210 W County Rd E Ste 100
St Paul, MN 55112
651-767-1628
Fax: 651-297-6929
gcarlson@wilkersoncpa.com
ROR Tax Professionals
4500 Park Glen Road, #425
612-822-7177
mikec@rortax.com
Michael
Marilyn
D
Member Since
January 2010
George
901 N 3rd St, #195
Fax:
alec.catsuros@brightpeakfinancial.com
Member Since
March 2006
Carpentier
MRK Financial Solutions
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
mikec@mrkfs.com
Michael
J
Member Since
September 2015
Caverly
Bond & Devick
600 South Hwy 169, #875
651-335-9416
Rcaverly2@yahoo.com
Fax: 763-541-8404
Member Since
April 2004
June 1, 2016
D
Fax:
Catsuros
Wells Fargo Private Wealth Group
CFP
14441 Hollow Park LN
612-316-2250
Fax: 612-667-4727
Marilyn.D.Carman@wellsfargo.com
Member Since
January 2008
CFP, ChFC
Member Since
October 2002
Carman
J
CFP
Perceptive Edge Investment
PO Box 604
Wayzata, MN 55391
952-476-2770
Fax:
brian.carrington@perceptive-edge.com
Charles
Gregory
611 Summit Ave, Ste 2
Detroit Lakes, MN 56501
952-442-4123
matthew.j.carrier@ampf.com
Retirement Planning
Mutual Funds
Asset Allocation
Carrington
Member Since
March 2001
Carlson
G
Member Since
March 2001
Carrier
Member Since
July 2001
Michelle
Callahan Financial Planning CorporationCFP
1000 Radio Dr, Ste 100
Woodbury, MN 55125
651-714-0323
Fax: 651-714-0422
mcampbell@cfpcorp.net
Estate Planning
TIAA
3718 21st St S
Fargo, ND 58104
701-715-2726
flclmn@gmail.com
J.
Barclay
Johnson, Carriar, Kruchten, Anderson & CFP,
Assoc
AAMS, CRPC,AWMA
1765 Roosevelt Rd
St Cloud, MN 56301
320-654-6715
Fax: 320-252-5549
Barclay.G.Carriar@ampf.com
Minnesota Chapter
Robert
Fax:
Member Since
May 2014
Page 10
Cerney
Del
Martin Financial
4815 Quantico Lane North
Plymouth, MN 55446
763-694-0234
Fax:
cerney.del@gmail.com
Cash Management and Budgeting
Insurance
Chase
Clark
Rachelle
D
Ameriprise Financial Advisors
1907 Wayzata Blvd, #350
Wayzata, MN 55391
952-449-6693
mark.d.cheeley@ampf.com
Asset Allocation
Retirement Planning
Qualified Plans
Mark
D
Merrill Lynch
225 South Sixth Street, Ste. 4400
612-349-7962
Fax:
kathy_Chen@ml.com
Member Since
December 1996
Kathy
K
Austin
Franke/Colby Financial Group
CFP
14850 Scenic Heights Road #100
952-937-9423
Fax: 952-448-9427
Austin.Colby@RaymondJames.com
Asset Allocation
Retirement Planning
Investment Planning
Comer
RFC, CFP
Member Since
February 2003
Chen
Earl
Yilin
John
Waddell & Reed
10219 36 Place North
Plymouth, MN 55441
651-200-4144
Fax:
john@jcomerconsulting.com
Marketing for Financial Planners
Business Planning
Retirement Planning
Conrad
Minnesota State University, Mankato
150 Morris Hall
Mankato, MN 56001
507-389-5336
Fax:
yilin.chen@mnsu.edu
M
Member Since
January 1994
Peter
7016 Mark Terrace Drive
Edina, MN 55439
612-306-6875
pcaa.conrad@gmail.com
J
Fax:
Trever
Member Since
May 2010
Contag
Theodore
E
Thrivent Financial
CFP
7760 France Avenue S., Suite 710
Edina, MN 55435
952-475-9700
Fax: 952-938-2388
ted.contag@thrivent.com
Member Since
October 2012
David
Member Since
March 2006
Coombs
JNBA Financial Advisors
952-452-3270
Fax:
david.christianson@jnba.com
Cheryl
J
CliftonLarsonAllen Wealth Advisors, LLCCFP, CPA
612-376-4520
Fax: 612-376-4600
cheryl.coombs@claconnect.com
Member Since
September 2014
June 1, 2016
Member Since
August 2003
CFP
Freedom Financial Partners LLC
6701 Upper Afton Rd, Ste 101
Woodbury, MN 55125
651-797-3532
Fax:
trever@ffpforme.com
Christianson
B
CFP
Member Since
August 2010
Christian
H
Hellmuth & Johnson, PLLC
JD
8050 W. 78th St.
Edina, MN 55439
952-460-9242/9255
Fax: 952-941-2337
ecohen@hjlawfirm.com
Estate Planning
Member Since
Financial Reorganizations
November 1993
Colby
Fax: 763-494-0590
Chen
Member Since
June 2005
Cohen
Member Since
January 1994
L
CFP
Member Since
March 2008
Rose Chase Financial
CFP
7900 Xerxes Avenue S #910
952-896-3400
Fax: 952-896-3401
shelli@rosechase.com
Specific Individual Financial Planning
Cheeley
Shannon
Wilkerson Resource Advisors
1210 West County Road E, Suite 100
Arden Hill, MN 55112
651-767-1615
Fax:
sclark@wilkersonadvisors.com
Minnesota Chapter
Member Since
September 2007
Page 11
Coplan
Jeff
Jeffrey Coplan
14850 Scenic Heights Road, #100
952-937-5003
Fax:
jeff.coplan@integritywealth.com
Estate Planning
Retirement Planning
Cosgriff
Cyberski
Susan
Member Since
January 2008
Matt
Member Since
April 2001
Dahl
Lifewise powered by BerganKDV WealthCFP
Manage
3800 American Blvd, Ste 1000
952-212-5676
Fax:
mcosgriff@kdv.com
Dahl Recruiting, LLC
20 2nd Street NE, Unit 1703
612-812-7108
craig@dahlrecruiting.com
Craig
CFP
Fax: 612-340-6791
Member Since
September 2014
Coughlan
Thrivent Financial
625 Fourth Ave S
612-844-4375
lisa.coughlan@thrivent.com
Lisa
Member Since
May 2009
Daline
601 Carlson Pkwy, #500
952-476-3755
david.daline@rbc.com
Fax: 612-671-4749
David
CFP
Fax: 952-476-3750
Member Since
August 2011
Cozad
Douglas
D
Stifel Nicolaus & Co.
60 South 6th St., Suite 3000
612-455-5861
jcrenna@stifel.com
Retirement Planning
Investment Planning
Annuities
James
A
Fax: 612-455-5600
Member Since
October 1986
Kathryn
M
4719 West Wind Trail
Eagan, MN 55122
651-503-7851
Fax: 651-735-5881
kdaloia@comcast.net
Retirement Planning
Lynn
CLTC
563 Bielenberg Drive, Suite 245
Woodbury, MN 55125
651-379-3933
Fax: 651-379-3951
ldaly@focusfinancial.com
Retirement Planning
Davis
Fax:
Gregg
M
R
Member Since
February 1999
Member Since
February 2015
Deal
MorganStanley Wealth Management, LLC
CFP
345 St. Peter Street, 1800 Landmark Twr
St Paul, MN 55102
651-215-8468
Fax: 651-215-8408
gregg.m.cummings@morganstanley.com
Brian
Stevens Foster Financial Advisors
CFP
7901 Xerxes Avenue South, #325
952-843-4222
Fax: 952.843.4223
briand@stevensfoster.com
Member Since
January 2003
June 1, 2016
Member Since
March 2005
Christopher
Thomas
Member Since
April 2005
Cummings
P
Federated Investors
929 Portland Avenue, Unit 1510
612-209-2838
Fax:
CTDavis@federatedinv.com
379618114501002
CFP
16730 43rd Ave N
Plymouth, MN 55446
612-281-9185
katie_jeff2@comcast.net
Karen
CFP
Daly
CFP
Cullen-Huebschen
Member Since
March 2004
D'Aloia
Accord Financial Strategies, Inc.
CFP/MBA
945 Highway 169 North
Plymouth, MN 55441
952-449-4412
Fax: 952-746-9079
dougcozad@gmail.com
Qualified Plans
Member Since
Retirement Planning
Asset Management
November 1991
Crenna
M
CETERA Advisor Networks, LLC
CFP
6100 Uptown Blvd. NE, #610
Albuquerque, NM 87110
505-293-1923
Fax: 505-271-5788
cyberskis@ceteranetworks.com
Minnesota Chapter
Member Since
June 2015
Page 12
Does your BD/RIA have you feeling like a
pawn or a king?
All BDs/RIAs are 90% the same.
The 10% difference is 100% of the reason you should partner with us.
Gradient Securities is a marketing company that happens to be a BD/RIA. We provide unique
branding opportunities, marketing and back office support.
Instantly access our COMPLIMENTARY guide
“How to Successfully Transition BDs” at
www.transitiontogs.com
866.991.1539
®
Jeff Foley, CFP , MSM
President, Gradient Securities, LLC
651.621.8248
GRADIENT
SECURITIES, LLC
Member FINRA/SIPC.
www.gradientsecurities.com
For financial service professional use only. Please call for details. Securities and investment advisory services offered through Gradient Securities, LLC (Arden
Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the
d.b.a of Gradient Wealth Management.
Dean
Mark
B
Dettmann
625 - 4th Ave. S
612-340-6818
Fax: 612-340-6482
mark.dean@thrivent.com
Northwestern Mutual
1191 Northland Dr, Suite 150
715-441-0175
dave.dettmann@nm.com
Dave
CFP
Fax:
Member Since
March 2009
DeBaere
Bremer Wealth Management
612-373-4242
ksdebaere@bremer.com
Kimberly
Devick
CFP
Fax: 612-371-0122
Member Since
September 2009
Decker
Richard
Think Investment Services
5200 Members Pkwy NW
Rochester, MN 55901
507-536-6024
Fax:
rdecker@thinkinvestmentservices.com
Member Since
September 2014
Richard
Bond & Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
rj@bondanddevick.com
Retirement Planning
Tax Planning
Devitt
Carol
Larry
R
952-905-5013
sdeichert@bellbanks.com
Sean
Hallett Financial
505 Highway 169 N., Suite 100
952-449-9269 x633
drew@hallettfinancial.com
Drew
Fax: 952-449-9264
Member Since
December 2010
Dickerson
Thrivent Financial
18538 Exodus Ave
612-340-8037
matt.dickerson@thrivent.com
Fax:
Matthew
Jeff
Fax:
Member Since
August 2003
Dickinson
CFP
505 North Hwy 169, #900
Plymouth, MN 55441
763-417-1420
Fax: 952-249-5113
jdekko@wealthenhancement.com
MPPL Financial
202 Third Ave
Proctor, MN 55810
218-628-3135
kdickinson@mpplplan.com
Kyle
CFP
Fax:
Member Since
March 2004
Delaney
Matthew
Member Since
September 2014
June 1, 2016
Member Since
June 2012
Dillon
CliftonLarsonAllen
220 S 6th St, #300
612-376-4702
Fax:
matthew.delaney@claconnect.com
M
ChFC, CFP
Member Since
August 2015
Dekko
R
Member Since
January 2005
DeWitt
DeGraaf Financial Inc
CFP/ChFC/CLU/CSA
P O Box 7396
St Cloud, MN 56302
320-251-6968
Fax: 320-202-8505
larry@degraaffinancial.com
Retirement Planning
Member Since
Qualified Plans
Employee Benefits Planning
June 2000
Deichert
Member Since
January 1997
Baker Tilly Virchow Krause, LLP
CFP, CPA
225 S 6th St, #2300
952-351-4663
Fax: 952-835-5845
carol.devitt@bakertilly.com
CFP
Member Since
March 2013
DeGraaf
J
Julie
Dillon Financial Group
CFP
11610 Andrew St
Brainerd, MN 56401
218-829-0356
Fax: 866-883-9129
jdillon@moneyconcepts.com
Investment Planning
Retirement Planning
Minnesota Chapter
A
Member Since
May 2000
Page 13
Dinzeo
Summit Hill
8935 Highway 5, Suite 1
Lake Elmo, MN 55042
952-905-9119
paul@summithilltrustee.com
Paul
J
Downes
Joseph
Laurel Wealth Planning
Edina, MN 55435
952-854-6250
Fax:
joe.downes@laurelwealthplanning.com
CFP, CPA
Fax:
Member Since
July 2015
Dobrzynski
Philip
W
Drayton
ADoby Capital Management, LLC
CFP, CPA, MBA, CFA
10790 McCool Drive West
612-382-1117
Fax: 612-904-6250
phild@adobycapital.com
Asset Management
Member Since
Investment Planning
August 2000
Dobson-Totten
7300 Metro Blvd, Ste 625
Edina, MN 55439
952-926-1659
crystal@cahillfa.com
Member Since
December 2014
Crystal
Jeffrey
Thrivent Financial
701 Xenia Avenue South, Suite 550
612-916-6428
Fax:
jeffrey.drayton@thrivent.com
Member Since
October 2013
Droegemueller
Donald
Peak Financial Consulting
1650 West 82nd Street, #1200
952-303-8202
Fax:
donald.droegemueller@lpl.com
Fax: 952-926-0633
CFP
CFP
Member Since
May 2013
Doran
1554 Hobe
White Bear Lake, MN 55110
651-690-1506
mpdoran@comcast.net
Michael
P
Droegemueller
Fax: 651-696-5131
Member Since
August 2009
Dornbush
Darold
St Paul, MN 55102
651-286-4729
Fax:
dddornbush@aol.com
D
Randy
CFP
5775 Wayzata Blvd., Suite 880
763-367-7980
Fax: 763-367-7981
Randy.G.Doroff@ampf.com
Retirement Planning
Doroff
Fathom Advisors
763-367-7980
todd.p.doroff@ampf.com
G
C
Member Since
July 2003
Ellen
Rossi Dubuque Breckenridge, LLC
JD/CFP
612-870-9630
Fax: 612-870-1200
ellendubuque@gmail.com
Retirement Planning
Investment Planning
Dufresne
C
Member Since
October 1998
Thomas
Ameriprise Financial Advisors
CFP/CPA
1850 Austin Rd, #104
Owatonna, MN 55060
507-444-0901
Fax: 507-444-0721
thomas.g.dufresne@ampf.com
Member Since
July 2000
Todd
Member Since
December 1999
Dunkel
CFP
Fax:
Member Since
July 2013
June 1, 2016
Ford
Peak Financial Consulting
CFP
1650 West 82nd Street, #1200
952-303-8200
Fax:
ford.droegemueller@lpl.com
Estate Planning
Retirement Planning
Dubuque
CFP
Member Since
June 2000
Doroff
Member Since
November 2015
Thrivent Financial
8641 Quarry Ridge LN unit B
Woodburry, MN 55125
612-844-4283
j.dunkel2011@comcast.net
Estate Planning
Retirement Planning
Asset Management
Minnesota Chapter
Jeff
R
CFP, CLU, ChFC, CTFA
Fax: 612-844-8036
Member Since
May 1990
Page 14
Dunn
Richard
Dunncreek Advisors
701 Fourth Avenue South, Suite 1500
612-436-3770
Fax:
rdunn@dunncreekadvisors.com
Eichten
Richard
Legacy Private Wealth Group
4400 W 78th Street, Suite 510
952-446-7800
Fax:
richard.d.dworsky@ampf.com
Individual Insurance
Retirement Planning
Eaton
D
626 E. 58th St.
612-202-9418
Fax: 612-395-3915
roberteichten@comcast.net
Estate Planning
Eide
101 E First Street
Chaska, MN 55318
952-448-6455
erik.k.eide@ampf.com
CFP/CLU/CRPC
N
Fax:
Member Since
September 2014
El-Gamal
Cornerstone Wealth Advisors, Inc.
CFP
5201 Eden Ave South, Suite 135
Edina, MN 55436
952-920-3900
Fax:
andrea@cornerstonewealthadvisors.com
Ghada
Fortune Financial
10261 Yellow CIrcle Drive
Hopkins, MN 55343
952-908-2508
bobby.ebert@fortunefin.com
Robert
Member Since
December 2007
Elling
Jordan
612-376-4642
Fax: 612-376-4850
Jordan.Elling@claconnect.com
Fax:
Member Since
February 2016
Ecker
Jenna
Member Since
October 2014
Ellingson
CliftonLarsonAllen
612-397-3353
Fax:
jenna.ecker@claconnect.com
Member Since
January 2014
Eder
Brian
Byron
G
CFP, AIF, PRP, AWM
2064 Superior Dr NW
Rochester, MN 55901
507-536-2018
Fax: 507-288-7913
byron.ellingson@rbc.com
Financial Planning
Member Since
Company 401k's
Individual Retirement Planning
October 2000
Elmtalab
Northwestern Mutual
8530 Eagle Point Blvd, Ste 200
Lake Elmo, MN 55402
Sahand
CFP, CLU
901 Marquette Ave, Ste 2600
952-698-7029
selmtalab@financialguide.com
Fax:
brian.eder@nm.com
Fax:
Member Since
September 2011
Ehleringer
Echelon Wealth Partners
4115 26th St NW, Suite 100
Rochester, MN 55901
507-281-4341
Fax:
randall.d.ehleringer@ampf.com
Randall
D.
Member Since
June 2008
Elsberry
Northern Plains Financial
527 DeMars Ave
Grand Forks, ND 58201
701-314-1166
mike1@1stallied.com
CFP
Member Since
August 2015
June 1, 2016
M
Transamerica Retirement Management CFP
408 St. Peter Street, #230
St Paul, MN 55102
651-286-4729
Fax: 888-247-2122
ghada.elgamal@transamerica.com
Member Since
December 2004
Ebert
Member Since
August 1984
Erik
Member Since
March 1993
Andrea
W
CFP PFS
Member Since
April 2011
Dworsky
Robert
AIF, AAMS
Minnesota Chapter
Michael
T
CFP
Fax:
Member Since
May 2016
Page 15
Elston Brondell
Jennifer
Trust Point Inc.
43 Main Street S.E., Suite 214
612-339-2343
Fax:
jelstonbrondell@trustpointinc.com
J
Erpenbach
JD
Member Since
January 2016
Emswiler
Caroline
WEALTH Financial Consultants, Inc.
CFP
15830 Venture Lane
952-294-4921
Fax: 952-937-7605
cee@wealthfinancial.net
Retirement Planning
Asset Management
Stock Options
Eng
E
Estes
Estes Law Firm P.A.
4741 Fremont Ave S
612-827-2000
don@esteslaw.com
Barbara
Flourish Wealth Management
1431 Bayard Ave
St Paul, MN 55116
952-841-2251
tjecht@gmail.com
Tyler
Member Since
September 2014
Ronald
E.
Quantitative Advantage
CFP
10400 Yellow Circle Drive, Suite 303
952-253-1099
Fax: 952-944-5789
revans@qaglobal.net
Member Since
Tax Preparation
December 2002
Evans Jr.
Robert
L
CFP
2322 Taft Street NE
612-781-5790
the.evans4@gmail.com
Fax:
Fax:
Member Since
April 2012
Ensrud
Bruce
A
Member Since
January 2016
Falck
CFP, CHFC, CLU
5500 Wayzata Blvd, # 1480
952-475-9700
Fax: 763-595-9424
bruce.ensrud@thrivent.com
Falck Financial Services
PO Box 530
Northfield, MN 55057
507-645-2993
rfalck@falckfinancial.com
Richard
Epple
Richard
Aurochs Financial Group
CFP
15600 Wayzata Blvd, # 100
Wayzata, MN 55391
952-470-5049
Fax: 952-470-1062
Rick@aurochsfinancial.com
Middle Income Client Needs
Retirement Planning
Ericson
Wells Fargo Private Bank
900 E Wayzata Blvd, Mezzanine Level
Wayzata, MN 55391-1836
612-466-5874
Fax:
kenneth.b.ericson@wellsfargo.com
Kenneth
Fax: 507-645-6637
Member Since
March 2006
Falk
Rebecca
UBS Financial Services
8500 Normandale Lake Blvd, Ste 210
952-921-7958
Fax:
becky.b.falk@ubs.com
CFP
Member Since
February 2002
B
Member Since
December 2012
Faust
Wipfli Hewins Investment
3601 Phillips Pkwy, #431
507-581-1541
faus0091@d.umn.edu
CFP
J.
CFP, ChFC, CLU, MBA
Member Since
June 2002
Member Since
May 2010
June 1, 2016
D
Fax:
Evans
Member Since
February 2013
Member Since
January 2008
Robert
Member Since
April 2000
612-671-5530
Fax:
Barbara.eng@ampf.com
Engbrecht
Michael
Waddell & Reed, Inc.
CRPC
2618 - 17th Ave East
North St Paul, MN 55109
651-200-4144
Fax: 651-483-0055
mike@wradvisors.com
Funding Education
Retirement Planning
Minnesota Chapter
Blake
Fax:
Member Since
April 2012
Page 16
Sit Mutual Funds
Platinum Partner
Stock Funds
Developing Markets Growth
Small Cap Growth
International Growth
Mid Cap Growth
Large Cap Growth
Small Cap Dividend Growth
Global Dividend Growth
Dividend Growth
Balanced
Bond Funds
Minnesota Tax-Free Income
Tax-Free Income
Quality 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.
