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MEMBERSHIP DIRECTORY - Minnesota
MEMBERSHIP DIRECTORY Minnesota July 2016 THANK YOU to our 2016 Plat & Gold Partners! PLATINUM Jeff Foley • 866-991-1539 [email protected] Terry Leiendecker • 952-857-1439 [email protected] Jay Robinson 612-375-9525 jay.robinson@ schwab.com Scott Howard • 651-294-8309 [email protected] Richard Clark • 503-726-2045 [email protected] Alina Passarelli • 800-900-4135 [email protected] Cassidy Burns • 612-904-6221 [email protected] Denny Bennett, CMPS • 612-804-0488 [email protected] Steve Benjamin • 612-359-2554 [email protected] Kris West • 800-317-1127 [email protected] GOLD Personal Risk Management & P&C Insurance Michelle Marquez • 651-605-2747 [email protected] Derek Hansen • 952-546-5996 [email protected] Beth Nemec • 866-869-8770 [email protected] Scott Theriault • 847-387-1635 [email protected] Matt Murphy • 513-474-8777 [email protected] Brandon Hillman • 612-373-7425 [email protected] Lara Davies • 303-770-3377 [email protected] Nicole Rosandich • 612-723-2658 [email protected] Greg Prokott • 612-240-8465 [email protected] Kathie Bortnem, Licensed Precious Metal Specialist MN #40388267 | 877-867-7293 [email protected] Vidya Nathu • 415-778-2634 [email protected] Thank You to our Annual Partners! Corey Winters • 866-306-7135 x3261 [email protected] Todd Patterson • 502-882-1417 [email protected] Kevin Joy • 800-304-9745 [email protected] 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. MEMBERSHIP DIRECTORY - Minnesota Abramovich Omer Alleckson Affiance Financial MBA 600 Highway 169 South Suit #1950 St Louis Park, MN 55426 952-253-2561 Fax: 952-544-9818 [email protected] RSM McGladrey 310 S Broadway, Suite 300 Rochester, MN 55904 507-226-0483 [email protected] 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 [email protected] Mayo Clinic Mayo Bldg Lobby 126W Rochester, MN 55905 507-284-4394 [email protected] 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 [email protected] K Laurence Fortune Financial CFP/CLU 10261 Yellow Circle Drive Minnetonka, MN 55343 952-908-2510 Fax: 952-908-2501 [email protected] 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 [email protected] Comprehensive Financial Planning James Mark Wells Fargo Advisors 4128 Lavaque Rd Hermantown, MN 55811 218-726-9351 Fax: [email protected] Bryan Nathan Kristi Jason M Member Since December 2003 Anderson CliftonLarsonAllen 220 S Sixth St, Suite 300 Minneapolis, MN 55402 612-376-4503 Fax: [email protected] CFP Fax: Member Since February 2014 June 1, 2016 L Kristi L. Andersen Financial Partners, LLC CFP 500 East Grant Street #1204 Minneapolis, MN 55404 612-354-3032 Fax: 612-313-7489 [email protected] Member Since October 2015 Riverbridge Partners 1200 IDS Center, 80 S 8th St Minneapolis, MN 55402 651-208-5719 [email protected] 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 [email protected] Member Since October 2002 Member Since May 2012 Amundson BWA Wealth Management Group/MerrillCFP Lynch CTFA 8300 Norman Center Dr, #1250 Bloomington, MN 55437 952-820-1922 Fax: [email protected] Ahlberg J Thrivent Financial for Lutherans CFP 18015 Ulysses St NE, #100 Ham Lake, MN 55304 763-754-2670 Fax: 763-754-2722 [email protected] Member Since May 2003 Adkins N. CFP Minnesota Chapter Alexander CFP Member Since February 2013 Page 1 MEMBERSHIP DIRECTORY - Minnesota Anderson St. Croix Advisors, LLC 401 Second St, #200 Hudson, WI 54016 651-337-1919 [email protected] Brett Andresen Nicholas CliftonLarsonAllen Wealth Advisors 220 S Sixth St, Suite 300 Minneapolis, MN 55402 612-376-4597 Fax: [email protected] 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 Minneapolis, MN 55402 612-376-4764 Fax: 612-376-4600 [email protected] David Anfinson Thompson & Co CPA/PFS 1604 First Street S Wilmar, MN 56201 320-235-7491 x218 Fax: 320-234-7497 [email protected] Member Since September 2007 Anderson Corey Member Since May 2013 Antkowiak Secura Consultants, LLC 6465 Wayzata Boulevard, Suite 920 Minneapolis, MN 55426 952-224-5400 x204 Fax: 952-224-5409 [email protected] Robert W. Baird 7650 Edinborough Way #300 Edina, MN 55435 952-857-5524 [email protected] 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: [email protected] M. Member Since January 2016 Arms Leo Thomas Leo Advisory, LLC 708 N 1st Ave S, #235E Minneapolis, MN 55401 CFP Fax: [email protected] 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 Minneapolis, MN 55402 612-349-4803 Fax: 612-349-7975 [email protected] Sarah Ameriprise Financial Services, Inc. 1032 Ameriprise Financial Center Minneapolis, MN 55474 612-678-4773 Fax: [email protected] Member Since March 2002 Anderson Ryan Fortune Financial 5517 Wooddale Avenue Edina, MN 55424 952-908-2537 Fax: [email protected] Asato CFP Member Since June 2011 Anderson, II Schad, Lindstrand & Schuth 1721 - 10th Street East Glencoe, MN 55336 320-864-6166 [email protected] 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 [email protected] CFP Fax: 320-864-4005 Member Since January 2005 June 1, 2016 Satoru McNellis & Asato, LTD 5600 W. 83rd Street, 8200 Tower, #560 Bloomington, MN 55437 952-548-3123 Fax: [email protected] 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 Bloomington, MN 55435 952.857.1439 [email protected] 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. MEMBERSHIP DIRECTORY - Minnesota Augustin Bridge Investment Group 100 Hatch Avenue St Paul, MN 55117 651-209-6395 [email protected] Nicholas J Barbier Fax: Member Since January 2014 Augustine Scott 17548 Finesse Trail Farmington, MN 55024 952-985-2889 [email protected] John Trevor Fax: Member Since October 1992 Bradley Capstone Advisory Group 7650 Edinborough Way, Suite 770 Edina, MN 55435 773-251-0969 Fax: [email protected] JD Member Since July 2012 Barinsky Lakeview Financial Planning 514 Summerfield Way Venice, FL 34292 952-994-9909 [email protected] Fax: Douglas Advanced Capital Group 50 South 6th St, #975 Minneapolis, MN 55402 612-230-3004 [email protected] Derrick Fax: 941-408-7314 Member Since November 2005 Barton Lisa Greater Twin Cities United Way 404 South Eighth Street Minneapolis, MN 55404 612-340-7685 Fax: [email protected] 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 [email protected] 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 [email protected] 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 Minneapolis, MN 55414 612-617-6000 Fax: 612-617-6001 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Insurance November 2007 Ausen Your Financial Advocate, LLC 13001 St. David's Road Minnetonka, MN 55305 952-945-0931 [email protected] 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 [email protected] 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 [email protected] Investment and Asset Management 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 [email protected] General Financial Planning Retirement Planning Business Succession Planning June 1, 2016 2410 Acorn Pt Victoria, MN 55386 218-232-5836 [email protected] Member Since April 2