Fedor
Mullen & Guttman
6600 France Ave S, Suite 210
Edina, MN 55435
612-756-7276
kat@mullenguttman.com
Kathleen
Finkelstein
Fax:
Member Since
August 2014
Fee
Ellen
BGM TruNorth
4470 West 78th Street Circle, #200
952-844-2515
Fax:
efee@bgmtrunorth.com
Steven
Sterling Retirement Resources, Inc.
CFP
8401 Golden Valley Road, Suite 225
763-762-3400
Fax: 952-224-7179
scf@sterlingretirement.com
Asset Allocation
Estate Planning
Fischer
10626 Sherman Dr
612-671-4615
dean.ferkinhoff@ampf.com
Dean
J
Kelly
Member Since
January 2014
Fischer
Plan for Life
2320 Parklands Road
612-210-8326
mark@plan-4-life.com
CFP
Fax: 612-671-8028
Mark
Waddell & Reed
2 Carlson Pkwy N, #110
Plymouth, MN 55447
763-593-0649
benhur_f@hotmail.com
Benhur
Fax:
Member Since
October 2015
Feterl
Andrew
R
Stephen
Member Since
June 2001
Janice
Affiance Financial, L.L.C.
600 Hwy 169 S, #1950
952-253-2563
andy@affiancefinancial.com
Risk Management
Financial Planning
Andrew
Child Lake Investments, LLC
7461 Merrimac Lane N
714-742-6557
scott.fjellman@gmail.com
Fax:
janicefier@gmail.com
Fax: 952-544-5524
Member Since
October 2001
Scott
Jeanna
June 1, 2016
Member Since
September 2015
Flanery
Cahill Financial Advisors
CFP
7261 Ohms Lane
Edina, MN 55439
952-926-1659
Fax: 612-455-6901
jeanna@cahillfa.com
Member Since
Retirement Planning
November 2008
R
Fax:
Member Since
March 2015
Fifer
B
CFP, MBA
Fjellman
13020 Welch Trail
Welch, MN 55089
H
FactRight, LLC
CFP/CPA
10125 Crosstown Circle, Suite 300
847-805-6247
Fax: 612-338-0798
steve@factright.com
Asset Allocation
Member Since
Asset Management
Investment Planning
November 1999
Fishman
Bond & Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
andy@bondanddevick.com
Fier
Member Since
November 1998
Fischer
Fax:
S
CFP/CLU
Member Since
April 2000
Fernandes
Member Since
May 2000
CFP
505 N. HWY 169, Suite #900
Plymouth, MN 55441
952-249-7024
Fax: 952-249-7034
kfischer@wealthenhancement.com
CFP
Member Since
October 2010
Ferkinhoff
C
Jeff
Cambria Mortgage
11000 W 78th St, #300
612-240-9517
Fax:
jeff.flanery@Cambriamortgage.com
Minnesota Chapter
Member Since
June 2014
Page 17
Fleischauer
Alan
E
Freeman
Fleischauer Financial Management
ChFC, CLU, CFP, RICP
11100 Wayzata Blvd, Ste 161
952-975-1787
Fax: 952-277-4301
afleischauer@comcast.net
JRA Financial
3917 Sunset Rd N
Brooklyn Park, MN 55443
763-607-6294
freewags@aol.com
Nancy
Fax:
Member Since
August 2003
Flom
Sandra
Cambridge Investment Research
CFP/CPA
14 Third Street NE Suite A
Faribault, MN 55021
507-333-3973
Fax: 507-334-2817
sandy@faribaultcpa.com
Retirement Planning
Mutual Funds
Tax Planning
Foley
L
Member Since
November 1995
Frey
State Farm Insurance
1285 Northland Dr
651-249-6970
jill.frey.j2dg@statefarm.com
Jill
ChFC, CASL
Fax:
Member Since
March 2000
Jeffrey
Member Since
July 2011
Friedges
Gradient Financial Group
CFP, MSM
4105 Lexington Ave N. Ste #380
Arden Hills, MN 55126
866-991-1539
Fax: 651-379-8040
Stacy
8500 Normandale Lake Blvd., #450
952-844-0995
Fax:
stacy.friedges@jnba.com
CFP
Member Since
April 2013
Fox
John
CFP, ChFC
7820 Terrey Pine Court, Suite 200
952-646-1623
Fax: 952-646-1601
john.n.fox@ampf.com
Investment Planning
Retirement Planning
Estate Planning
Frane
Bradley
Midwest Secure Retirement Specialists
16481 77th Circle North
612-281-6217
Fax:
bfrane@comcast.net
N
Member Since
July 2011
Fritschel
Member Since
August 1996
J
James
Windsor Financial Group, LLC
CPA, CFP
225 South 6th St, Suite 3800
612-347-7986
Fax: 612-347-7983
jfritschel@wfgweb.com
Comprehensive Fin'l Planning
Investment Planning
Tax Planning
Fruechte
Olson Wealth Group
16410 - 39th Ave N
763-226-9717
fruechtekb@gmail.com
CLU ChFC
Katie
Fax:
Member Since
December 2014
Frye
Everest Financial Group
10680 Hamshire Ave S, #114
Larson Allen Financial
220 S 6th St., Ste 300
612-376-4533
afrye@larsonallen.com
Fax:
cyclo.katieg@hotmail.com
Andrew
Aaron
D
Fax: 612-376-4600
Member Since
March 2006
Fulton
408 St. Peter Street, Suite 230
St Paul, MN 55102
651-286-4718
Fax: 888-247-2137
aaron.fredrickson@transamerica.com
Aaron
Honkamp Krueger Financial Services CFP
13911 Ridgedale Drive, Suite 330
952-831-2200
Fax: 952-831-2201
afulton@hkfs.com
Member Since
December 2007
June 1, 2016
J.
CFP, CPA
Member Since
September 2015
Fredrickson
Member Since
February 2002
Kevin
Member Since
November 2009
Frazier
W
CFP
Minnesota Chapter
Member Since
January 2006
Page 18
Fure
Johannes
Getchell
Fure Financial Corporation
CFP
Bloomington, MN 55437-3822
952-944-8250
Fax: 952-944-8252
jcfure@furefinancial.com
Greg
Amada Senior Care
1043 N Shore Drive
Forest Lake, MN 55025
763-307-9138
Fax: 763-307-3365
Greg.g@amadaseniorcare.com
Member Since
September 1997
Gabriel
Ameriprise Finl Advisors
3200 Main St. NW, #320
Coon Rapids, MN 55448
763-421-8659
mark.a.gabriel@ampf.com
Mark
A
Gianoli
CFP
Fax: 763-208-0948
Member Since
March 2006
Gaffaney
FedStar Financial, LLC
1814 Alta Vista Drive
Roseville, MN 55113
651-602-7814
gaffaney@gmail.com
Investment Planning
Retirement Planning
Asset Allocation
David
W
Total Wealth Care
PO Box 365
Cannon Falls, MN 55009
507-263-3539
denny@totalwealthcare.com
Retirement Planning
Mutual Funds
Tax Planning
Giefer
The Johnston Group
121 S. 8th Street, Ste 1111
612-337-5030
mike@thejohnstongroup.com
CFP
Fax: 651-602-7825
Dennis
Melissa
Fax: 507-263-3599
Member Since
December 1993
Michael
JD, CFP
Fax: 612-337-5070
Member Since
March 2016
Gieschen
Amelia
Sterling Retirement Resources
8401 Golden Valley Road, Suite 225
763-762-3400
Fax: 952-224-7179
arg@sterlingretirement.com
Fax:
Member Since
November 2015
Garmaker
612-839-6146
Fax:
jeanette.f.garmaker@ampf.com
Jeanette
Kristin
Tapestry Wealth Consultants
CFP
331 East 53rd St.
651-592-5474
Fax: 952-563-1213
kristin@tapestrywealth.com
Estate Planning
Gehle
Roxane
L
Member Since
June 2001
T
Kathryn
A
Gigler Financial Services
CFP, ChFC
12512 A Leyte St NE
Blaine, MN 55449
612-436-3787
Fax: 612-313-7516
kathrynag@isd.net
Planning for Small Business Owners
Member Since
Employee Benefits
Financial Planning for Individuals
November 1999
Gilbertson
Steve
Accredited Investors, Inc
CFP
315 Turners Crossroad S.
952-841-2241
Fax: 952-841-2223
steve@accredited.com
Member Since
Retirement Planning
September 2007
Gillespie
Merrill Lynch
CFP
315 Lake St E, Suite 200
Wayzata, MN 55391
952-404-5933
Fax: 952-471-1122
roxane.gehle@ml.com
Retirement Planning
Member Since
Asset Management
September 1998
June 1, 2016
Member Since
October 2012
Gigler
CFP
Member Since
May 2012
Garrett
B
CFP, CPA
Member Since
June 2001
Garcia
930 Wert Road
Hudson, WI 54016
612-629-9673
Melissa.Garcia@rsmus.com
Member Since
March 2016
3515 Plymouthh Blvd., #204
Plymouth, MN 55447
763-543-5183
wendy.l.gillespie@ampf.com
Minnesota Chapter
Wendy
L
CFP
Fax: 763-231-4141
Member Since
March 2006
Page 19
Ginkel
Chris
Goedtke
CFP
625 4th Ave. South
612-340-8401
Fax: 612-340-8076
chris.ginkel@thrivent.com
Member Since
July 2005
Gislason
Scott
Gonzalez
2701 University Avenue South East
612-617-6159
Fax: 612-256-3159
Scott.Gislason@northstarfinancial.com
Member Since
April 2010
Glasheen
Fidelity Investments
11450 Wayzata Blvd
801-699-6053
william.glasheen@fmr.com
James
Investors Choice Financial Services
CEO, RFC, CSA
2648 Broadway Avenue
Slayton, MN 56172
507-836-8844
Fax: 507-836-8898
jim@investors-choice.com
Post Retirement Planning
Retirement Planning
Market/Investment Trends
William
Alexander
CFP, FIC, CLTC
5270 West 84th Street, Suite 255
952-358-3450
Fax: 952-358-3444
alex.gonzalez@thrivent.com
Elder and Long-Term Care Planning
Special Needs Planning
Good
Jason
Fax:
Member Since
May 2008
BGM TruNorth
1099 Helmo Avenue North, Suite 230
Oakdale, MN 55128
651-735-5878
Fax:
tgleason@bgmtrunorth.com
Travis
Melissa
Leota
Leota Goodney CPA, PA
CFP CPA
319 Division St. S, PO Box 347
Northfield, MN 55057
507-663-0861
Fax: 507-663-1253
lgoodney@leotagoodneycpa.com
Tax Planning
Retirement Planning
Goshert
Capital Management Associates
7900 Xerxes Ave S, 500 Wells Fargo Plaza
952-893-1200
Fax:
mglennie@cap-mgt.com
Securian Financial Services
400 Robert Street N., A5-7772
St Paul, MN 55101
651-665-7772
danica.goshert@securian.com
Danica
Joseph
Daryl
June 1, 2016
E
Member Since
March 1985
L
R
CFP, MBA
Fax: 952-997-1583
Member Since
April 2012
CarlaAnn
R
Member Since
November 2006
DRG Financial Services Inc
14051 Burnhaven Drive #120
952-892-1121
daryl@drgfinancial.com
Investors Choice Financial Services
RFC, CSA
2648 Broadway Avenue
Slayton, MN 56172-0028
507-836-8844
Fax: 507-836-8898
carla@investors-choice.com
Qualified Plans
Financial Planning for Women
Retirement Planning
P
Fax: 651-665-3565
Goughnour
Waddell & Reed
3601 Minnesota Drive, Suite 550
952-852-1310
Fax:
jgodfrey@wradvisors.com
Goedtke
Member Since
July 2008
CFP
Member Since
March 2016
Godfrey
J.
Member Since
January 2010
Goodney
CFP
Member Since
January 2012
Glennie
Member Since
March 1992
Intelligent Financial Strategies, LLC
CFA,CFP
10900 Wayzata Blvd Ste 820
952-941-2795 x12
Fax: 952-513-2048
jason@ifs-advisor.com
CFP
Gleason
D
Member Since
April 2000
Graber
Eric
Capital Strategies Financial Corp.
8053 Xerxes Avenue South
952-926-3000
Fax:
ecgraber@comcast.net
Member Since
April 1997
Minnesota Chapter
Member Since
September 2011
Page 20
“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
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
Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certifications, along with conferences, membership, publications, and research. If you are passionate
about lifelong learning and want to enhance your knowledge and skills around investment advice and wealth management, you belong at IMCA.
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.
Graf
Kevin
M
Groezinger
CFP
Edina, MN 55435
952-300-2330
Fax: 952-300-2301
kevin.m.graf@ampf.com
Member Since
Retirement Planning
December 2001
Grant
Derek
N
Debra
Stevens Foster Financial Advisors
CPA/PFS, CFP
7901 Xerxes Ave S, Suite 325
952-843-4212
Fax: 952-843-4213
debg@stevensfoster.com
Estate Planning
Retirement Planning
Tax Planning
Gruning
Grant Wealth Management Group
CFP
6261 Baker Road, Suite 202
952-934-3456
Fax: 507-625-3551
derekgrant@grantwmg.com
James
Thrivent Financial
629 W Central Entrance
Duluth, MN 55811
218-625-4007
stephen.green@thrivent.com
Stephen
C
Guncheon
Guncheon Financial, LLC
14451 Hwy 7, Ste 212
952-449-4467
kelly@guncheonfinancial.com
CLTC, FIC
Fax: 218-625-4022
Michael
Kelly
CRPS
Fax:
Member Since
February 2009
Gusick
CFP
612-671-4707
Fax: 612-671-4749
mike.r.greene@ampf.com
Kristy
Joel
M.D./CFP
1660 South Highway 100, Suite 270
952-641-7616
Fax: 952-426-3626
Joel@joelgreenwald.com
Planning for Physicians/Dentists
Financial Planning for Health Care Prof
Qualified Plans
Gries
Gerald
Grochowski
Member Since
May 1998
B
Fax: 763-595-7317
Member Since
November 1992
Joseph
L.
Member Since
July 1994
John
CPA/PFS, CFA, CFP
612-376-4855
Fax: 612-376-4690
john.gustavson@cliftonlarsonallen.com
Member Since
Tax Preparation
September 2007
Guyton
Member Since
November 2008
Michael
Focus Financial Network Inc
CFP
1000 Shelard Parkway, #300
952-591-9770x334
Fax: 952-591-9770
mgustafson@focusfinancial.com
Retirement Planning
Estate Planning
Qualified Plans
Gustavson
CFP ChFC
43 Main Street SE, #236
612-378-7560
Fax: 612-379-4895
jgrochowski@vectorwealth.com
June 1, 2016
Member Since
October 2012
Gustafson
CFP, AAMS
14110 46th Place North
Plymouth, MN 55446
763-593-1258
vjg.gries@comcast.net
Mutual Funds
Estate Planning
Investment Planning
L.
Professional Services Marketing
6110 - 27th Street N.
St Paul, MN 55128
651-348-6398
Fax:
kristy@psm-marketing.com
Member Since
August 2002
Greenwald
L
Member Since
November 2004
Member Since
June 2015
Greene
Member Since
March 2002
Gruning Financial, LLC
MBA, RFC
2005 Fountain Lane North, Suite 125
Plymouth, MN 55447
763-473-4294
Fax: 952-417-0786
jim@gruningfinancial.com
Member Since
July 2014
Green
A
Jonathan
T
Cornerstone Wealth Advisors, Inc.
CFP
Edina, MN 55436
952-920-3900x213
Fax: 952-920-9567
Jon@CornerstoneWealthAdvisors.com
Retirement Planning
Member Since
Asset Management
December 1994
Minnesota Chapter
Page 21
Guzek Montagne
Lisa
LPL Financial Services
CFP
3800 American Blvd West, #1400
952-853-2234
Fax: 952-853-2235
lisa.guzek@lpl.com
Asset Management/Allocation
Retirement Planning
Estate Planning
Haag
Ryan
Hagen
Hagen Financial Advantage
14811 Energy Way
St Paul, MN 55124
952-431-2224
luther.hagen@lpl.com
T
Fax:
Member Since
January 2009
Haglin
Travis
ApolloWorks Financial
383 Saint Albans St N
St Paul, MN 55104
651-335-0647
Fax:
apolloworksfinancial@gmail.com
ChFC, CLU, CFP
Member Since
June 1994
Ryan T. Haag CFP, CLU, ChFC
CFP/CLU/ChFC/RFL/ REBC/RHU
Edina, MN 55435
952-352-9245
Fax: 952-933-7589
ryan.haag@lfg.com
Member Since
Estate Planning
Investment Planning
August 2000
Haage
Luther
Michael
Thrivent Financial
625 - 4th Ave S
Fax:
Member Since
October 1996
Hahm
Nathanael
LifeSTAGE Wealth Management
11100 Wayzata Blvd., #510
763-542-8884
Fax:
nhahm@lifestagewealth.com
CFP
Jon
Ameriprise Financial, Inc
3900 Northwoods Drive, Suite 150
651-765-7028
Fax:
jon.w.hachfeld@ampf.com
W.
Member Since
October 2003
Haider
Anthony
Marc
Wilkerson Resource Advisors
CFP
1210 West County Road E, Suite 100
651-767-1616
Fax: 651-297-6929
mhadley@wilkersonadvisors.com
Retirement Planning
Tax Planning
Hagan
Patrick
CFP
8325 Wayzata Blvd Suite 100
763-543-5157
Fax: 612-525-0372
patrick.j.hagan@ampf.com
Investment Planning
Estate Planning
Hagen
Marquette Asset
60 South Sixth St, Suite 3900
612-644-6155
derekhagen@gmail.com
C
Member Since
April 2015
Haines
ActiFi, Inc.
3030 Harbor Lane, #216
Plymouth, MN 55447
763-550-0111
jhaines@actifi.com
Jeff
Fax:
Member Since
August 1984
J
Member Since
April 2015
Halbur
Chad
Cornerstone Private Asset Trust
2101 West 41st St, #2000
Souix Falls, SD 57105
866-200-6528
Fax:
chalbur@cornerstonetrust.net
CFA
Member Since
July 1998
Derek
Member Since
January 2013
Hallonquist
AIS Planning
3701 - 12th Street North, #103
St Cloud, MN 56303
320-252-6552
jason@aisplanning.com
CFP
Fax:
Member Since
December 2014
June 1, 2016
C
MetLIfe Premier Client Group
952-258-5047
Fax:
ahaider1@metlife.com
CFP
Member Since
December 2014
Hadley
M
CFP
Member Since
July 2014
Hachfeld
J
CFP/CLU
Minnesota Chapter
Jason
CFP
Fax: 320-252-6534
Member Since
July 2004
Page 22
Hance
Hance Financial, LLC
3600 American Blvd W #120
952-445-6482
john@hancefinancial.net
John
Hardie
CFP
Fax:
Member Since
June 2015
Handke
Edina, MN 55435
952-885-9088
Bridget@birchwoodfp.com
Bridget
M
Melanie
Ceridian
4550 229th Ave NE
East Bethel, MN 55005
651-402-8384
Fax:
meldan4550@gmail.com
Life Planning
Hargreaves
EFS Advisors
9973 Nathan Lane N
651-767-1286
adellmarieh@gmail.com
CFP
Fax:
Nationwide Financial
3667 Fairway Drive
Woodbury, MN 55125
651-247-3997
hansenr4@nationwide.com
Ronald
D
Fax:
Fax: 614-677-4494
Member Since
April 1984
Hansen
William
M
Member Since
June 2002
Ameriprise FInancial Advisors
1032 Ameriprise Financial
612-671-7036
cynthia.a.hanson@ampf.com
Cynthia
Fax: 612-671-8947
Gregory
APD Wealth Management
11140 Hwy 55, Suite D
Plymouth, MN 55441
952-541-0020
Fax:
gregh@apdwealth.com
Retirement Planning
Qualified Plans
Hanson
Scot
Educators Financial Services
4327 Chatsworth St N
Shoreview, MN 55126
612-590-6389
Fax:
walleyescot@aol.com
Retirement Planning
Tax Planning
June 1, 2016
Gaylen
Fortune Financial
CFP/CLU/ChFC
952-908-2520
Fax: 952-908-2501
gh@fortunefin.com
Investment Planning
Retirement Planning
Hartmon Bollom
CFP
Member Since
July 2014
Hanson
Linda
Harmon & Hartmon Financial Group, LLC
CFP, CPA
1360 Energy Park Drive, Suite 100
St Paul, MN 55108
651-332-5545
Fax: 651-332-5559
linda@hhfinancialgroup.com
Retirement Planning
Estate Planning
Investment Planning
Harms
William M. Hansen & Associates, PLLC JD LLM, CFP
7500 Olson Memorial Hwy #100
763-398-5800
Fax: 763-543-5667
whansen@whansen.com
Hanson
Member Since
June 2015
Harmon
CFP
M
Finetooth Consulting
4252 11th Avenue South
612-208-0653
aaron@aaronhasler.com
J
Member Since
August 1995
Member Since
February 2001
Fax:
Member Since
January 2013
Hatlestad
Member Since
November 2001
Member Since
February 2001
Aaron
Member Since
September 1999
S
K
Colleen
Harmon & Hartmon Financial Group, LLC
CFP
1360 Energy Park Drive, Suite 100
St Paul, MN 55108
651-332-5540
Fax: 651-332-5559
colleen@hhfinancialgroup.com
Retirement Planning
Hasler
CFP
Member Since
March 2006
Adellmarie
Member Since
March 2002
Hansen
C
CFP
Aimee
TruNorth Concierge Wealth ManagementCFP
Oakdale, MN 55128
651-735-5878
Fax: 651-735-5881
ahatlestad@bgmtrunorth.com
Long Term Health Care
Asset Management
Retirement Planning
Minnesota Chapter
J
Member Since
August 1999
Page 23
Haugen
Anders
Heibert
Lifelong Wealth Inc.
CFP
701 4th Avenue So., Suite 1700
612-349-6400
Fax: 612-279-647
ahaugen@LLWAdvisors.com
ActiFi, Inc
Plymouth, MN 55447
763-550-0111
dheibert@actifi.com
Dan
Fax:
Member Since
June 2010
Haukedahl
Mark
I
Heimdal
Haukedahl Financial Services
CLU, ChFC
9801 Dupont Avenue S #395
952-888-1211
Fax: 612-888-0703
mark@haukedahlfinancial.com
Member Since
June 1984
Hawks
MetLife Premier Client Group
301 Carlson Pkwy, Ste 300
952-473-2921
ahawks@metlife.com
Anita
Member Since
April 2015
L
Pamela
Heimdal Tax & Financial Services
CFP, EA
8353 210th Street
Lakeville, MN 55044
952-469-1428
Fax: 952-469-6781
pheimdal@charter.net
Tax Planning
Business Planning
Retirement Planning
Hemingway
Eric
Fax: 952-745-0841
Member Since
July 2005
LPL Financial
5108 Duggan Plaza
Edina, MN 55439
612-567-4625
douglas.heagren@lpl.com
Douglas
Fax: 303-996-0347
Member Since
April 2009
BMO Harris Financial Advisors
11915 Elm Creek Blvd N
763-315-7951
lynn.hedrick@bmo.com
Lynn
Richard
Hemingway Wealth Management, LLC
14550 Excelsior Blvd, Suite 200
952-417-6033
Fax:
dhemingway@comcast.net
Financial Planning
Business Planning
Estate Planning
Henderson
Fax:
Member Since
April 2001
Renay
Member Since
September 2007
Mark
2805 Dodd Road, #195
St Paul, MN 55121
651-256-6006
bruce.a.hennen@ampf.com
Bruce
Daniel
Fax: 651-882-9740
Member Since
December 2000
Henry
1930 Premier Drive
Mankato, MN 56001
507-625-9050
jacquelyn.x.henry@ampf.com
CFP
Fax:
Member Since
September 2012
June 1, 2016
A
CFP, ChFC, CLU
Member Since
January 2014
952-432-4666
danh@mindfulplanning.com
H
Member Since
July 2006
Hennen
Waterfront Financial Group
952-236-1755
Fax:
mark.hegstrom@waterfrontfinancialgroup.com
Heiar
I
CLU, ChFC, CFP, MSFS
Meristem, LLP
CFP
601 Carlson Parkway, #800
952-835-8278
Fax: 952-835-8283
rhenderson@meristemmfo.com
ChFC
Hegstrom
R
Member Since
April 2011
Hemingway
CFP, CRPC, APMA
Hedrick
Member Since
October 2003
Hemingway Wealth Management
14550 Excelsior Blvd., Suite 200
952-232-0230
Fax:
eric@hemingwaywealth.com
CFP, CRPS, MBA
Heagren
S
Minnesota Chapter
Jacquelyn
A
CFP
Fax: 507-625-4496
Member Since
April 1993
Page 24
YOUR CLIENTS
EXPECT THE BEST—
YOU SHOULD, TOO.
For 25 years, Schwab has provided Registered Investment Advisors (RIAs) with
the trusted services and support needed to serve your clients and grow your
business. We have the expertise, comprehensive offerings, and dedicated
support that an RIA of your caliber deserves. With Schwab as your custodian,
you have access to outstanding solutions—all at a premium value. To be the
best, you need to work with an industry leader.
Schwab Advisor Services™ is proud
to sponsor FPA Minnesota.
EXPERIENCE THE SCHWAB DIFFERENCE.
schwabdifference.com
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
©2013 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. CS09602-69 (1212-8333) ADP71732ACHO (04/13)
Herbeck
David
J
Hoffman
BPK&Z Financial Services LLP
CPA/PFS, ChFC
7500 Olson Memorial Hwy, Suite 200
763-8546-6211
Fax: 763-543-5667
dherbeck@bpkz.com
2774-C Commerce Dr NW
Rochester, MN 55901
507-322-3646
michael.g.hoffman@ampf.com
Michael
Fax: 866-944-9618
Member Since
January 2014
Heupel
Accredited Investors Inc
Edina, MN 55439
952-841-2222
wil@accredited.com
Life Insurance
Estate Planning
Retirement Planning
Wil
T
Fax: 952-841-2223
Member Since
December 1997
Hicks
Member Since
November 2003
Hofstede
CFP/CLU/MBA/ChFC
Derek
Waddell & Reed, Inc.
610 Ramsey St NE
612-280-1077
dianehofstede@bitstream.net
Financial Planning
Retirement Planning
Elder Planning
Diane
Fax:
Member Since
November 1989
Hohn
CliftonLarsonAllen Wealth Advisors, LLCCFP
612-376-4565
Fax: 612-376-4690
derek.hicks@cliftonlarsonallen.com
7261 Ohms Lane
Edina, MN 55439
952-926-1659
nick@cahillfa.com
Nicholas
CFP
Fax: 952-926-0633
Member Since
September 2007
Hietapelto
LSBE 213J, 1318 Kirby Drive
Duluth, MN 55812
218-722-0296
hhietape@d.umn.edu
Hugo
Member Since
September 2014
Higgins
Jay
Riverbridge Partners, LLC
CFP
1200 IDS Center, 80 South Eighth Street
612-904-6223
Fax: 612-904-6250
jayh@riverbridge.com
Asset Management
Investment Planning
Hinds
Patricia
Granite Financial, Inc.
CFP
1411 West Saint Germain Street, #250
St Cloud, MN 56301
320-202-1655
Fax: 320-230-2389
pathinds@granitefinancial.net
Estate Planning
Life Planning
Retirement Planning
Hinz
John
W
Michael
Deloitte Tax, LLP
CFP, CPA, JD
10441 Lansing Ave N
Stillwater, MN 55082
612-397-4018
Fax: 612-397-4550
mholsten@deloitte.com
Estate Planning
Tax Planning
Holupchinski
W
Member Since
June 1998
Peter
CliftonLarsonAllen Wealth Advisors, LLCCFP
220 S 6th Street #300
612-376-4593
Fax:
peter.holupchinski@claconnect.com
Member Since
January 2006
J
Member Since
January 2014
Hornung
Richard
A.
Focus Financial
651-379-3919
Fax: 651-631-8166
rhornung@focusfinancial.com
Member Since
March 2006
R
Member Since
September 2006
Horsch
J R Hinz & Associates, Inc.
CFP
12610 28th Avenue N
Plymouth, MN 55441
763-559-1656
Fax: 763-550-0982
jHinz@vsrfin.com
Business Planning
Member Since
Retirement Planning
December 1983
June 1, 2016
Member Since
January 2010
Holsten
Fax:
G
CFP, CRPC
US Bank
800 Nicollet Mall, BC-MN-H16D
612-303-4625
Fax:
carl.horsch@usbank.com
Minnesota Chapter
Carl
CFP
Member Since
April 2012
Page 25
Houle
Nicholas
J
Hume
Larson & Allen Financial, LLC
CPA/PFS, MBT, CFP
220 S. 6th Street #300
612-375-4500
Fax: 612-376-4850
nhoule@larsonallen.com
Tax Planning
Member Since
Estate Planning
September 1997
House
Coyote Financial Inc.
28039 N 95th Street
Scottsdale, AZ 85262
480-905-3260
john@coyotefinancial.com
John
A
Ronald
Member Since
October 2007
Humphrey
Thomas
Fax: 612-347-7801
Member Since
June 1995
Kim
Member Since
September 2002
Iatic
ActiFi, Inc.
Plymouth, MN 55447
763-550-0111
oiatic@actifi.com
Fax:
kim.hoversten@ampf.com
Oleg
Fax:
Member Since
October 2012
Hubert
Tamara
First Minnetonka Investment Center
CFP
14550 Excelsior Blvd.
952-465-0323
Fax: 952-935-4957
thubert@fmcbank.com
Retirement Planning
Investment Planning
Hubley
Networth Inc
870 Bald Eagle Drive, Suite 5B
Marco Island, FL 34145
239-389-7420
rhubley@networthinc.com
Estate Planning
Asset Management
Investment Planning
Hughes
Member Since
April 2015
Imholte
Ameriprise Financial, Inc.
8325 Wayzata Blvd Suite 100
952-920-2638 ext 601
nancy.imholte@ampf.com
Nancy
CPCC
Fax:
Member Since
January 1997
Roger
Member Since
March 2005
Infante
Fure Financial
8500 Normandale Blvd., #950
952-944-8250
Fax:
director@fpamnsymposium.org
CFP/CLU/ChFC
Fax: 239-389-7423
Rachel
CFP
Member Since
October 1996
Christina
N.J.
Member Since
February 2010
Isaacson
Tufford Hughes & Associates
CFP
Edina, MN 55435
612-313-7477
Fax: 612-313-7552
CHughes@tufford-hughes.com
Susan
Personal Wealth Partners
CFP/PFS/CPA/JD/LLM
1550 American Blvd E, Suite 640
952-851-1385
Fax: 612-337-5070
susan.isaacson@lpl.com
Member Since
August 2004
Hukriede
Heidi
Member Since
October 1996
Jacobson
Stonebridge Capital Advisors
CFA
2550 University Avenue West, #180S
St Paul, MN 55114
651-251-1004
Fax: 651-251-1010
hhukriede@stonebridgecap.com
Member Since
February 2006
June 1, 2016
F
CFP
First National Bank Bldg 190-2nd Ave SW
Milaca, MN 56353
320-983-1331
Fax: 320-983-2341
thomas.f.humphrey@ampf.com
CFP, CHFC
Hoversten
C.
Stonebridge Capital Advisors, LLC
2550 University Avenue West, #180S
St Paul, MN 55114
651-251-3634
Fax: 651-251-1010
rhume@stonebridgecap.com
Shawn
Legacy Financial Advisors
CFP/ChFC
3500 American Boulevard West, #675
952-893-5568
Fax: 952-893-5560
shawnj@lfamn.com
Retirement Planning
Minnesota Chapter
J
Member Since
February 2001
Page 26
Jaremko
3900 N Woods Drive #150
651-765-7027
thomas.j.jaremko@ampf.com
Thomas
J
Jergenson
CFP
Fax: 651-494-9768
Member Since
December 2014
Jaros
14985 Glazier Ave., Suite 650
952-431-6410
royal.w.jaros@ampf.com
Royal
Craig
Coach Craig Jergenson, CFP
11670 Fountains Drive, Suite 200
763-445-2784
Fax:
craig@coachcraigfinancial.com
Retirement Planning
Insurance
Johnson
PCG Agencies
119 14th Street NW, Suite 300
St Paul, MN 55112
651-605-2751
craigj@pcgagencies.com
CFP
Fax: 952-894-0217
Member Since
June 1998
Craig
Paul
United Capital Financial Advisers
CFP, CTFA
109 Roberts Street
Fargo, ND 58102
701-293-2076
Fax:
pauljjarvis@gmail.com
Retirement Planning
Jenneke
Timothy
J
Member Since
October 2014
Johnson
Member Since
November 2007
J
10405 Sixth Avenue N #200
Plymouth, MN 55441
763-525-0258
curtis.d.johnson@ampf.com
Asset Allocation
Retirement Planning
Estate Planning
Curtis
952-797-2945
joh08403@d.umn.edu
Fax: 763-525-0372
Member Since
August 1993
Daniel
Fax:
Member Since
January 2006
Jensen
Elyse
Member Since
April 2013
Jensen
Scott
Member Since
January 2011
Bradley
Lake Superior Financial Services, Inc. CFP, CIMA
11 East Superior Street, #544
Duluth, MN 55802
218-625-2433
Fax: 218-625-2201
brad.jenson@raymondjames.com
Qualified Plans
Estate Planning
June 1, 2016
7601 France Avenue S #550
Edina, MN 55435
952-857-1264
daryl.l.johnson@ampf.com
Retirement Planning
Estate Planning
Investment Planning
Daryl
C
L
CFP
Fax: 952-837-1133
Johnson
6964 Sunset Ave
Lino Lakes, MN 55014
612-347-8630
Fax:
sajensen@advancedretirement.com
Jenson
Member Since
April 2013
Johnson
Azure Wealth Management
CFP, ChFC, CLU
223 Walnut Street
St Paul, MN 55102
218-590-8513
Fax:
elyse.jensen@azurewealthmanagement.com
D
CFP CPA
Johnson
CFP
Hopkins, MN 55305
952-229-5016
Fax: 763-546-1162
timothy.jenneke@thrivent.com
M
Fax:
Member Since
March 1995
Jarvis
W
CFP
Member Since
January 1995
Derrick
P
Johnson Wealth Management, LLC
CFP/CHFC
322 Demers Ave, Ste 200
Grand Forks, ND 58201
701-746-8310
Fax: 701-746-6101
derrick@johnsonwealth.com
Member Since
Asset Management
September 1998
Johnson
Eric B. Johnson Financial Advising
923 Martin Street
Fairmont, MN 56031
507-238-1926
Fax:
ecjohn@frontiernet.net
Member Since
May 2002
Minnesota Chapter
Eric
B
CFP
Member Since
April 2007
Page 27
Johnson
8719 Flamingo Drive
952-368-7370
kristin.a.johnson@ampf.com
Kristin
Jordahl
CFP
Fax:
Member Since
July 2009
Johnson
Sandra
S
Jordan
Johnson Carriar Kruchten & Assoc
CFP, CLU, MS, ChFC, CRPC
1765 Roosevelt Rd
St Cloud, MN 56301
320-654-6715
Fax: 320-252-5549
sandra.s.johnson@ampf.com
Member Since
Retirement Planning
September 1996
Johnson
Wanda
C
The Johnston Group
121 S 8th St, #1111
612-337-5030
ty@thejohnstongroup.com
Ty
Member Since
September 2013
Brandon
Accredited Investors, Inc
Edina, MN 55439
952-841-2214
Fax:
brandon@accredited.com
Tax Planning
Jones
Jones
Allianz Life
5701 Golden Hills Dr
763-765-6469
nancy.jones@allianzlife.com
Member Since
January 2016
3820 Cleveland Ave. N, Ste 500
651-233-5904
Fax:
richard.m.juckel@ampf.com
CFP
Cathy
David
ChFC, CLU, CMFC
Member Since
September 2006
Member Since
June 2013
Junker
Michael
Morgan Stanley
CFP
345 St. Peter St - 1800 Landmark Twrs
St Paul, MN 55102
651-215-8446
Fax: 651-215-8408
michael.r.junker@icloud.com
CFP, JD, MBA
Member Since
November 2000
Nancy
L
AIS Planning
AIFA, CEBS, CFP
3701 12th St N, Suite 103
St Cloud, MN 56303
320-252-6552
Fax: 320-252-6534
cathy@aisplanning.com
Qualified Plans
Member Since
Fin'l Planning for Business Owners
June 2005
E
Member Since
January 2014
...
Kahle
Roger
E
Raymond James Financial Serv, Inc.
CFP
330 North Main Street
Austin, MN 55912
507-437-8581
Fax: 507-437-6114
roger.kahle@raymondjames.com
CFP
Fax:
Member Since
June 2002
June 1, 2016
Richard
Member Since
June 2013
Octagon Financial
1650 W. 82nd Street, #850
952-885-2728
Fax:
djungquist@octagonfinancial.com
D. Alfred
Jones Financial Consulting, LLC
4350 Birch Hills Lane
715-577-2778
Fax:
al@jonesfinancialconsulting.com
Investment Planning
Retirement Planning
Member Since
March 1996
Fax:
Jungquist
CFP
D
John
Juilfs
Fax:
Jones
Current Financial
7201 Forestview Lane N
763-777-5484
jjordan@current-finanicial.com
Juckel
Ameriprise Financial Adv.
CFP
10000 Minnetonka Boulevard
952-563-1221
Fax: 952-563-1213
wanda.c.johnson@ampf.com
Retirement Planning
Member Since
Estate Planning
September 1985
Johnston
Gerald
Creative Asset Planning
CFP
2710 South Shore Blvd
White Bear Lake, MN 55110
651-762-1042
Fax: 651-762-1041
jerryjordahl@gmail.com
Divorce Planning
Asset Management
Financial Planning/Bus. Strategy Consul.
Minnesota Chapter
Member Since
June 1999
Page 28
When you see what’s happening today,
do you see your clients in the picture?
It’s a new world. One filled with dramatically increased personal and property risks for your high-networth 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 exper t 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.
SM
Relax. You’re working with Chubb.
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
Notes:
Job #:
Date:
CPI-1021
07 / 28 / 06
Client:
Ad:
Chubb
Bleed:
Trusted Advisor
Trim:
Live:
8.5x11.125”
8.125x10.875”
7.125x10”
Colors:
Type:
Publ.:
4c
Bleed Spread
Jrnl of Financial Services
Kairies
Access Financial Services Inc
1650 W 82nd Street #850
952-885-2734
steve@accessfinsvcs.com
Stephen
E
Kenworthy
CLU ChFC
Fax: 952-885-0995
Member Since
February 1984
Kantor
Sara
Cornerstone Wealth Advisors
Edina, MN 55436
952-920-3900
Fax:
sara@cornerstonewealthadvisors.com
Paul
Principal Source Advisors, LLC
1787 St. Johns Drive
Woodbury, MN 55129
612-202-6221
Fax:
pkenworthy@aol.com
Wealth Counseling
Charitable Giving
Kenyon
Member Since
September 1972
Mark
Robert W Baird
601 Carlson Pkwy, Suite 950
CFP
Fax:
mkenyon@rwbaird.com
Member Since
February 2012
Karp
Thomas
S
John
Advanced Wealth Management Group
612-347-8669
Fax: 612-347-7546
johnk@advancedwealth.com
Estate Planning
Retirement Planning
Asset Management
Kaul
US Bancorp Center
800 Nicollet Mall, 16th Floor
612-303-3193
scott.kaul@usbank.com
J
Member Since
August 1996
Ruth
Fax:
Member Since
May 2011
A
Fax: 612-671-4749
Member Since
January 1994
Shad
New Era Financial Group Inc
107 First Ave SW
Hutchinson, MN 55350
320-587-0459
Fax: 320-587-0460
shad@newerafinancial.com
Pre-Retirement Planning
Angela
CFP
641 East Lake Street - Suite 230
Wayzata, MN 55391
952-476-3542
Fax: 952-476-9767
Anne.Kiefer@RBC.com
Retirement Planning
Kienitz
CFP
626 Ameriprise Fin'l Ctr, H07/626
612-671-4195
Fax: 612-671-7432
marcy.keckler@ampf.com
Todd
J
Member Since
October 1992
6631 Colfax Ave N
Brooklyn Center, MN 55430
651-239-0935
Fax:
Souphakxaphakdy@hotmail.com
J
Member Since
February 2015
Kimball
AdvisorNet Financial
701 Fourth Avenue South #1500
612-436-3788
Fax:
tkelzenberg@advisornet.com
Kirsten
Sandahl & Associates
12358 Chesholm Lane
Eden Priaire, MN 55347
Fax:
kmbkimball@yahoo.com
Member Since
January 2008
June 1, 2016
Member Since
April 1999
Souphak
Member Since
August 2008
Kelzenberg
A
CFP
Kiefer
CFP
Marcy
3934 Alabama Ave
St Louis Pk, MN 55416
612-671-8973
ruth.kersten@ampf.com
Ketcher
Scott
Keckler
Member Since
August 2015
Kersten
Karp Financial Advisors, Inc.
CFP
400 Selby Ave W, Suite P
St Paul, MN 55102
651-209-8980
Fax: 651-209-1291
tkarp@sagepointadvisor.com
Member Since
Tax Preparation
September 2000
Karpinsky
R
CFP
Minnesota Chapter
Member Since
October 2015
Page 29
Kincade
Patrick
Klefsaas
Stonebridge Capital Advisors LLC
2550 University Ave W, #180 South
St Paul, MN 55114
651-251-3642
Fax:
pkincade@stonebridgecap.com
Member Since
September 2015
Kincade
Robert
A
Robert
All Star Financial
CFP, AIF
3800 American Blvd West, #1450
952-896-3820
Fax: 952-896-3819
bobbyk@allstarfinancial.com
Asset Management
Qualified Plans
Retirement Planning
Klein
2550 University Avenue W #180S
St Paul, MN 55114
651-251-1007
Fax: 651-251-1010
rkincade@stonebridgecap.com
Woodhill Financial
7500 Highway 55, Suite 195
763-746-8686
lklein@woodburyfinancial.net
Dustin
CFP, CRPC
Fax: 763-746-8680
Member Since
November 2011
Klevan
Northwestern Mutual Financial Network
5201 Eden Ave, #200
Edina, MN 55436
952-698-7026
Fax:
dustin.kindl@nm.com
Rebecca
CFP
5200 W 73rd
Edina, MN 55439
952-841-2229
Fax: 952-841-2223
rebecca.klevan@accredited.com
Member Since
June 2008
King
80 S 8th Street, 1200 IDS Center
612-904-6225
Fax:
AndrewK@Riverbridge.com
Andrew
Member Since
May 2014
Kley
Jason
Carlson Capital Management
CFP, AIF, MBA
1700 W. 82nd Street, Suite 110
952-230-6705
Fax: 952-230-6710
jason@carlsoncap.com
CFP
Member Since
January 2013
King
Shannon
SilverOak Wealth Mgmt
CFP, CPA, PFS,
Edina, MN 55435
952-896-5701
Fax: 952-896-5719
sking@silveroakwealth.com
Investment Planning
Retirement Planning
Kirby
Barbara
Focus Financial
CFP CLU ChFC
651-379-3942
Fax: 651-631-1139
bkirby@focusfinancial.com
Retirement Planning
Life Planning
Kirchner
A
Member Since
October 2012
Klosterman
CIMA, MBT
Member Since
July 2000
W
Robert
White Oaks Wealth Advisors Inc
CFP
80 S 8th St, #1725
612-455-6900
Fax: 612-455-6901
bobk@whiteoakswealth.com
Retirement Planning
Asset Management
Knapp, Jr.
William
J
Member Since
June 1986
F
CFP/ChFC
7701 France Ave South Ste 475
Edina, MN 55435
952-841-8117
Fax: 952-841-8150
william.f.knapp@ampf.com
Member Since
October 1984
Ann
Member Since
August 2000
Knudsen
8282 Balsan Lane N
952-842-1531
jeremyknudsen1@gmail.com
CFP
3234 Cavell Ln
St Louis Park, MN 55426-3715
612-804-5337
Fax:
amkirchner@hotmail.com
Member Since
December 2005
June 1, 2016
Member Since
June 1988
Lauren
Member Since
February 2003
Kindl
J
Minnesota Chapter
Jeremy
CFP
Fax:
Member Since
March 2016
Page 30
Knutson
Gerald
L
Kolkman
121 Washington Ave S, #1206
612-201-3759
gerald.knutson@comcast.net
Asset Management
Trusts
Investment Planning
Aaron
Boulevard Wealth Management
11995 Singletree Lane #240
877-664-2583
Fax:
aaron@blvdwealth.com
CFP CFA
Fax:
CFP, AAMS
Member Since
September 1983
Kobs
Michael
R
Member Since
May 2011
Kolodge
MRK Financial Solutions, Inc.
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
Fax: 763-541-8404
mikek@mrkfs.com
Conner
Accredited Investors Inc.
Edina, MN 55439
952-841-2227
Fax:
Conner.Kolodge@accredited.com
Member Since
March 1998
Koch
Windsor Financial Group
225 S 6th Street, #3800
612-347-7966
dkoch@wfgweb.com
Asset Management
Asset Allocation
Investment Planning
David
O
Kompelien
Ensemble Planning, LLC
5001 Chowen Avenue South
612-978-1911
brian@ensembleplan.com
CFP, CFA
Fax: 612-347-7983
Brian
Dennis
A
Fax: 612-313-7560
Koch
Member Since
July 2005
Kopischke
Dennis A. Koch, CFP
CFP
115 S. Broadway
Crookston, MN 56716
218-281-3515
Fax: 218-281-3525
Dennis.Koch@questarcapital.com
Member Since
Life Insurance
Retirement Planning
December 1999
Tim
David
16992 Saddlewood Trail
612-702-9470
westone9@comcast.net
Fax:
Member Since
July 2006
Koppa
14985 Glazier Ave, Suite 404
952-997-8947
ckoppa@focusfinancial.com
Fax:
Koenig
Preston
Connor
Fax:
Member Since
February 2016
Kostick
Brian
Member Since
April 2012
Principal Financial Group
7400 Courtly Road
Woodbury, MN 55125
651-368-6442
kohler.krystal@principal.com
Krystal
Member Since
December 2006
Kowalik
Fax:
Member Since
March 2016
June 1, 2016
F
Charles Schwab Advisor Services
800 Nicollet Mall, Suite 2925
612-375-8896
Fax:
brian.f.kostick@gmail.com
Fax:
Kohler
P
CFP
Member Since
September 2015
4932 Colfax Ave S
612-418-1114
prestonkoenig@hotmail.com
L
ChFC
Member Since
January 1996
Koch
4885 Magnolia Lane
Plymouth, MN 55442
612-860-2198
tkoch61@comcast.net
Member Since
October 2015
Kowalik & Associates
1621 Fourth Avenue North
Sauk Rapids, MN 56379
320-257-8888
naomi@kowalikandassoc.com
Retirement Planning
Estate Planning
Minnesota Chapter
Naomi
A
CFP/JD/CLU/ChFC
Fax: 320-257-4999
Member Since
December 1998
Page 31
Kramer
Kay
CFP
3300 Edinborough Way #610
Edina, MN 55435
952-885-9088
Fax: 952-887-2949
Kay@birchwoodfp.com
Retirement Planning
Kramer
329 North Main Street #201
Austin, MN 55912
507-437-3523
randall.j.kramer@ampf.com
Randall
E
Kuehl
Member Since
August 1985
J
Lifestage Wealth Management
11100 Wayzata Blvd #510
763-542-8884
bkuehl@lifestagewealth.com
Retirement Planning
Asset Management
Investment Planning
Bruce
Fax: 763-542-8821
Member Since
April 2002
Kuehn
3056 Nevada Avenue South
612-790-8115
kuehnj1@nationwide.com
CFP, ChFC, CLU
Fax: 507-433-5299
Jason
Fax:
Member Since
February 2001
Kreps
JD Kreps Financial Group
309 Lakeland Drive SE, Unit 2
Willmar, MN 56201
320-235-8065
heidi@jdkreps.com
Jonathan
D
Fax:
Member Since
May 2010
Kretsch
Financial Designs, Inc.
2201 10th Street Circle NE
Buffalo, MN 55313
612-720-1117
Jordan@fdi-online.com
Jordan
Member Since
February 2014
Accredited Investors, Inc.
Edina, MN 55439
952-841-2234
becky@accredited.com
Rebecca
M
SII Investments, Inc
2407 109th Ave NE
Blaine, MN 55449
763-205-2664
timkunkel@comcast.net
Fax: 952-841-2234
Timothy
Ellan
Member Since
June 2013
Kruse
Margaret
Fax: 507-235-5873
Debra
A
Member Since
August 2004
M.
Focus Financial Network
CFP
Woodbury, MN 55125
651-233-2111
Fax: 612-455-0449
dkuper@focusfinancial.com
Fax:
Member Since
August 2007
June 1, 2016
Laura
Laurel Wealth Planning
CPA MBT
Edina, MN 55435
952-854-6250
Fax: 952-854-6276
Laura.Kuntz@LaurelWealthPlanning.com
Estate Planning
Kuper
JD, LLM, CFP
1350 Douglas Drive N., # 215
763-232-9827
magpiekruse@hotmail.com
A
Member Since
February 1998
Kuntz
Fure Financial
952-944-8250
Fax:
elkrubsack@furefinancial.com
Member Since
July 1998
CFP
Member Since
February 2005
Krubsack
M
Steve
CFP
763-543-5180
Fax: 763-525-0372
steven.x.kumagai@ampf.com
Financial Planning For Executives
Estate Planning
Charitable Giving
Kunkel
CPA, CFP
Kevin
Wells Fargo Advisors, LLC
CFP, CPA, CLU
430 N. Wabasha Street, Suite 300
St Paul, MN 55101
651-205-7489
Fax: 651-205-6088
kevin.kuenster@wellsfargo.com
Member Since
Retirement Planning
September 2000
Kumagai
Fax:
Krieger
Member Since
May 2014
Kuenster
CFP
C
CFP
Minnesota Chapter
Member Since
March 2006
Page 32
Kuplic
3600 Minnesota Dr, Suite 550
Edina, MN 55435
952-841-8106
daniel.f.kuplic@ampf.com
Daniel
F
Larson
Larson Financial Services, Inc.
7900 Xerxes Ave S, Ste #920
952-345-8005
craig@larsonadvisors.com
CPA
Fax: 952-841-8155
Craig
Fax: 952-449-4419
Member Since
February 2004
Kvilhaug
Gregorie
Turbes Drealan Kvilhaug Wealthcare CFP/CPA
909 4th Avenue
Worthington, MN 56187
507-376-4151
Fax: 507-376-4154
ghkvilhaug@tdkcpa.net
Tax Planning
Investment Planning
Lack
H
Lawien
Member Since
March 1999
Lee Anne
John
CFP
1420 London Road Suite 201
Duluth, MN 55805
218-728-8418
Fax: 218-723-2673
john.lawien@rbc.com
Retirement Planning
Estate Planning
Lawrence
703 East Ripley Street
Litchfield, MN 55355
320-693-7271
jill.b.lawrence@ampf.com
CFP
2238 66th Street SW
Montrose, MN 55363
612-875-8317
leeannelack@gmail.com
Member Since
February 2013
Fax: 612-870-0417
Jill
Laurie
Financial Designs Inc
CFP
5401 Gamble Drive, Suite 107
952-843-0301
Fax: 952-843-0302
Laurie@FDI-online.com
Retirement Planning
LaPean
Timothy
Thoughtful Financial Planning
314 Clifton Ave, Suite 105
612-460-7355
Fax:
Timothy@thoughtfulfp.com
LGBT Planning
Laraway
I
Steven
Member Since
July 2008
Kevin
QA Wealth Management
10400 Yellow Circle Drive, Suite 303
952-944-3206
Fax:
klawson@qais.biz
CFP
Member Since
April 1992
J
Member Since
June 2011
Lawson
Member Since
March 2007
A
Robert
James
Joseph
CLU, ChFC
701 4th Avenue S, Suite 1500
612-347-7808
Fax: 612-313-7536
jlarkin@advisornet.com
Business Succession
Estate Planning
Non-Qualified Deferred Compensation
June 1, 2016
A
First Command Financial Planning
2950 Metro Suite 314
952-851-3071
Fax:
kcrctr6@yahoo.com
Member Since
July 2003
Larkin
P
The Northern Trust Company
CPA, CFP, MBA
3307 Katie Lane
612-336-7034
Fax: 612-336-7001
robert.lawson@ntrs.com
Estate Planning
Member Since
February 2001
Leach
Laraway Financial Advisors Inc
CFP
1219 33rd St S
St Cloud, MN 56301-9627
320-253-2490
Fax: 320-259-0557
steve@larawayfinancial.com
B.
Fax: 320-693-9199
Lawson
CFP
Member Since
May 2002
CFP
Member Since
January 2008
Laner
P
D
Member Since
September 2006
Leach
EFS ADVISORS
175 Engelwood Road
Clearwater, MN 55320
320-558-2955
mikel@tsainvest.com
Member Since
August 2004
Minnesota Chapter
Michael
E
Fax: 320-558-2955
Member Since
February 2013
Page 33
Strengthen your Portfolio
with
Active Management
Our PM’s are actively involved with our portfolios at every step.
Pace yourself.
Wait for the right pitch.
Step 1
Step 2
Our tenured portfolio
managers look at investment
ideas with a long-term lens.
They work hard to avoid the
noise around quarter -toquarter results.
Concentrate.
Step 3
Stay agile.
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 4
Trust your quarterback.
Succeed.
Step 5
Step 6
Our investment team has
decades of combined
industry experience, and
they all invest right alongside our shareholders. This
helps to ensure our clients’
interests come first.
We take advantage of swings
in investor sentiment. By
remaining flexible, we can act
when the market presents
opportunity.
Yana Morgan, CFP®
Midwest Regional Director
ymorgan@weitzinvestments.com
(800) 304-9745
Several of our portfolios have
the flexibility to invest in
companies of all sizes. Others
stay within specific 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.
With our active management,
we strive to earn superior
absolute returns over long
periods of time without taking
unnecessary risk. This strategy
can lead to out-performance
over the long term.
Lear
Dan
Leighty
Affiance Financial
600 Highway 169 South, Suite 1750
952-253-2566
Fax:
dan@affiancefinancial.com
Coresa
5201 Eden Avenue South Ste #135
Edina, MN 55436
507-276-5801
Fax:
coresa@cornerstonewealthadvisors.com
Member Since
March 2016
Lear
Steven
M
Lelen
Affiance Financial LLC
ChFC CLU
600 South Highway 169, #1950
952-253-2564
Fax: 952-544-5524
stevelear@affiancefinancial.com
Member Since
Retirement Planning
November 1982
Ledermann
Member Since
December 2015
Jason
5200 W 73rd St
Edina, MN 55439
952-841-2247
brian.l@accredited.com
Brian
CFP
Fax:
Member Since
July 2010
Lemenowsky
Waddell & Reed
952-884-1503
Fax: 952-884-9053
jasonledermann@wradvisors.com
Stephanie
394 Lake Ave S, Ste 505
Duluth, MN 55802
218-722-4761
Fax:
stephanie.f.lemenowsky@ampf.com
CRPC
Member Since
January 2012
Ledson
Mark
A
Lenander
CFP, CRPC
674 Eben Court
Stillwater, MN 55082
612-412-6850
Fax: 763-417-1431
mledson@wealthenhancement.com
Member Since
October 1998
Lee
13980 Granada Court
651-335-6924
LeeS18@nationwide.com
Annuities
Life Insurance
Wealth Transfer
Lee
4900 Place wy 169 N
New Hope, MN 55428
763-657-2404
thomas.d.lee@ampf.com
Life Insurance
Stephen
Member Since
March 2016
S
LeAnn
Lenander Financial Advisory, Inc.
CFP
8009 - 34th Avenue South, Suite 825
651-365-5000
Fax: 651-994-2580
leann@lenanderadvisory.com
Asset Management
Retirement Planning
Lennick
Douglas
Fax: 952-953-4585
Member Since
June 1997
D
Lett
LeClair Group
6701 Upper Afton Road
Woodbury, MN 55125
651-739-2010
richard.lett@leclairgroup.com
CFP
Fax: 763-657-2406
Paul
J
Richard
Fax:
Member Since
April 2015
Levin
CLU/ChFC
2701 University Avenue SE
612-617-6121
Fax: 612-617-6003
paul.leighton@northstarfinancial.com
Retirement Planning
Member Since
Asset Allocation
November 1993
June 1, 2016
A
Member Since
October 2004
Member Since
July 2002
Leighton
Member Since
August 1994
Think2Perform
CFP
706 Second Ave. S., Suite 271
612-843-5001
Fax: 612-671-5108
dlennick@lennickaberman.com
ChFC
Thomas
A
Ross
Accredited Investors Inc
CFP
Edina, MN 55439
952-841-2222
Fax: 952-841-2223
ross@accredited.com
Asset Management
Member Since
FInancial Planning for Business Owners
Stock Options
September 1982
Minnesota Chapter
Page 34
Lewis
Michael
Lipinski
St Paul, MN 55102
651-286-4735
Fax:
michael.lewis@transamerica.com
Jeremy
Lifelong Wealth Inc.
CFP
612-349-6400
Fax: 612-339-5344
jlipinski@LLWAdvisors.com
Member Since
December 2015
Liang
CTB Financial Services, Ltd.
5811 South Cedar Lake Rd
952-546-5456
jonathan@ctbfin.com
Jonathan
Member Since
June 2010
Little
Josh
Fax:
Fax:
josh-little@bethel.edu
Member Since
March 2006
Libbe
Katie
Member Since
December 2015
Locke
Allianz Life Insurance Company
5701 Golden Hills
763-765-2834
Fax: 763-765-2834
katie.libbe@allianzlife.com
Edward Jones
1665 West County Rd C
Roseville, MN 55113
651-636-4348
julian.eve.locke@gmail.com
Julian
CRPC, CDFA
Fax: 877-341-4751
Member Since
September 2013
Light
Paul
Light Financial Services
CFP
1220 Main Ave, Suite 225
Fargo, ND 58103
701-492-5106
Fax: 701-492-5101
paul@lightfinancialservices.com
Asset Management
Investment Planning
Retirement Planning
Lindberg
Lindberg & Associates
11671 Fountains Dr Suite 215
763-488-9528
aaron.a.lindberg@ampf.com
A
Member Since
May 1999
Fax:
Andrew
Fax:
Christopher
June 1, 2016
M
George
M
Member Since
August 1998
A
Focus Financial Network Inc.
CFP
1000 Shelard Parkway #300
952-225-0310
Fax: 952-525-8538
gloomis@focusfinancial.com
Member Since
Retirement Planning
September 1998
Loveland
Member Since
March 2003
Kathleen
Flourish Wealth Management
CFP, CAP
Edina, MN 55435
952-392-4474
Fax: 952-841-2223
klongo@flourishwm.com
Charitable Giving
Estate Planning
Loomis
CFP
Moquist Thorvilson Kaufmann Kennedy &
Pieper
CFP,
CPA
Edina, MN 55435
952-842-9689
Fax: 612-373-9010
chris.link@mtkcpa.com
Retirement Planning
Qualified Plans (IRA;s, 401k, 403b, etc)
Tax Planning
D
Member Since
June 2015
Longo
CFP, CFA, MBA
Member Since
May 2013
Link
Tyler
University of Wisconsin - Madison
947 Wild Rose Ct
Eagan, MN 55123
651-328-0580
Fax:
tlodahl@wisc.edu
Aaron
Lindell
Member Since
November 2011
Lodahl
Member Since
October 2015
Charles Schwab & Co
130 Lake Street W
Wayzata, MN 55391
612-229-2955
andrew.lindell@schwab.com
E
Bethel University
3900 Bethel Drive, PO Box 1582
St. Paul, MN 55112
CFP
Keith
A
Loveland Consulting
JD, AIFA, CIDA
7900 Xerxes Ave S, #500
952-746-1106
Fax: 952-893-0133
kloveland@cap-mgt.com
Fiduciary Matters
Member Since
November 1983
Minnesota Chapter
Page 35
Lucey
Joseph
Lyders
Secured Retirements Advisors, LLC
CFP
952-460-3260
Fax: 952-460-3261
jlucey@securedretirements.com
Member Since
September 2007
Ludwig
Ludwig Financial Group
110 Bank Street SE, Suite 602
612-379-7773
peterl@ludwigfinancial.com
Peter
J
1208 W. 22nd St.
952-841-6500
randi.l.lyders@ampf.com
Retirement Planning
Disability Insurance
Life Insurance
Randi
Fax: 952-841-6535
Member Since
June 1994
Lynn
Jonathan
2550 University Ave. W, Suite 180S
St Paul, MN 55114
651-251-3633
Fax:
jlynn@stonebridgecap.com
CFP
Fax: 612-379-7781
Member Since
August 1992
Luing
Thomas
Capital Management Securities, Inc.
CFP
7900 Xerxes Ave So, 500 Wells Fargo Plaza
952-746-1111
Fax: 952-893-0133
toml@tomluing.com
Fin'l Planning for Executives
Investment Planning
Lund
James
NorthRock Partners
CFP/MBA
650 Third Ave South, Suite 1500
612-367-8800
Fax: 612-367-8886
jim@northrockpartners.com
Business Owners
Executives
Lund
4840 Clearwater Circle
Savage, MN 55378
612-678-4650
jerry.m.lund@ampf.com
Jerry
A
Member Since
January 2011
MacDonald
Member Since
April 2000
B
Brian
JRA Financial Advisors
7373 Kirkwood Court #300
763-315-8000
mmachlitt@jrafinancial.com
Melissa
Fax: 612-315-8040
Member Since
April 1999
Madsen
Anton
NewLeaf Financial Guidance LLC
16401 Cantebury Dr.
(651) 402-7146
Fax:
tony@newleafguidance.com
Fax: 612-671-7432
CFP
Member Since
March 2006
Art
Member Since
February 2016
Maggard
Lake Country Financial Planning
4737 County Road 101, #215
612-250-9635
Fax:
artlundgren@gmail.com
2164 Sycamore Trail
Woodbury, MN 55125
612-678-5834
richard.d.maggard@ampf.com
Richard
CFP
Fax:
Member Since
November 2013
Lundy
Patrick
Member Since
February 2013
Magstadt
US Bancorp Investments, Inc.
CFP
301 W. Burnsville Pkwy, EP-MN-2460
952-852-5363
Fax: 952-872-265
patrick.lundy@usbank.com
NorthRock Partners
650 3rd Avenue S, #1500
612-367-8831
jed@northrockpartners.com
Member Since
November 2015
June 1, 2016
R
CRPS, CRPC
Member Since
March 1993
M
C
MBA, CPCU, CFP, ChFC
3800 American Blvd W, Northland Plaza, #1050
952-893-7966
Fax: 952-893-7967
brian.c.macdonald@ampf.com
Member Since
Investments
Retirement Planning
March 2004
Machlitt
CFP
Lundgren
L
CFP
Minnesota Chapter
Jed
Fax:
Member Since
May 2016
Page 36
Maier
Kate
Martin
CFP
505 N. Hwy 169, Suite #900
Plymouth, MN 55441
763-417-1678
Fax: 763-417-1679
kmaier@wealthenhancement.com
Michele
Lurie Wealth Advisors, LLC
2501 Wayzata Blvd
612-381-8750
Fax:
mmartin@luriewealthadvisors.com
Member Since
January 2014
Malik-Das
Nitya
Member Since
May 2016
Martinek
8500 Normandale Lake Blvd, Suite 450
952-844-0995
Fax: 952-844-0996
Nitya.Malik-Das@jnba.com
Benjamin
Thrivent Financial
600 S 2nd Street, Ste 155
Bismarck, ND 58504
Fax:
benmartinek@gmail.com
Member Since
January 2014
Manchester
Jonathan
Nelson Capital Mgmt / Wells Fargo
90 S 7th St
612-667-8630
Fax:
jon@nelsoncapital.com
Mastel
CFP, CFA
Member Since
August 2007
Mans
AKM Advisory, LLC
5200 Willson Road, Suite 150
Edina, MN 55424
612-360-4463
adam@akmadvisory.com
Adam
Fax:
Member Since
May 2012
Noah
Wipfli Hewins Investment Advisors
7601 France Avenue South, #400
Edina, MN 55435
952-548-3328
Fax:
nmarell@wipflihewins.com
B
PCG Agencies, Inc.
119 14th Street NW, #300
St Paul, MN 55112
651-605-2747
Insurance
Risk Management
Real Estate
Mauer-Tonn
176 Windsor Ct
612-747-8064
brianmartin25@gmail.com
,
651-900-0812
rdktonn@yahoo.com
Asset Management
Investment Planning
Retirement Planning
Member Since
September 2003
A
CFP
Member Since
October 1997
Kathleen
A
Fax:
Member Since
November 1983
May
CIC, CPCU
Fax: 763-746-8625
Member Since
May 2006
Brian
Daniel
May
AdvisorNet Financial, Inc.
701 4th Ave S, #1500
612-347-8600
jasonmay@advisornet.com
CFP
Fax:
J
CFP, CRC
701 Fourth Avenue S, Ste 1500
612-347-8622
Fax: 612-313-7504
danmay@advisornet.com
Retirement Planning
Member Since
Asset Management
December 1995
Member Since
November 2009
June 1, 2016
L
CFP
Michelle
Martin
Michael
Financial Dimensions Group
11272 86th Avenue N, Suite B
Maple Grove, MN 55369-4510
763-416-8206
Fax:
mmatheson@fdg-advisors.com
Asset Management
Estate Planning
Retirement Planning
CFP
Member Since
July 2015
Marquez
Emmy
Prudential
CMFC, CLTC
600 S Hwy. 169 #1000
952-544-9533 x7115
Fax:
emmy.mastel@prudential.com
Retirement Planning
Matheson
CFP
Marell
Member Since
July 2013
Minnesota Chapter
Jason
CFP
Fax:
Member Since
January 2012
Page 37
Mayrand
Alex
CFP
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
Fax:
Alexm@mrkfs.com
Retirement Planning
McConnell
Michael
McNeil
Member Since
September 2008
D
Planners Financial Services, Inc
Donald
Member Since
December 2012
McTeague
LarsonAllen Financial, LLC
CFP, CPA, PFS
220 S. 6th Street #300
612-376-4643
Fax: 612-376-4600
mmcconnell@larsonallen.com
Business Planning
Member Since
September 2000
McCoy
Donald
Heley, Duncan & Melander, PLLP
8500 Normandale Lake Blvd, Ste 2110
952-841-0206
Fax:
dmcneil@heleyduncan.com
L
Sean
Member Since
August 2006
Meath
Meath Financial Group
701 Fourth Ave S, Suite 1500
612-347-8637
rjmeath@advisornet.com
JD/CMFC
Eagan, MN
952-835-9000
Fax: 952-835-4702
dmccoy@plannersfinancial.com
Robert
Elizabeth
Member Since
April 1997
Meilahn
Minnesota Philanthropy Partners
101 Fifth St E, #2400
St Paul, MN 55101
651-325-4297
Fax:
elizabeth.mccray@mnpartners.org
Joni
US Bancorp Investments
60 Livingston Avenue, EP-MN-WS4M
St Paul, MN 55107
651-466-6330
Fax:
joni.meilahn@usbank.com
Paul
Counsel Financial Planning, Inc.
RFP/CFP
6 Pine Tree Drive, Suite 100
651-639-8707
Fax: 651-639-8807
paul@counselwealthmanagement.com
Asset Management
Qualified Plans
Retirement/Estate Planning
McDonough
S
Member Since
May 1983
Meints
Pathway Financial Advisors
Edina, MN 55435
952-593-9945
rkmeints@pathwayfa.com
Robert
CRPC, RFC
Fax: 952-545-8500
Member Since
May 1999
Jody
Member Since
August 2013
Meisler
Thrivent Financial
2896 Simpson Street
Roseville, MN 55113
651-491-8295
Fax:
jody.mcdonough@thrivent.com
Seth
Affiance Financial
600 Highway 169 South, #1950
952-253-2584
Fax:
seth.meisler@affiancefinancial.com
CFP, CPA
Member Since
October 2015
McNearney
Dennis
J
June 1, 2016
Member Since
April 2008
Meland
Denny's Tax Service
7106 Ohms Lane
Edina, MN 55439
612-869-4774
Fax: 612-869-0081
denny@dennyshelly.com
Member Since
Retirement and Tax Planning
December 1999
L
CFP
Member Since
July 2015
McCready
J
Fax: 612-347-7839
Member Since
March 2000
McCray
P
Securian
CFP
400 North Roberts St, Mail Stop A5-4520
St Paul, MN 55101
651-665-4520
Fax: 651-665-3565
sean.mcteague@securian.com
11450 Wayzata Blvd.
952-252-3880 x75203f
patricia.meland@fmr.com
...
Minnesota Chapter
Patricia
CFP
Fax:
Member Since
May 2008
Page 38
Minnesota’s oldest investment firm under private ownership. We are here to
support you locally through our three mutual funds:
MN FPA Contact
SCOTT D. HOWARD
showard@mairsandpower.com
651‐294‐8309
www.MairsandPower.com
ALPS Distributors, Inc. is the Distributor for the Mairs & Power Funds
Scott 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. 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. MNP000496 2/23/2016
Melander
Jon
J
Metzger
Boulay Financial Advisors, LLC
AIF, CFP, CIMC, CIMA
7500 Flying Cloud Drive, Suite 800
952-847-4802
Fax: 952-516-7230
jmelander@boulaygroup.com
Asset Management
Member Since
Asset Allocation
February 2001
Melby
3900 North Woods Drive #150
651-765-7035
bradley.l.melby@ampf.com
Retirement Planning
Tax Planning
Investment Planning
Bradley
L
Fax: 651-494-9768
Member Since
January 1995
Dana
Member Since
May 2012
Metzig
CFP
Menard
Michael
Schubert, Kumagai & Associates
CFP
763-543-5150
Fax: 763-525-0372
michael.r.metzger@ampf.com
J
Brittany
Meyer
Financial Dimensions Group, Inc.
CFP
11272 86th Avenue N, Suite B
763-416-8222
Fax: 763-416-8239
dmenard@fdg-advisors.com
Meristem
601 Carlson Pkwy, Ste 800
Hopkins, MN 55305
952-405-7959
bmeyer@meristemmfo.com
Brent
CFP
Fax:
Member Since
January 2014
Menzel
Thomas
L
Mergens
Gregory
Grant
Fure Financial
952-944-8250
Fax:
ffcgrant@msn.com
Fax:
gregmergens@yahoo.com
Member Since
April 2015
Kristi
Jon
BGM TruNorth Wealth Partners
CFP
4470 W. 78th Streete Circle, #200
952-844-2513
Fax: 952-844-2525
jmeyer@bgmtrunorth.com
Investment Planning
Retirement Planning
Estate Management
Meyers
BCU Investment Advisors
CFP
Target Credit Union, 1000 Nicollet Mall Dr
320-237-3811
Fax:
kristi.mertens@bcu.org
CFP
Member Since
February 2010
Meyer
Greg Mergens Insurance
1619 Palace Ave
St Paul, MN 55105
Mertens
Member Since
April 2012
Meyer
Legacy Financial Advisors Corp
CFP
3500 American Boulevard West, Suite 675
952-893-5565
Fax: 952-893-5560
tmenzel@lfamn.com
Estate Planning
Member Since
Retirement Planning
Investment Planning
September 1984
Keith Meyers, Inc
319 Main Street West
Cannon Falls, MN 55009
507-263-4830
keith@keithmeyers.com
Mertz Wealth Strategies, Inc.
8100 Penn Ave S, Suite 175
952-831-5660
mertzwealth@gmail.com
James
R
Fax: 952-835-8555
Member Since
March 2006
June 1, 2016
Member Since
June 1999
CFP
Fax:
Member Since
October 2014
Michaels
CFP
T
Keith
Member Since
August 2009
Mertz
J
Bond and Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
Brittany@bondanddevick.com
Member Since
Insurance
November 2003
Telos Consulting
7 Ridge Road
North Oaks, MN 55127
651-481-0508
MoMike83@comcast.net
Estate Planning
Retirement Planning
Tax Planning
Minnesota Chapter
Ramona
M
CFP
Fax: 651-481-0561
Member Since
February 1993
Page 39
Michaletz
Discipline Advisors, Inc
150 St Andrews Court #210
Mankato, MN 56001
507-382-7466
jane.michaletz@mnsu.edu
Jane
Mills
Jordan
Fax:
Member Since
January 2016
Middendorf
Nicole
Prosperwell Financial
CDFA
15600 - 35th Avenue North, Suite 101
Plymouth, MN 55391
763-231-9510
Fax: 763-231-9520
nicole.middendorf@lpl.com
Investment Planning
Divorce Mediation/Planning
Retirement Planning
Miller
N
BCI Wealth Management
2422 E 117th St , Suite A
Burnsville, MN 55337-1227
952-646-2491
bminsker@yahoo.com
Miller
Mark
CFP
Fax: 612-435-0030
Member Since
April 2012
Minton III
Member Since
April 2015
Joseph
Barry
Member Since
May 2003
Amber
Integra Shield Financial Group LLC
CFP
3181 Fernbrook Lane N.
763-201-1390
Fax: 763-201-1305
mike@integrashieldfinancial.com
Retirement Planning
Member Since
July 2013
Minsker
The Planning Center, Inc.
7084 E Fish Lake Rd
763-494-0095
Fax:
amber@theplanningcenter.com
Miller
M
H Lee
Minton Financial Services
CFP
601 S. Farwell Street, Ste B
715-832-9717
Fax: 715-834-5534
buzz.minton@lpl.com
Qualified Plans
Mutual Funds
Mitchell
JD
Member Since
January 2006
N
Member Since
November 2015
Moehring
Thrivent Finacial for Lutherans
11990 Aberdeen St NE, #4
Blaine, MN 55449
763-862-2885
jason.moehring@thrivent.com
Jason
CFP
Fax: 763-862-4903
Member Since
June 2013
Richard
R.
Member Since
April 2002
Miller
826 E 6th St
Duluth, MN 55805
612-963-1391
mill5793@d.umn.edu
Member Since
June 2011
Moen
Compass Private Wealth Consulting, LLC
CFP, CPA/PFS
15256 Fairway Heights Road NW
Prior Lake, MN 55372
612-309-3018
Fax:
rickmiller@cpwconsulting.com
Tara
Lutheran Church Extension Fund
9381 Kiowa Trail
952-484-8672
Fax:
pam.moksnes@lcef.org
Member Since
September 2014
June 1, 2016
C. Buzz
Creative Financial Advisers, Inc
CFP
7900 Xerxes Avenue South, #500
952-884-9311
Fax: 952-893-0133
buzzmoen@creativeadvisers.com
Tax Planning
Divorce Mediation Planning
Moksnes
Fax:
Member Since
August 1989
Barbara
Union Bank and Trust
312 Central Avenue SE, Suite 508
612-436-1445
Fax:
bmitchell@ubtmn.com
North Oaks Financial Services, Inc.
CFP, MSFS
4 Bent Tree Lane
651-998-9822
Fax: 651-230-3516
mark@northoaksfs.com
Miller
M
Wipfli Hewins Investment Advisors LLC CFP
7601 Frnce Ave. S, #400
Edina, MN 55435
952-548-3348
Fax: 952-548-3500
jmills@wipflihewins.com
Minnesota Chapter
Pamela
Member Since
October 1982
K
CFP
Member Since
April 2001
Page 40
Moleski
Eric
Gen Financial Management Inc
CFP
10800 Old County Road 15
Plymouth, MN 55441
952-513-1466
Fax: 952-513-1464
eric@genfinancial.com
Asset Management
Estate Planning
Qualified Plans
Mongeon
7760 France Avenue S., Suite 710
Edina, MN 55435
952-475-9700
Fax:
Chris.Mongeon@Thrivent.com
C
Moss
Member Since
June 1995
Chris
Katherine
Amanda
Fax: 763-315-8040
Member Since
May 1995
Patrick
Securus Wealth Management
3340 Annapolis Lane, Suite B
Plymouth, MN 55447
763-231-7886
kristen@securuswealth.com
Kristen
Pitzl Financial
3900 Northwoods Drive, Ste #240
651-287-3712
Fax:
kyle@pitzlfinancial.com
Kyle
Member Since
May 2008
Murphy
Arete Weath Strategies
1909 River Terrace
612-584-0682
ashley@arete-ws.com
CFP
Ashley
CFP
Fax:
Member Since
February 2013
Mooreland
James
Member Since
October 2012
Moran
William
J
Greg
Larson Allen Financial, LLC
2411 N. Hillcrest Parkway
Altoona, WI 54720
715-852-1146
dmurr@larsonallen.com
Donna
A
Member Since
May 1996
J
CFP
Fax: 715-852-1101
Member Since
August 2001
Murray
Capstone Advisory Group
Edina, MN 55435
952-562-2444
Fax:
gmortenson@capstoneadvgroup.com
Fiduciary Counselling, Inc.
30 East Seventh Street, #2000
St Paul, MN 55101
651-215-4424
ljm@fidcouns.com
Member Since
July 2011
June 1, 2016
Michael
CFP
3900 Northwoods Drive #150
651-765-7041
Fax: 651-494-9768
michael.a.murphy@ampf.com
Retirement Planning
Investment Planning
Murr
Bill Moran Consulting
CFP/CPA
400 Groveland Ave, #1607
612-671-1326
Fax: 612-671-4749
0billmoran@gmail.com
Financial Planning Software
Member Since
International Investing
Monte Carlo Simulations
November 1997
Mortenson
Member Since
August 2009
Murphy
The Emotional Investor
CFP, MS
8362 Tamarack Village, #119-265
St Paul, MN 55125
651-621-5712
Fax: 651-344-0817
jay@theemotionalinvestor.org
M
Fax: 763-231-7890
Member Since
June 2014
Moore
D
CFP
8500 Normandale Lake Blvd #450
952-921-8998
Fax: 952-844-0996
patrick.moyneur@jnba.com
Investment Planning
Member Since
Retirement Planning
December 2003
Mueller
CFP
Edina, MN 55436
952-920-3900
Fax:
amanda@cornerstonewealthadvisors.com
L
CFP/CFS/REG PRIN
Moyneur
CFP
Member Since
November 2014
Moore
JRA Financial Advisors
7373 Kirkwood Court #300
763-315-8000
kmoss@jrafinancial.com
Investment Planning
Asset Allocation
Estate Planning
Minnesota Chapter
Luke
J
CFP
Fax:
Member Since
October 2008
Page 41
Myers
Arlene
A
Nelson
CFP, CASL, LUTCF, FIC
8750 90th St S #204
651-458-5392
Fax: 651-459-7370
arlene.myers@thrivent.com
Pre-Retiree & Retiree
Member Since
Long Term Care Ins.
Pension Distributions
December 2003
Myers
Daniel
8750 90th Street South, #204
651-458-5392
Fax:
dan.myers@thrivent.com
Joseph
Nelson
Stewardship Investments, LLC
24414 Daniel Lake Drive
Bagley, MN 56621
218-785-2962
jnelson@stewardshipinv.com
CFP
Joseph
CFP
Fax:
Member Since
August 2011
Myrum
Jeremy
505 N. Hwy 169, Ste #900
Plymouth, MN 55441
763-417-1636
Fax:
jmyrum@wealthenhancement.com
Member Since
January 2015
Nahlovsky
ActiFi, Inc
Plymouth, MN 55447
763-550-0111
mnahlovsky@actifi.com
Member Since
August 2013
Nelson
CFP
Mark
1000 Shelard Parkway, Suite 300
952-225-0343
Fax:
mnelson@focusfinancial.com
Retirement Planning
Asset Management
Nelson
Matthew
Member Since
June 2001
Mitchell
Member Since
April 2015
Innovate Financial, Inc.
6701 Penn Avenue, Suite 200
Richfield, MN 55423
612-824-1107
mnakashima@tfamail.com
Michael
Member Since
March 2014
Marc
CFP
2040 Ridge Dr. #14
612-671-6380
Fax: 612-671-4768
marc.nall@ampf.com
Retirement Planning
Nelson
Lawing Financial
Wayzata, MN 55391
952-767-3021
cnelson@lawingfinancial.com
Clint
Member Since
February 2012
Nelson
Fax:
Nall
Robert
ChFC
3600 Minnesota Drive #550
Edina, MN 55435
952-841-8102
Fax: 952-841-8155
robert_d_nelson@msn.com
Investment Planning
Retirement Planning
Nelson
AJW Financial
11258 Cedar Pointe Drive South
952-405-2000
Fax:
nelson.scott.e@gmail.com
N
D
Member Since
April 1997
Scott
CFA, CFP
Member Since
May 1999
Member Since
June 2009
Nelson
Stacey
M
3300 Edinborough Way, Ste 610
Edina, MN 55435
952-767-1214
Fax:
stacey@birchwoodfp.com
Fax:
Member Since
January 2013
June 1, 2016
D
CFP
MyDisabilityPlans, LLC
6465 Wayzata Boulevard, Suite 920
952-224-5400 x206
Fax:
mitch@mydisabilityplans.com
Fax:
Nakashima
P
Advanced Retirement Resources
CFP
612-347-8630
Fax: 612-313-7527
jpnelson@advancedretirement.com
Retirement Planning
Member Since
Tax Planning
Asset Management
December 2002
Minnesota Chapter
Member Since
September 2013
Page 42
Nesser
Lisa
Cambridge Investment Research
CFP
300 14th Avenue NE
651-639-0786
Fax: 763-788-4959
lnesser@hotmail.com
Retirement Planning
Newman
Debra
M
Nolting
Member Since
October 1996
C
Gregory
Noor
Newman Long Term Care
ChFC, CLU, LTCP
6636 Cedar Ave. S., #100
Richfield, MN 55423
612-454-4402
Fax: 952-888-5170
debn@newmanltc.com
Long Term Care Insurance
C
CFP
430 West Main
Marshall, MN 56258
507-532-2559
Fax: 507-537-9629
gcnolting@yahoo.com
Insurance
Member Since
March 2007
Troy
A
Boulevard Wealth Management, Inc.
CFP, CFA
11995 Singletree Ln, Ste #240
877-664-2583
Fax: 877-670-2583
troy@blvdwealth.com
Member Since
April 2002
Nickolay
901 2nd St NE #310
612-900-7384
laura.nickolay@gmail.com
Laura
Nordmeier
Fax:
Member Since
May 2016
Nies
220 Park Ave S
St Cloud, MN 56302
320-258-3533
roycenies@yahoo.com
Retirement Planning
Asset Management
Estate Planning
Royce
N
David
Fax: 320-258-3513
Member Since
June 1982
Kathryn
Member Since
January 2006
Dean
CFP
952-563-1220
Fax: 952-563-1213
dean.a.norine@ampf.com
Retirement Planning
Northouse
Access Financial Services, Inc.
CFP
1650 West 82nd Street, Suite 850
952-885-2719
Fax: 952-885-0995
katie@afsnet.net
A
Midwest Wealth Advisors
CFS, CFP
21025 Commerce Blvd, Suite 700
Rogers, MN 55374
763-428-0066
Fax: 763-428-0072
dave@midwestwealthadvisors.com
Retirement Planning
Insurance
Norine
CFP
Noel
Member Since
March 2003
Member Since
October 1998
Katherine
535 Boulder Drive, Apt 409
Duluth, MN 55811
Fax:
north244@d.umn.edu
Member Since
April 2010
Nohner
The Nohner-Black Group
1300 Godward St NE, #1550
612-353-5021
ian.nohner@lpl.com
Ian
A
Member Since
October 2015
Norton
Brad
Fax:
Member Since
July 2015
Nohner-Black
Investors Financial Group
1300 Godward St., Ste 1550
612-671-4263
ardis.nohner@lpl.com
Ardis
L
Member Since
November 2008
Notermann
Morgan Stanley
8300 Norman Ctr Drive, #1150
Fax: 612-671-9662
Paul
J.
CHFC, CLU, CFP
Fax: 952-395-0628
paul.notermann@ms.com
Member Since
June 2003
June 1, 2016
W
408 St. Peter Street, #230
St Paul, MN 55102
651-286-4744
Fax: 800-503-8884
brad.norton@transamerica.com
Minnesota Chapter
Member Since
July 2001
Page 43
Relentless
in our pursuit of
successful results
for our clients.
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
RB5032-2-9-15.indd 1
2/9/15 10:55 AM
Novisky
Philip
J.
O'Keefe
Affiance Financial
CFP
600 Hwy 169 South, Suite 1950
952-253-2575
Fax: 952-435-5829
phil.novisky@affiancefinancial.com
Member Since
March 2006
Oberg
John
H.
Fiduciary Counselling, Inc.
CFP, CPA,MBA
2000 Wells Fargo Pl, 30 E Seventh St
St Paul, MN 55101
651-215-4430
Fax: 651-215-4492
jho@fidcouns.com
Tax Preparation
Oeth
O'Fallon
Integrated Financial Services
PO Box 1021
Willmar, MN 56201
320-214-7837
bob@ifsmn.com
Investment Planning
Mutual Funds
Retirement Planning
O'Laughlin
CFP, CFS
Member Since
July 2007
D
Member Since
April 2007
Oldre
Vincent
Assured Retirement Group, Inc
CFP
7760 France Ave S, Suite 1100
Minneaolis, MN 55435
952-657-7470
Fax:
vincent.oldre@assuredretirementgroup.com
CFP, ChFC, MSFS
Member Since
October 2001
Robert
G
Member Since
November 2014
Olivanti
414 1st Street S.
Virginia, MN 55792
218-741-2804
cheryl.j.olivanti@ampf.com
CFP/ChFC/CLU/LUTCF/CFS
Fax: 320-235-7997
Cheryl
Sean
The Advocate Group
601 Carlson Parkway
952-693-2630
Fax:
sohagan@theadvocategroup.com
Patrick
Member Since
June 2007
Olsen
Keystone Wealth Advisors Inc.
33 South 6th St, Suite 4100
612-465-8119
aolsen@keystonewa.com
CFP
Berthel
Cahill Financial Advisors
7300 Metro Blvd. Suite 625
Edina, MN 55439
952-926-1659
jeff@cahillfa.com
Jeffrey
R
Fax: 952-893-0133
Member Since
March 2003
Olson
The Advocate Group, LLC
4832 Flag Ave N
New Hope, MN 55428
952-693-2630
Fax:
lolson@theadvocategroup.com
CFP
Fax: 952-926-0633
Elizabeth
Dennis
M
Member Since
October 2011
Olson
Advantage Educational Programs
2115 W 63rd St
Richfield, MN 55423
612-798-5851
Fax:
dmohearn@gmail.com
7601 France Ave South, Suite 400
Edina, MN 55435
952-548-3321
Fax:
molson@wipflihewins.com
Member Since
March 2004
June 1, 2016
E
CFP
Member Since
May 2005
O'Hearn
A
CFP
Member Since
September 2014
Ohe
J
Fax: 218-741-3110
Member Since
July 1983
O'Hagan
Member Since
October 2010
Kevin
GEN Financial Management, Inc.
10800 Old County Road 15, Suite 200
Plymouth, MN 55441
952-513-1466
Fax:
kevin@genfinancial.com
Scott
7300 Metro Blvd., Suite 625
Edina, MN 55439
952-926-1659
Fax:
scott@cahillfa.com
Asset Management
Life Insurance
John
Focus Financial
CFP
1000 Shelard Parkway. Suite 300
952-225-0315
Fax: 952-525-8538
jokeefe@focusfinancial.com
Retirement Income Planning
Asset Management
Minnesota Chapter
Megan
CFP
Member Since
November 2011
Page 44
Olson Pedersen
Kelly
Caissa Wealth Strategies
7825 Washington Avenue S., Suite 625
952-777-2273
Fax:
kelly@caissawealth.com
Asset Allocation
Investment Planning
Olsonoski
S
Pagel
Ostrem
Member Since
March 2006
Park
P
Minnesota State University
150 Morris Hall
Mankato, MN 56001
507-389-2712
kwang-woo.park@mnsu.edu
Kwang Woo
CFP
Fax: 507-389-6377
Member Since
September 2006
Parnell
Paul
FPS Financial Inc
919 Old Highway 8 NW
651-633-2689
mikeo@fpsfinancial.net
Qualified Plans/403(b)
Asset Allocation
Annuities
Member Since
March 2004
O
Member Since
May 2010
Parrington
Christopher
Foley & Mansfield
250 Marquette Ave, #1200
CFP
Fax:
cparrington@foleymansfield.com
Michael
R
Member Since
June 2015
Patineau
CFP
Fax: 651-633-2847
Paape
Member Since
August 1993
Jodee
James
A
Wells Fargo Investments
CFP, CPA (inactive)
8770 E. Point Douglas Road South
Cottage Grove, MN 55016-4034
651-205-5747
Fax: 651-205-7424
james.a.patineau@wellsfargo.com
Member Since
Retirement Planning
September 2000
Patridge
JP Advisors, LLC
100 BridgePoint Dr, #120
South St Paul, MN 55075
651-455-4621
Fax:
jodee.paape@jodeepaape.com
Mark
I
CFP
1795 Ameriprise Financial Center, H23/1795
612-671-0589
Fax: 612-678-5470
mark.i.patridge@ampf.com
Member Since
June 2011
June 1, 2016
L
Parnell & Associates
Woodbury, MN 55125
651-730-2473x108
Fax: 651-730-5432
paul.l.parnell@ampf.com
Member Since
August 2004
Ovshak
A.
CFP, CPA
Member Since
January 2008
CFP
Linda
612-671-7819
Fax:
Linda.Ostrem@ampf.com
Diane
Park Place Wealth Management, LLC
1524 155th Ln NW
Andover, MN 55304
763-229-7051
Fax:
diane.park@comcast.net
Brandon
John
Member Since
August 1985
Park
Oslund Wealth Management Group
CFP, CRPC
315 E. Lake St. Suite 200
Wayzata, MN 55391
952-404-5941
Fax: 612-235-6106
brandon_oslund@ml.com
Member Since
Retirement Planning
September 2006
Private Client Reserve/US Bank
1316 Berwick Lane
Mahtomedi, MN 55115
612-303-3232
Fax:
j.ostrand@comcast.net
Asset Management
Trusts
Estate Planning
Fax: 239-693-7213
Member Since
November 2002
Steve
Ostrand
E
CFP
12848 New Market Street
Fort Myers, FL 33913
239-693-7213
depagel@comcast.net
Retired
1000 Shelard Pkwy, Suite 300
952-225-0348
Fax: 952-525-8538
solsonoski@focusfinancial.com
Funding Education
Retirement Planning
Tax Planning
Oslund
Douglas
CFP / CDFA
Minnesota Chapter
Member Since
February 1985
Page 45
Patterson
Jerome
C
Pilacinski
Professional Fiduciary Advisers, LLC CFP/CPA
16129 SE Amelia Road
Glenwood, MN 56334-4175
612-508-9290
Fax: 952-944-8496
patterson.jerome@ymail.com
Qualified Plans
Member Since
Retirement Planning
Tax Planning
September 1985
Pechacek
Laura
220 South Sixth St, #300
608-354-1878
Fax:
laura.pechacek@claconnect.com
Darin
The Mutual Fund Store
1960 Donegal Drive, #40
Woodbury, MN 55125
763-494-8889
Fax:
dpilacinski@mutualfundstore.com
Member Since
August 2010
Piller
Piller Financial Group
301 Carlson Parkway Ste 300
952-258-5157
Grant@Pfingroup.com
CFP
CMFC
Grant
LUTCF
Fax:
Member Since
April 2015
Pederson
David
J
Member Since
June 2015
Pitz
Midwest Wealth Advisers
CLU
21025 Commerce Blvd., Suite 700
Rogers, MN 55374
763-428-0069
Fax: 763-428-0072
dped@midwestwealthadvisors.com
John
Member Since
April 2003
Peichel
MRK Financial Solutions Inc
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
wendyp@mrkfs.com
Wendy
Member Since
October 2015
P.O. Box 6928
612-865-5781
petersonbl@gmail.com
Brenda
Member Since
July 2011
Dave
Jason
PCG Agencies, Inc.
119 14th Street NW, #300
St Paul, MN 55112
651-605-2706
jackp@pcgagencies.com
John
M
T
Steven
Member Since
March 2012
Pollard
Fax: 763-746-8625
Member Since
May 2006
June 1, 2016
Member Since
June 2004
Raymond James Financial Services, Inc.CFP
1905 E. Wayzata Blvd, #155
Wayzata, MN 55391
952-767-1704
Fax:
Steven.Plant@RaymondJames.com
Member Since
December 2014
Pickler
D
CFP, CRPC, AAMS
3601 Minnesota Dr, Suite 905
Edina, MN 55435
952-841-7500
Fax: 952-841-8500
jason.t.plank@ampf.com
Member Since
Retirement Planning
June 2006
Plant
Marketplace Home Mortgage, LLC
7380 France Ave S, Ste 200
Edina, MN 55435
952-278-3447
Fax:
davep@marketplacehome.com
Joseph
Pitzl Financial
CFP
3900 Northwoods Drive, Ste #240
651-287-3712
Fax: 651-287-3766
joe@pitzlfinancial.com
Estate Planning
Life Planning
Plank
Fax:
Petroske
Member Since
March 2006
Pitzl
Fax:
Peterson
D.
CFP, ChFC, CLU
551 West 78th Street, #5, POB 820
952-949-6630
Fax: 952-949-6632
john.d.pitz@ampf.com
Dana
CFP
7525 Currell Blvd
Woodbury, MN 55125
651-205-5005
Fax: 651-205-7108
dana.pollard@wellsfargo.com
Retirement Planning
Asset Allocation
Minnesota Chapter
Member Since
June 2006
Page 46
Polley
Bryan
Primeau
The Private Client Reserve of U.S. BankCFP, RFC, CFS
800 Nicollet Mall BC-MN-H16D
612-303-4255
Fax:
bryan.polley@usbank.com
Bruce
Member Since
January 2010
Pomeroy
Merchants Investments
102 E 3rd St
Winona, MN 55987
612-554-5860
pomeroy.jamie@gmail.com
Jamie
Member Since
October 2014
Prokop
5200 W 73rd St
Edina, MN 55439
952-841-2233
Greg.Prokop@accredited.com
Fax:
Greg
CFP
Fax:
Member Since
July 2011
Pope
Laura
T
Member Since
December 2009
Bryan
Pratt, Kutzke & Associates, LLP
1651 Commerce Dr., #100
Mankato, MN 56003
507-388-0770
Fax:
bryan@pkallp.com
Member Since
April 2016
Prokott
Transamerica Retirement Management CFP
408 St Peter St, Suite 230
St Paul, MN 55102
651-286-4757
Fax: 800-503-8884
laura.pope@transamerica.com
Pratt
W
Greg
Mainstay Investments
2806 - 116th Avenue NE
Blaine, MN 55449
612-423-1689
Fax:
greg_prokott@newyorklife.com
Mutual Funds
Asset Management
Prum
Wells Fargo Advantage Funds
11283 49th Ave N
612-272-6419
kosal.prum@wellsfargo.com
CFP
USGA ABC
Member Since
February 1995
Kosal
Fax:
Member Since
April 2007
Pratt
Financial Designs
7400 Metro Blvd, #223
Edina, MN 55439
952-844-9880
david.pratt@fdi-inc.com
David
A
Member Since
May 2008
Purkat
Corey
CFP, CPC, QPFC
AIF
2510 Hamlet Ave N
St Paul, MN 55128
763-442-2196
corey@northwoods.xyz
Fax: 952-844-9969
Fax:
Member Since
September 2012
Prentiss
Robert
N
3020 Harbor Ln N
Plymouth, MN 55447
763-541-8400 x103
justinp@mrkfs.com
Member Since
November 2012
Qualy
Independent Service Company
CLU ChFC
7760 France Avenue S #270 MN Ctr
Edina, MN 55435
952-835-1560
Fax: 952-835-1745
rprentiss@iscinvest.net
Member Since
Retirement Planning
September 2000
Prescott
Justin
Trisha
AdvisorNet Wealth Management
2315 26th Ave S #2
612-347-7807
Fax:
trisha@financiallyfluentadvisors.com
Member Since
October 2015
Quandt
Fortune Financial
952-908-2505
JQ@fortunefin.com
CFP AIF
Fax: 763-541-8404
Member Since
March 2008
June 1, 2016
A.
Summit Wealth Advocates
CFP
5871 Crossandra St SE
Prior Lake, MN 55372
612-987-9112
Fax:
bprimeau@summitwealthadvocates.com
Minnesota Chapter
James
J
CFP
Fax:
Member Since
February 2016
Page 47
Rach
Kelly
Reid
703 E 11th St
Glencoe, MN 55336
Mindy
CFP, CRPC
763-543-5142
Fax: 763-525-0372
mindy.e.reid@ampf.com
Fax:
kelly.m.rach@ampf.com
Member Since
June 2015
Radermacher
Dana
Member Since
November 2004
Reiter
Northwestern Mutual
1000 Trail View Lane Se
Pine Island, MN 55963
507-529-6073
philip.reiter@nmfn.com
1228 Charles Ct
Delano, MN 55812
Fax:
rader036@d.umn.edu
Philip
Fax:
Member Since
October 2015
Ragborg
Jennifer
Rekow
ACSIA Partners, LLC
CFP
15408 Bryant Avenue S
952-898-2750
Fax: 952-898-2750
jennifer.ragborg@acsiapartners.com
Member Since
August 2005
Rashid
Alfred
Financial Organization Services Inc
701 - 4th Avenue South, Suite 1500
Deceased
Fax:
Rasmussen
J
Member Since
May 1984
Nicholas
Fax:
nicholas.rasmussen@thrivent.com
Member Since
May 2013
4616 Upton Ave S
952-857-1308
robert.j.ray@ampf.com
Robert
J
Fax: 952-837-1133
Bob
F
43 Main St SE #236
612-378-7560 ext. 20
mricci@vectorwealth.com
Mortgage Solutions
Wealth Management
7601 France Ave South, #600
Edina, MN 55435
952-857-1420
steven.g.rice@ampf.com
Member Since
December 2007
June 1, 2016
Ronald
Michael
J
L
Minnesota Chapter
A
CFP
Fax: 612-379-4895
Member Since
January 2002
Rice
8575 Indahl Ave S
651-286-4727
Fax: 888-247-2090
bob.regenfuss@transamerica.com
Member Since
June 1999
Revier Financial Services LLC
CFP/CPA
9800 Shelard Parkway Suite# 330
Plymouth, MN 55441
763-417-0809
Fax: 763-417-0852
rrevier@revierfinancial.com
Member Since
Retirement Planning
Tax Planning
November 1995
Ricci
CFP
Member Since
February 1995
Regenfuss
Peter
W
BGM TruNorth
CLU, ChFC, CFP
Oakdale, MN 55128
651-735-5878
Fax: 651-735-5881
prekstad@bgmtrunorth.com
Member Since
Asset Management
Retirement Planning
November 1998
Revier
Thrivent FInancial
11550 Stillwater Blvd N, Ste 104
Lake Elmo, MN 55042
Ray
Mark
Rekow Management LLC
CFP
101 S First Street, Suite 50
Montevideo, MN 56265
320-269-7889
Fax: 320-269-3220
mwrekow@rekowmanagement.com
Retirement Planning
Rekstad
CFP
Retirement Planning
Member Since
April 2012
Steven
G
CFP
Fax:
Member Since
October 2008
Page 48
As a Financial Advisor
you work hard to
manage your client’s
wealth...
At PCG Agencies, Inc.,
we work hard to
protect their wealth.
When was the last time
each of your clients had a
P&C Insurance review?
Personal Risk Management & Insurance
119 14th Street NW, Suite 300
St. Paul, MN 55112
www.pcgagencies.com
Call one of our Personal Risk Managers today!
Jack Pickler
651-605-2706
jackp@pcgagencies.com
Michelle Marquez, CIC, CPCU
651-605-2747
Craig Johnson
651-605-2751
craigj@pcgagencies.com
Independent Agents • Home, Automobile, Boat, Recreational Vehicle, Umbrella
Rich
Jerry
FCMM Benefits and Retirement
901 East 78th Street
952-853-8472
Fax:
Jerry.Rich@fcmmbenefits.org
Roberts
Robin
BrightPath Financial Corp.
11985 Technology Drive, Suite 100
612-867-5959
Fax:
robin@brightpathfinancialcorp.com
CFP
Member Since
April 2014
Riddell-Dudra
Nancy
3975 Chippewa Circle
Loretto, MN 55357
952-758-6363
Fax:
nancy.riddell-dudra@ampf.com
P
Member Since
August 2014
Robinson
Jay
Member Since
December 1993
Rishovd, II
Morgan Stanley
225 South 6th Street, Ste 5100
612-340-6748
rishovds@q.com
Thomas
A
Member Since
January 2006
Roeschlein
Daniel
Humphrey, Pawelk & Associates
180 2nd Ave SW
Milaca, MN 56353
320-983-1331
Fax:
daniel.j.roeschlein@ampf.com
CFP
Fax:
Member Since
January 2006
Ritter
David
Fax:
davidritter@discoveryfinancial.com
Member Since
July 2015
Douglas
Discovery Financial Centers, Inc
CFP
307 Dakota St./PO 402
Red Wing, MN 55066
651-388-9594
Fax: 651-388-9620
dritter@discoveryfinancial.com
Funding Education
Retirement Planning
Robbins
Tempo Investment Advisors
4540 196th St W
952-300-8836
Fax:
dustin@tempo-investments.com
Dustin
L
Brent
Member Since
October 1992
M
Member Since
March 2013
Ronn
M.
James
Greater Midwest Financial Group
CFP
3222 Rice Street
St Paul, MN 55126
651-490-9790
Fax: 651-490-9788
james.ronn@greater-midwest.com
Retirement Planning
Rooney
Wells Fargo
222 West Superior St.
Duluth, MN 55802
218-723-2603
Fax: 218-723-2660
tammy.m.robbins@wellsfargo.com
Edina, MN 55439
952-841-2222
Megan@accredited.com
Member Since
July 2007
June 1, 2016
Member Since
June 1997
Tempo Investment Advisors
CFP
2012 Waterford Lane
Chaska, MN 55318
612-210-3353
Fax:
Brent.romenesko@tempo-investments.com
CFP
Tammy
Michael
360 Financial
AIF
952-542-8900
Fax: 952-562-8962
mrogers@360financial.net
Qualified Plans
Retirement Planning
Investment Planning
Romenesko
Member Since
May 2015
Robbins
Member Since
September 2015
Rogers
Discovery Financial Centers, Inc.
307 Dakota St
Red Wing, MN 55066
Ritter
A
Charles Schwab Advisor Services
800 Nicollet Mall, #2925
612-375-0607
Fax: 612-371-0801
jay.robinson@schwab.com
CFP
Minnesota Chapter
W
Member Since
October 1996
Megan
CFP
Fax:
Member Since
March 2011
Page 49
Rosandich
Nicole
PHH Home Loans
CFP
7550 France Ave South, #340
Edina, MN 55435
612-723-2658
Fax: 888-411-0039
Nicole.Rosandich@phhonline.com
Business Planning
Marketing
Mortgage Planning
Rose
Rose Chase Financial
7900 Xerxes Avenue S #910
952-896-3400
jon@rosechase.com
Jonathan
Rouman
Member Since
February 2004
C.
Sam
KDV Wealth Management, LLC
CFP, AIF, CLU, ChFC
3800 American Blvd., Suite 1000
Minneapoolis, MN 55431
952-563-6900
Fax:
SRouman@kdv.com
Member Since
Retirement Planning
February 2006
Rovaina
Bronfman E.L. Rothschild
225 S 6th St, #2300
612-876-4842
tiffany.rovaina@belr.com
CMFC, CFP
Fax: 612-896-3401
Tiffany
CFP, ChFC
Fax:
Member Since
December 2004
Rossi
Joan
Rossi Dubuque Breckenridge, LLC
CFP
612-870-7414
Fax: 612-870-1200
joanrossi@joanrossi.com
Retirement Planning
Wealth Management
Rossi
K
Member Since
June 2014
Ruce
Philip
Stone Arch Law Office PLLC
333 Washington Ave N, 300 Union Plaza
612-345-7496
Fax:
phil@stonearchlaw.com
Member Since
January 1985
Stephanie
Member Since
July 2015
Rudi
CFP
8500 Normandale Lake Blvd., Ste. 450
952-844-0995
Fax: 952-844-0996
stephanie.rossi@jnba.com
Parr Knight Wealth
80 South 8th Street, #3400
612-340-4551
john.rudi@wfadvisors.com
John
CRPC
Fax:
Member Since
January 2000
Rossow
Troy
M
Runck
CFP
1391 Michelle Dr
Eagan, MN 55123
612-904-8153
t.m.rossow@comcast.net
Fax: 612-904-8008
Member Since
July 2005
Rosvold
Member Since
September 2015
Patrick
Russell
Runck & Assoc. of Ameriprise
CFP
703 11th Street East
Glencoe, MN 55336
320-864-6565
Fax:
russ.e.runck@ampf.com
Retirement Planning
Rushman
CLU, ChFC
Member Since
November 2015
Rothberg
Suzette
4508 Shady Beach Circle
Independence, MN 55359
612-325-9897
Fax:
suzette2016@yahoo.com
Mutual Funds
International Investing
June 1, 2016
Member Since
January 2015
Ryan
Transamerica Retirement
St Paul, MN 55102
651-286-4767
lee.ryan@transamerica.com
CFP
Member Since
July 2008
Paul
USAdvisors Insurance Agency
15752 Venture Lane
952-746-7680
Fax:
prushman@usadvisorsinsurance.com
9589 Baker Ct
Inver Grove Heights, MN 55077
612-904-8153
Fax:
prosvold@gustavus.edu
E.
Member Since
September 2001
Minnesota Chapter
Lee
CFP
Fax: 888-247-2122
Member Since
September 2014
Page 50
Rydell
Ronald
Rydell Financial
CFP
8400 Normandale Lake Blvd., Suite 920
952-884-4141
Fax: 952-881-6440
ronr@rydellfinancial.com
Sell-Side M&A
Exit Strategies for Business Owners
Sadelack
Molinari Financial
7400 University Ave NE
Fridley, MN 55432
612-805-9350
Fax:
doreen@molinari-financial.com
K
Sayers
Doreen
Barbara
Member Since
July 2013
Lauri
Castle Rock Financial Planning, Inc.
CFP CFA
750 Main Street, Suite 215
Medota Heights, MN 55118
651-294-0013
Fax: 651-389-9440
lauri@castlerockfp.com
Retirement Planning
Samaha
Ahmed
Timothy
Encore Wealth Advisors
CFP
715 Atlantic Avenue
Morris, MN 56267
320-288-4084
Fax:
timothy.schaefer@securitiesamerica.com
Schiavo
CFP, CRPC
90 S. 7th Street, 10th Floor
612-667-3851
Fax: 612-667-4727
Barbara.J.Sager@wellsfargo.com
Salverda
Member Since
September 2011
Schaefer
CFP
P
Trust Point
43 Main Street SE, Suite 214
612-339-2343
cschmidt@trustpointinc.com
Member Since
September 2008
Christine
CFP
Fax:
Member Since
June 2003
M
Member Since
July 2014
Schmitz
NFP
9655 Schmidt Lake Road
Plmyouth, MN 55442
763-450-1806
peter.schmitz@nfp.com
Peter
CFP, CFA
Fax:
Member Since
December 2014
Sanders
James
H
Saunders
Robert
Investment Centers of America, Inc.
CFP/CPA
145 S Main St, Box 137
Bird Island, MN 55310
320-365-4099
Fax: 320-365-4621
rob.saunders@investmentcenters.com
Estate Planning
Retirement Planning
Tax Planning
June 1, 2016
Member Since
November 2008
Scholz
Century Financial Advisors, Inc.
CFP, MS, CFCA
P.O. Box 9056
Fargo, ND 58106
701-237-3453
Fax: 701-893-3453
jsanders@fscadvisor.com
Member Since
Retirement Planning
December 1999
P
Ellen
Effective Money Strategies, Inc.
CFP
7865 Fourth Avenue
Lino Lakes, MN 55014
651-717-0113
Fax: 651-717-0116
EMScholz@aol.com
Retirement Planning
Schroeder
Member Since
March 2001
Member Since
October 2007
Larry
122 North 3rd Street
Marshall, MN 56258
507-532-2219
Fax:
larry.j.schiavo@ampf.com
Retirement Planning
Schmidt
Joern, Samaha, Ryan and Associates - Ameripris
CFP
555 Nicollet Mall #200
612-746-5305
Fax:
ahmed.m.samaha@ampf.com
M
CFP, CLU, MBA
Member Since
September 1996
Member Since
October 2014
Sager
David
BGM TruNorth Wealth Partners
4470 West 78th Street Circle, #200
952-844-2500
Fax:
dsayers@bgmtrunorth.com
Julieann
USAdvisors Wealth Management
CFP, AIF
15750 Venture Lane
952-829-0000 x6166
Fax: 952-829-5555
julieann.schroeder@securitiesamerica.com
Qualified Plans
Investment Planning
Minnesota Chapter
M
Member Since
March 1997
E
Member Since
May 1993
Page 51
Schubert
John
CFP
763-543-5170
Fax: 763-525-0372
john.c.schubert@ampf.com
Retirement Planning
Investment Planning
Schubert
763-543-5153
margit.m.schubert@ampf.com
Margit
C
Schwartz
Gary
Member Since
June 1989
M
Member Since
March 2003
Schwartz
Paul
Fax: 763-525-0372
Member Since
July 2005
Bryan
Eric
Member Since
March 2006
Schwartz
Lawing Financial
Wayzata, MN 55391
952-767-3021
Fax:
bschuenemann@lawingfinancial.com
Todd
Richard
Member Since
September 2012
Kent
D
John
Freedom Financial Partners
CFP
605 Topaz Ln
Hudson, WI 54016
651-797-3532
Fax:
john@ffpforme.com
Insurance
Schwandt
S.
First Point Financial Group
952-905-2244
jsealine@fstpt.com
Joyce
Member Since
July 1993
A
Fax: 952-905-2245
Member Since
March 2003
952-432-4666
becky@mindfulplanning.com
Becky
Fax:
Member Since
June 2007
David
R
ChFC, CLU, CFP
Sebastian
Member Since
February 2015
Sebold
PLANVISER Financial
CFP/JD/CLU/ChFC/MSFS
701 Fourth Avenue So., Suite 1500
612-436-3755
Fax: 612-313-7554
DSchwandt@planviser.com
Boulay Financial Services LLC
7500 Flying Cloud Drive, #800
952-841-3004
msebold@boulaygroup.com
Member Since
December 1998
June 1, 2016
Kim
SilverOak Wealth Management
CPA/PFS/CFP
Edina, MN 55435
952-896-5707
Fax: 952-896-5719
kschwichtenberg@silveroakwealth.com
Tax Planning
Sealine
Educators Financial Services Inc
CFP, CLU, ChFC, LUTCF, CPA
440 Emerson St. N, Suite #2
Cambridge, MN 55008
763-689-9023*86043
Fax: 763-689-3742
kents@tsainvest.com
Specialty Groups
Member Since
Asset Management
October 1996
Schwalbach
Member Since
July 1999
Schwichtenberg
CFP, CFS
612-617-6030
Fax:
rick.schultenover@northstarfinancial.com
Schutte
S
CFP
612-671-2404
Fax: 612-671-4749
tsschwartz8@yahoo.com
Member Since
February 2008
Schultenover
G
Wells Fargo Private Client Services
CFP
6th & Marquette, MAC: N9305-101
612-316-2720
Fax: 612-667-7963
paul.g.schwartz@wellsfargo.com
CFP
Schuenemann
H
CLU, ChFC, CRPC
612-817-8711
Fax: 952-837-0900
gary.schwartz@northstarfinancial.com
Minnesota Chapter
Molly
CFP, CPA
Fax: 952-841-2989
Member Since
July 2008
Page 52
IT’S TIME TO GET MORE
OUT OF YOUR CUSTODIAN
With Scottrade® Advisor Services, you’re not just another client;
we’re in this together. Our personalized solution is created with
you in mind. We don’t believe in one-size-fits-all. Our dedicated
advisor service teams and powerful trading solutions allow you
to spend more time with your clients. That means you spend more
time growing your business, and less time bogged down in your
day-to-day. It’s a win-win.
Contact us today to discuss your growth strategy.
advisor.scottrade.com/getmore // 855.222.8981
Dedicated Advisor
Service Teams
Powerful Trading
Solutions
Comprehensive
Third-Party Resources
Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. — Member FINRA /SIPC.
Segal
Actifi, Inc.
3030 Harbor Lane N, #216
Plymouth, MN 55447
763-746-1261
spenser@actifi.com
Spenser
Seymour
AIFA
Fax: 763-746-1260
Member Since
December 2008
Seidel
James
Robert W. Baird & Company
Edina, MN 55435
952-857-5506
Fax:
jseidel@rwbaird.com
R
Laura
TorchLight Advisors
CFP
8400 Normandale Lake Blvd Ste 920
952-921-2450
Fax: 952-378-2811
laura@torchlightadvisorsllc.com
Life Planning
Shallman
Tenielle
Sessions Financial Group
8023 - 32nd Place North
Crystal, MN 55427
763-494-0095
jj@sessionsfinancial.com
Joseph
J
Member Since
July 2005
Benjamin
R
Member Since
February 2009
Minnesota State Univ - Mankato
Morris Hall 150
Mankato, MN 56001
507-389-5090
Fax:
roger.severns@mnsu.edu
Ryan
CFP
5200 W 73rd St
Edina, MN 55439
952-841-2220
Fax: 952-841-2223
Ryan.Shannon@accredited.com
Shavlik
CFP, CFS
2701 University Avenue S.E.
612-617-6028
Fax: 612-256-3028
ben.setterlund@northstarfinancial.com
Severns
Member Since
February 2006
Shannon
Fax: 763-494-8802
Setterlund
Roger
Shavlik Financial Services
1865 W Wayzata Blvd #206
Long Lake, MN 55356
952-473-8300
gene@shavlikfinancial.com
Tax Planning
Retirement Planning
Home Mortgage Services
Gene
Mark
CFP
848 Great Oaks Trail
Eagan, MN 55123
612-316-4106
Fax: 612-316-1155
mark.a.severson@wellsfargo.com
Estate Planning
Investment Management Consulting
Retirement Planning
Sexton
612-397-3136
Fax:
samdsexton@gmail.com
Vicki
CFP
Member Since
July 2012
Shedlock
Andrew
R
Foley & Mansfield
250 Marquette Avenue, Suite 1200
612-216-0221
Fax:
ashedlock@foleymansfield.com
Member Since
May 1998
Samuel
Member Since
July 2014
Sheridan
Sheridan Law Offices
4470 Erin Dr., Suite 101
Eagan, MN 55122
651-452-8705
law@sheridanlaw.org
CFP, CPA
Member Since
March 2013
June 1, 2016
J
Member Since
August 1992
Securian Trust Company
400 Robert Street North
St Paul, MN 55101
651-665-4001
Fax:
vicki.shawn@securiantrust.com
A
Member Since
April 2008
Fax: 952-473-3800
Shawn
PhD
M
CFP/CPA
Member Since
March 2016
Severson
M.
CFP
505 N. Hwy 169, Suite #900
Plymouth, MN 55441
763-417-1674
Fax: 763-417-1674
tshallman@wealthenhancement.com
CFP
Member Since
April 2013
Sessions
Member Since
January 2008
Minnesota Chapter
Daniel
M
CPA, Attorney
Fax: 651-452-8745
Member Since
July 2002
Page 53
Shimkus Jr.
Frank
S
Snow
Burns Brothers Financial Group, Inc.
9555 James Avenue S., #200
952-881-4533
Fax:
fshimkus@bbfg.com
AM RP TP
Financial Concepts, Inc.
9655 Schmidt Lake Road
Plymouth, MN 55442
612-840-2093
psnow@fci-wmg.com
Peter
CFP
Fax:
Member Since
July 2007
Silbaugh
D. Peter
CFP
10000 Minnetonka Blvd.
952-563-1225
Fax: 952-563-1213
d.p.silbaugh@ampf.com
Retirement Planning
Investment Planning
Simpson
1000 Shelard Parkway #300
952-225-0345
ssimpson@focusfinancial.com
Retirement Planning
Estate Planning
Somuri
Sam
2091 Pinehurts Drive
303-663-4916
wiaarm@yahoo.com
Fax:
Member Since
June 2000
Member Since
November 2003
Spaanem
Andrew
Northwestern Mutual Financial Network CFP
5201 Eden Avenue, Ste 200
Edina, MN 55436
952-698-7036
Fax: 952-922-2031
andrew.spaanem@nmfn.com
CFP
Fax: 952-525-8538
Member Since
July 1994
Corey
J
Fax: 507-532-0018
Member Since
March 2006
Cory Ann
Member Since
February 2012
Spaude
CFP
Skogrand
J
Ryan
Eide Bailly Financial Services
CFP
1911 Excel Drive
Mankato, MN 56001
507-387-6031
Fax: 507-387-6436
rspaude@eidebailly.com
Retirement Planning
Estate Planning
Springborn
CFP
122 North 3rd Street P.O. Box 214
Marshall, MN 56258
507-532-2219
Fax: 507-532-0018
corrine.2.skogrand@ampf.com
Barry
Ken
L
Council Wealth Management
7730 Laredo Drive Unit 995
612-986-7145
roger@rogersmith.us
Roger
Woodbury Financial Services
12287 - 24th Street No.
Lake Elmo, MN 55042
A
Fax:
Clayton
M
CLU, CFP
Fax: 651-773-5665
clayton.stgeorge@woodburyfinancial.com
Member Since
April 2002
Staebler
Member Since
January 2016
June 1, 2016
Member Since
May 2001
Member Since
March 2007
St. George
CFP
4208 Kemrich Circle
612-667-3488
Fax: 612-667-4727
lkjksmith@yahoo.com
Member Since
Retirement Planning
Investment Planning
November 1998
Smith
C
CFP
18015 Ulysses Street NE, Suite 100
Ham Lake, MN 55304
763-754-2670
Fax: 763-754-2722
barry.springborn@thrivent.com
Member Since
March 2006
Smith
S
CFP
Scott
Skogrand
122 North 3rd Street
Marshall, MN 56258
507-532-2219
corey.j.skogrand@ampf.com
Member Since
June 2013
Jon
Lincoln Financial Advisors
CLU, LUTCF
610 3rd Ave SE
Perham, MN 56573
218-346-2211
Fax: 218-346-2221
jon.staebler@lfg.com
Estate Planning & Life Insurance
Minnesota Chapter
R
Member Since
October 2006
Page 54
Stanley
Bonnie
A
Stoerzinger
Office Connection & Send Out Cards
3900 Main Street NE
763-781-1212
Fax: 763-226-2393
office@fpamn.org
Member Since
August 1994
Stanzak
Janet
Financial Empowerment, LLC
CFP
450 American Blvd. West
952-646-0026
Fax: 952-893-0133
jstanzak@finempowerment.com
Retirement Planning
Steffen
Robert
A
Stolba
Todd
Mitchell
Member Since
August 1996
A
W
14027 Ridge Point Court
Savage, MN 55378
952-233-2151
reid@advisoryquest.com
Reid
Fax:
Member Since
February 2011
Strand
400 Robert St N Ste 1400
Saint Paul, MN 55101
952-838-8189
cyndi.strand@rbc.com
Cynthia
Matt
Stein
Paul
T
Fax:
Stiles
Susan
11450 Wayzata Blvd
952-252-3880
james.strate@fmr.com
James
CFP
Fax:
Member Since
March 1999
C
Member Since
April 2013
Strauss
M
Cordis Financial
2701 University Ave. SE
612-617-6081
Ingrid@cordisfinancial.com
Ingrid
CFP
Fax:
Member Since
August 2012
Stricker
Stiles Financial Services, Inc.
CFP, ChFC, CIMA, AIF, MBA
6550 York Avenue So., Suite 412
Edina, MN 55435
952-988-0452
Fax: 952-988-0752
susan@stilesfinancial.com
Corporate Retirement Plans
Member Since
Investment Services
March 2004
June 1, 2016
Member Since
January 2004
Strate
Advanced Retirement Resources, Inc. CFP
612-347-8630
Fax: 612-313-7527
pcstein@advancedretirement.com
Retirement Planning
Member Since
September 1992
J
CFP
Member Since
June 2000
Conway, Deuth, & Schmiesing, PLLP CFP EA
2351 Connecticut Avenue, #110
Sartell, MN 56377
320-252-7565
Fax: 320-252-6124
msteidl@cdscpa.com
Tax Planning
Business Planning
Tax Preparation
D
Member Since
March 2003
Stone
Acumen Financial Group, Inc.
CFP
8500 Normandale Lake Boulevard #510
952-897-5777
Fax: 952-897-5775
todd@acumenfinancial.com
Steidl
Member Since
August 2002
Rock Island Wealth Management
22051 Marie Ave
Rogers, MN 55374
763-489-7378
Fax:
mstolba@rockislandwm.com
Robert Steffen & Associates
CFP
9801 Dupont Avenue S #360
952-884-7700
Fax: 952-884-6791
bob@robertsteffen.com
Physician Financial Planning
Member Since
Estate Planning
Investment Planning
September 1982
Steger
Lee
Lee Stoerzinger, Inc.
CFP
940 Inwood Avenue North
Oakdale, MN 55128
651-578-1600
Fax: 651-578-1699
lee@leestoerzinger.com
Retirement Planning
Investment Planning
Alan
M
August Financial Consulting, LLC
3616 County Rd 101 S
Wayzata, MN 55391
952-767-2073
Fax:
Alan@AugustFinancialConsulting.com
Minnesota Chapter
Member Since
October 2012
Page 55
Stroh
Gregory
A
Swanson
Capital Management Associates
7900 Xerxes Ave S #500 NW Fncl Ctr
952-893-1200
Fax: 952-893-0133
gstroh@cap-mgt.com
Member Since
December 1995
Strohmaier
Sara
Swanson
2904 Lyndale Avenue South, #400
Fax:
sarastrohmaier@aol.com
Member Since
September 2014
Stroot
Scott
13782 Bluestem Court, Suite 150
Baxter, MN 56425
218-829-4131
Fax:
scott.d.stroot@ampf.com
Duane
Bridge Investment Group
CFP
1200 Hosford Street, Ste 104
Hudson, WI 54016
715-386-5588
Fax: 715-386-5599
duanes@bridgeinvestmentgrp.com
Life Planning
D
Maclay
CFP, CFS
3900 Northwoods Drive, #150
651-765-7031
Fax: 651-494-9768
maclay.m.swanson@ampf.com
Retirement Planning
Swanson
J. Daniel
Kathleen
CFP
17963 Bearpath Trail
Fax:
kathytillotson@comcast.net
Molly
Member Since
March 2012
Swart
Lori
CFP
CFP
13609 74th Pl N
952-404-5959
lorifick13@gmail.com
Fax:
Fax:
Member Since
June 2007
Sundell
John
R
Member Since
July 2013
Sydorenko
Midamerican Financial Group
ChFC, CLU
301 Carlson Parkway Suite 300
952-258-5225
Fax: 952-258-5226
jsundell@minneapolis.nef.com
Olga
Financial Compass
7510 Market Place Drive, Ste 101
952-738-1888
Fax:
office@financialcompass.com
Member Since
August 2014
Sundquist
Fredrick
W
Member Since
July 2015
Taft
Invest Forward
CFP
104 Main Ave N, PO Box 699
Bagley, MN 56621
218-694-6900
Fax: 218-694-6969
fred.sundquist@investmentcenters.com
Logan
Lifelong Wealth Advisors
701 4th Avenue South, #1700
Fax:
ltaft@llwadvisors.com
Member Since
July 2006
June 1, 2016
Member Since
April 2009
Member Since
July 2014
Member Since
March 2006
Zeiders Enterprises, Inc.
8416 Grove Circle
Shakopee, MN 55379
952-215-7626
Molly8040@gmail.com
M
Tyler
Swart
Cambridge Investment Research, Inc. CFP
1776 Pleasant Plain Road
Fairfield, IA 52556
800-777-6080
Fax: 641-472-6906
dan.sullivan@cir2.com
Sullivan
Member Since
March 1994
CliftonLarsonAllen Wealth Advisors, LLC
220 South Sixth Street, #300
612-376-4598
Fax:
tyler.swanson@claconnect.com
CRPC
Member Since
February 2008
Sullivan
R
Minnesota Chapter
Member Since
August 2015
Page 56
 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
WAYPOINT’S DISCIPLINED INVESTMENT APPROACH,
COMPREHENSIVE UNDERWRITING AND REPORTING PROVIDE
INVESTORS WITH A TRANSPARENT REAL ESTATE PORTFOLIO.
2200 ATLANTIC ST, SUITE 520 | STAMFORD, CT 06902
www.waypointresidential.com
For more information: tpatterson@waypointresidential.com | 502.882.1417
Tarara
Tarara Asset Management
1435 Knollwood Lane
651-306-1543
charlestar@comcast.net
Asset Management
Retirement Planning
Estate Planning
Charles
Thesing
Fax: 651-306-1525
Member Since
April 1983
Tartaro
6600 Pleasant Ave S, Ste 101
Richfield, MN 55423
612-671-7754
peter.j.tartaro@ampf.com
M
CLU, ChFC
Peter
David
Thomas
Berger Financial Group
5924 Forest Blvd Trail
Wyoming, MN 55092
651-600-1494
cmtxmas@gmail.com
CFP
Fax:
A
Bridgeway Learning Systems
CFP/CLU/ChFC
277 Coon Rapids Blvd., Suite 403
612-747-6447
Fax: 507-238-9993
dthesing@bridgewaylearning.com
Life Insurance
Charitable Giving
Member Since
April 2000
Christine
Fax:
Member Since
February 2013
Tate
Andrew
M
Thomas
CFP
612-617-6000 x6049
Fax: 612-256-3049
andy.tate@northstarfinancial.com
Member Since
Retirement Planning
November 2008
Tate
Lawrence
Member Since
July 2007
Jeffrey
W
Wells Fargo
601 East Minnehaha Parkway
614-397-8916
seth.tenpenny@gmail.com
Seth
Fax: 614-763-7959
3200 Main Street NW #110
763-421-6867
thomas.g.tezak@ampf.com
Thomas
G
Member Since
May 1995
Spectrum Financial Group
3800 American Blvd, Suite 200
952-449-4414
rthorfinnson@sfgi.com
Asset Allocation
Investment Planning
Annuities
Ross
Fax: 952-944-0951
Member Since
April 1996
Jeffrey
A
Member Since
March 2002
Nicholas
SilverOak Wealth Management
CFP
Edina, MN 55435
952-896 -5704
Fax:
nthunker@silveroakwealth.com
Retirement Planning
Thurin, Thurin and Associates
3601 West 76th Street, Suite 160
Edina, MN 55435
952-841-8123
Fax:
christopher.m.thurin@ampf.com
Fax: 763-421-7112
L
CLU/ChFC
Focus Financial Network Inc
CFP
651-631-8166 x215
Fax: 651-631-1139
jthorup@focusfinancial.com
Member Since
October 2015
June 1, 2016
Fax: 406-452-1147
Thurin
CFP
M
CFP
Thunker
CFP
Member Since
June 2009
Tezak
Selene
Thorup
Garrity, Tegeler & Varley Wealth Strategies
CFP, ChFC, CLU
8011 34th Ave S, #141
952-941-7006 x14
Fax: 952-941-7064
jeff@financial-picture.com
Life Insurance
Member Since
Estate Planning
IRA Distribution Planning
April 2002
Tenpenny
1105 2nd Avenue N
Great Falls, MT 59401
406-453-4169
selene.m.thomas@ampf.com
Thorfinnson
2701 University Ave. SE
612-617-6072
Fax: 612-256-3072
larry.tate@northstarfinancial.com
Tegeler
Member Since
January 2015
Minnesota Chapter
Member Since
December 2006
Christopher
CRPC, RFC
Member Since
January 2015
Page 57
Tomm
Jodi
K
Truckenbrod
Jodi K Tomm CPA
CFP, CPA
150 St Andrews Court, Suite 210
Mankato, MN 56001
507-625-5876
Fax: 507-625-2491
jodi@jktommcpa.com
Tax Planning
Member Since
July 1996
Torguson
6285 Zircon Lane N
763-493-3407
torgusonl@gmail.com
Lisa
Jane
First Advisors
CPA
80 S Eighth St, 900 IDS Center
612-349-5210
Fax: 612-371-2075
jane@first-advisors.com
Asset Management
Qualified Plans
Tufte
Cherry Tree
301 Carlson Parkway
952-253-6006
ktufte@cherrytree.com
Fax:
Kathleen
Adam Smith Advisors
952-253-6016
Fax:
keoconnor@cherrytree.com
E
Fax:
Member Since
Septembe 2010
Turkington
Fair Trust Financial LLC
855 Village Center Drive #360
651-484-0701
cindy@fairtrustfinancial.com
CFP
Cynthia
3108 Colfax Ave S, #1
507-340-5743
lucas.traxler@jnba.com
Lucas
Fax:
Member Since
May 2015
Trebil
6009 Saxony Road
Edina, MN 55436
612-599-8980
gtrebil@gmail.com
Member Since
September 2008
Turner
Fax:
Greg
Andrew
Riverbridge Partners, LLC
CFP
80 South 8th Street, Ste 1200
612-904-6226
Fax: 612-904-6276
at@riverbridge.com
Asset Management
Investment Planning
Tuschen
Cody
Member Since
April 2011
Usem
Marc
Affiance Financial
600 Hwy 169, Ste 1750
CFP
Fax:
Fax:
marc@affiancefinancial.com
Member Since
April 2016
Troendle
Focus Financial
949 Whitewater Ave, #1
St Charles, MN 55972
507-932-0254
ftroendle@focusfinancial.com
Fredrick
J
Member Since
October 2015
Utecht
Affinity Plus Credit Union
175 W Lafayette Rd
St Paul, MN 55107
651-312-9315
tutecht@affinityplus.org
CFP
Fax:
Member Since
June 2008
June 1, 2016
Member Since
March 2004
Chad
Member Since
March 2016
Edina, MN 55439
952-841-2217
cody.warren@accredited.com
W
Lincoln Financial Advisors
CFP
7701 France Ave. S. Suite #100
Edina, MN 55435
952-352-9224
Fax: 952-933-7589
chad.tuschen@LFG.com
Fax:
Tresselt-Warren
L
CFP
Member Since
May 2012
Traxler
Member Since
February 1997
Keith
Member Since
December 2014
Tranovich
B
Minnesota Chapter
Todd
CFP/CFA
Fax: 651-225-3788
Member Since
September 2004
Page 58
Valento
Timothy
J
VanDerwerker
Royal Alliance & Associates
CFP
2880 Middle St, #203
Little Canada, MN 55117
651-484-3122
Fax: 651-484-3144
tvalento@fdg-advisors.com
Member Since
Retirement Planning
December 1994
Van Calligan
Derek
Dirk
Sundial Financial Planning
5445 City Hall St, PO Box 873
Nisswa, MN 56468
218-821-8460
Fax:
dirk@sundialfinancialplanning.com
Member Since
October 2012
Velin
4629 Ridgeview Ave
Sheboygan, WI 53083
612-397-3292
Fax:
dvancalligan@gmail.com
Michael
The KNW Group
CFP
2165 Woodlane Drive, Suite 100
Woodbury, MN 55125
651-287-6215
Fax: 651-730-9400
mvelin@knwgroup.com
Member Since
July 2015
Van Hoever
Fiduciary Counseling, Inc.
30 7th St E, #2000
St Paul, MN 55101
651-215-4409
ebv@fidcouns.com
Elizabeth
Member Since
July 2013
Vix
Andy
Advanced Financial Consultants
2770 Commerce Drive NW
Rochester, MN 55901
507-288-4248
Fax:
avix@advancedfin.com
CFP
Fax: 651-228-0776
CFP
Member Since
January 2010
Vanblaricom
Emily
Member Since
October 2014
Vizanko
128 E 4th St #312
Duluth, MN 55805
Duluth, MN
218-726-7093
Fax:
James
Fax:
emilyvanblaricom@comcast.net
Member Since
June 2015
Vancura
Gen Financial
10800 Old County Rd 15
Plymouth, MN 55441
952-513-1466
bryan@genfinancial.com
Bryan
Member Since
October 2012
Vlastuin
Jordan
Heritage Wealth Architects
730 Dayton Avenue
St Paul, MN 55104
651-289-6444
Fax:
jav@heritagewealtharchitects.com
Fax:
Member Since
June 2015
Vandersall
Edina, MN 55435
952-857-1246
mark.e.vandersall@ampf.com
Retirement Planning
Investment Planning
Estate Planning
Vanderschans
Incredible Inc
601 Carlson Parkway #1235
952-449-4444
incredibleinc@comcast.net
Mark
E
Member Since
December 2012
Volin
3710 S. West Ave
Soiux Falls, SD 57105-6352
605-335-1693
james.p.volin@ampf.com
CFP
Fax: 952-837-1133
Catherine
Fax:
Member Since
July 2011
Vomacka
Rekow Management, LLC
101 South First St., #50
Montevideo, MN 56265
320-269-7889
Fax:
ckvomacka@rekowmanagement.com
CFP
Fax: 952-449-4445
P
CFP ChFC
Member Since
November 1998
Member Since
June 1997
June 1, 2016
James
Minnesota Chapter
Charles
CFP
Member Since
September 2010
Page 59
Waalen
Runestone Wealth
3433 Broadway St NE, #180
612-253-5093
nwaalen@gmail.com
Norris
Wallschlaeger
Scott
Fax:
Member Since
September 2015
Wacek
Benjamin
L
Jerry
Wade Financial Group
CFP/CFS
5500 Wayzata Boulevard #190
763-797-9577
Fax: 612-545-7401
jerry@wadefinancialgroup.com
Asset Management
Estate Planning
Retirement Planning
Wadeson
Member Since
September 2006
Walsh
Wacek Financial Planning, LLC
CFP
4006 27th Ave. S.
651-639-8707
Fax: 952-854-6276
ben@wacekfp.com
Member Since
Retirement Planning
November 2006
Wade
B
John
Walsh Financial
7900 International Drive #1035
952-925-4188
Fax: 952-925-4212
john@walshfin.com
Retirement Planning
Mutual Funds
Walsh
Member Since
April 2014
Walsh
105 Ninth Street SE
Glydon, MN 56547
701-261-8148
Fax:
horseman232001@yahoo.com
Thomas
CFP, CPA
Fax: 651-215-4493
Member Since
January 2015
Bruce
Wagner
LoCorr Funds
405 Cottage Downs
Hopkins, MN 55305
210-254-8317
waynewagnertx@yahoo.com
R
Member Since
June 2007
Walther
Member Since
July 1997
Wayne
US Allianz Investor Services
5701 Golden Hills
763-765-7121
corey.j.walther@hotmail.com
Annuities
Retirement Planning
Investment Planning
Ward
Corey
Fax: 763-765-7120
Member Since
January 2001
Anne
Member Since
July 2002
15 Broadway N
Fargo, ND 58102
701-451-3079
bwalen@bellbanks.com
Becky
M
Member Since
January 2006
Waters
AMC, CMFC, CFP
Fax:
Member Since
March 2014
June 1, 2016
J
ChFC
Allodium Investment Consultants
CFP
500 Washington Avenue South, Suite 2015
612-230-3720
Fax: 612-230-3714
award@aicria.com
Fax:
Walen
Member Since
July 1996
John
Member Since
October 1989
Fiduciary Counseling, Inc.
30 E. 7th St., Suite 2000
St Paul, MN 55101
651-215-4441
tww@fidcouns.com
Financial LifeLab Inc
7362 University Avenue NE, #202
Fridley, MN 55432
763-572-0700
Fax: 763-572-0799
bruce@lifelabinc.com
Insurance
V
7380 France Ave. S Suite 200
952-847-3556
Fax:
jwalsh@marketplacehome.com
Scott
Wagner
M
Midwest Professional Planners, LTD. CFP
202 Third Ave.
Proctor, MN 55810
218-628-3134
Fax: 218-628-3133
swalls@mpplplan.com
Kathryn
Wells Fargo Advisors
CFP
6th & Marquette, 11th Flr, MAC N9305-111
612-667-7686
Fax:
kathy.waters@wellsfargo.com
Retirement Planning
Minnesota Chapter
Member Since
July 2006
Page 60
Watkins
John Kyle
CFP
14985 Glazier Avenue, #404
952-953-4300
Fax: 952-953-4443
jkwatkins@focusfinancial.com
Asset Allocation
Divorce Planning
Wayt
Pilot Financial Partners, Inc.
8011 34th Ave S, Ste 300
952-229-8899
andy@pilotfinancialmn.com
Weier
PrairieView Partners
413 Wacouta St
St.Paul, MN 55101
651-318-0434
matt@prairieviewpartners.com
Fax:
Gary
S
Fax: 952-837-0011
Member Since
November 2001
Michael
J
Lou
Ameriprise Financial Services Inc
CFP, CRPC
43 Main Street SE #230
612-871-1413
Fax: 612-871-5634
lou.a.welter@ampf.com
Retirement Planning
Investment Planning
Gail
7380 France Ave. S Suite 200
952-544-0821
Fax: 952-417-0504
gail@marketplacehome.com
Reverse Mortgages
Life Planning
Mortgage Planning
Wendt-Vann
Michael J Weber, CPA, PFS, CFP
CFP, CPA/PFS
1021 15th Avenue NE
Aberdeen, SD 57401
605-229-0030
Fax: 605-229-6823
webster_316@yahoo.com
Estate Planning
Member Since
Tax Planning
November 1994
Wehner
Member Since
October 2015
Wempner
RFC
Weber
Fax:
Welter
Member Since
February 2015
Webb Financial Group
8120 Penn Ave S. Suite 177
952-837-3200
gary@webbfinancial.com
Financial Planning
Retirement Planning
CFP
Member Since
October 1993
Andrew
Webb
Matt
Karen
1552 Sargent Avenue
St Paul, MN 55105
651-699-9146
mnvanns4@aol.com
800 Nicollet Mall, BC-MN-H16F
612-303-3131
Fax:
stephen.t.wehr@wellsfargo.com
Stephen
E.
Ann
M
Member Since
March 2006
Nate
John
CFP, CPA, PFS, CIMA
7601 France Ave. S., Suite 400
Edina, MN 55435
952-548-3404
Fax: 952-548-3500
nwenner@wipflihewins.com
Member Since
Retirement Planning
June 2000
Weronke
Raymond James Financial
CFP
115 E Litchfield Ave
Willmar, MN 56201
320-235-1416
Fax: 320-235-2671
eric.weiberg@raymondjames.com
Jessica
Marie
Office Connection & SendOutCards
3900 Main Street N.E.
Columbia Heights, MN 55421
763-781-1212
Fax: 763-781-1212
jessica@fpamn.org
Member Since
March 2006
June 1, 2016
E
Member Since
March 1996
Wenner
CFP
Eric
Member Since
April 2005
North Star Professional Center
CFP
2701 University Avenue
612-617-6110
Fax:
ann.wengronowitz@northstarfinancial.com
Member Since
July 2013
Weiberg
F
Fax:
Member Since
August 2012
Wehr
Member Since
July 1993
CFP
Wengronowitz
Wehner & Associates
CLU, ChFC
4565 Wilson Street
952-937-5072
Fax: 952-937-5139
karen@wehnerandassociates.com
Claudia
A
Minnesota Chapter
Member Since
July 2015
Page 61
Wesely
Richard
G
Wilson
Ameriprise Financial Services, Inc
CFP
7601 France Avenue S, #600
Edina, MN 55435
952-857-1283
Fax: 952-837-0100
rich.wesely@ampf.com
Member Since
Retirement Planning
December 2001
West
Kristine
Member Since
October 2007
Westin
QA Investment Services
10225 Yellow Circle Dr, #101
952-767-6301
dwestin@qais.biz
Dan
Thomas
Advanced Wealth Management Group CFP
612-347-8641
Fax: 612-313-7546
tom@advancedwealth.com
IRA Qualified Distribution Planning
Estate and Retirement Planning
Investment Planning
Winther
Fax:
P
L
Peter
E
5904 Queen Ave S
612-920-2589
wielin@q.com
Fax:
Member Since
September 1976
Williamson
Victoria
MS
Lloyd
Joshua
B
Member Since
May 1993
R
Member Since
October 1985
L
Channel Financial
CFP, MBA
7500 Highway 55, Ste 225
763-231-7581
Fax: 952-908-9090
jwolberg@channelfinancial.com
Member Since
September 2005
June 1, 2016
William
CFP
7701 France Avenue South, #475
Edina, MN 55435
952-841-8115
Fax: 952-841-8150
lloyd.r.woelfle@ampf.com
Asset Allocation
Asset Management
Estate Planning
Wolberg
Fure Finanical Corporation
8500 Normandale Lake Blvd., Suite 950
952-944-8250
Fax: 952-944-8252
vmswilliamson@furefinancial.com
Retirement Planning
Member Since
December 2003
Wixon Financial Services Corp
CFP/MBA
6439 Sycamore Court N
763-543-1819
Fax: 763-543-1693
bill@wixonadvisors.com
Retirement Planning
Life Planning
Woelfle
CFP
CPA, ChFC, CLU
Director, Wealth Planning Tools
Wixon
Lifestage Wealth Management
CFP
15010 Glazier Ave # 204
952-431-5200
Fax: 952-431-5262
jeffwickmann@yahoo.com
Tax Planning
Member Since
Retirement Planning
November 1995
Wielinski
W Scott
Wells Fargo
625 Marquette Ave. S, MAC N9311-071
612-667-8271
Fax:
scott.wisgerhof@wellsfargo.com
Member Since
July 2006
Jeffrey
Member Since
February 2007
Wisgerhof
Abbot Downing
CFP
90 South Seventh Street #1500, MAC N9305-530
612-316-2714
Fax: 866-554-8702
Carl.Whaley@abbotdowning.com
Wickmann
Member Since
July 1998
Damian
Member Since
May 2012
Carl
A
CFP
Edina, MN 55435
952-885-9088 x217
Fax: 952-887-2949
dwinther@birchwoodfp.com
CFP, ChFC, CASL
Whaley
R
Member Since
October 2009
Winkels
2550 University Avenue W #180S
St Paul, MN 55114
651-251-3630
Fax: 651-251-1010
kwest@stonebridgecap.com
Paul
Comprehensive Wealth Management CFP
7500 Hwy. 55, Suite 125
952-405-6000
Fax: 952-405-6005
wilson.paul@lpl.com
Minnesota Chapter
Member Since
November 2009
Page 62
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 specialist
investment boutiques where enlightened
thinking flourishes. Each of our 13 investment
boutiques follows its own independent
investment approach, thus avoiding the
dangers of blind consensus.
So your portfolio benefits from multiple
perspectives 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 and
expertise 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
Wolfe
Robert W. Baird
9808 Tyler Street N.E.
Blaine, MN 55434
612-202-9939
JWolfe@rwbaird.com
Jean
Young
Erik
AdvisorNet Insurance
701 4th Ave S. Suite 1500
CFP, CIMA, CPWA
Fax: 612-376-4600
Fax:
eyoung@advisornetinsurance.com
Member Since
September 2007
Wolff
Amy
J
Young
AJW Financial Inc.
CFP, CDFA
Edina, MN 55435
952-405-2000
Fax: 952-405-2001
amy@ajwfinancial.com
Member Since
Divorce Planning
November 1996
Wright Jr
Thomas
Member Since
June 2015
D
Financial Strategies Group
1220 28th Ave N
Fargo, ND 58102
701-234-0103
myoung@finstrat.com
Fax:
Michelle
Wayne
Member Since
April 2003
Integrity Financial Group
8181 Fish Lake Road
763-416-4244
cwyard@hirep.net
Christopher
Fax:
Joseph
Integrity Financial Group Inc
CFP
8181 East Fish Lake Road
763-416-4244
Fax: 763-416-4255
jlyard@hirep.net
Retirement Planning
June 1, 2016
L
Steven
CFP/ChFC/CLU
952-432-4666
Fax: 952-432-6705
steve@mindfulplanning.com
Business Planning
Life Planning
Zimmerman
Member Since
October 1998
Linda
J
CFP
952-563-1214
Fax: 952-563-1213
linda.j.zimmerman@ampf.com
Member Since
Asset Allocation
Retirement Planning
December 1993
Zimmerman
Member Since
July 2014
Yard
M
Member Since
September 2005
Zimmerman
CFP
Member Since
February 2015
Yard
David
Executive Financial Services, Inc.
CFP
4200 W. Old Shakopee Road, #245
952-884-3326
Fax: 952-884-3327
dzack@advisornet.com
Mai
1660 S Hwy 100, Ste 270
952-641-7868
Fax:
mai@joelgreenwald.com
Member Since
October 2002
Zack
Financial Advisor
CFP, CHFC
369 Milwaukee Rd
Hudson, WI 54016
715-426-1800
Fax:
wayne.s.wulf@ampf.com
Retirement Planning
Yang
A
CFP
7601 France Avenue, Suite 550
Edina, MN 55435
952-857-1487
Fax: 952-837-1133
michelle.a.young@ampf.com
Member Since
June 1990
Wulf
V
CFP
Member Since
December 2014
Young
Abbot Downing
CFP
90 S 7th Street #5100
612-667-1784
Fax: 612-667-8739
thomas.wright@abbotdowning.com
Michael
Susan
D
Member Since
January 2000
G
Mindful Asset Programs
LMFT ChFC CLU
952-432-4666
Fax: 952-432-6705
susan@mindfulassetprograms.com
Life Planning
Member Since
November 1994
Minnesota Chapter
Page 63
Zook
Jeanine
J
CFP/CPA
4280 Galt Ocean Drive #7M
Ft. Lauderdale, FL 33308
612-889-5479
JJasZook@aol.com
Fax:
Member Since
May 2002
June 1, 2016
Minnesota Chapter
Page 64

MEMBERSHIP DIRECTORY - Minnesota

Transcription

Similar documents

MEMBERSHIP DIRECTORY - Minnesota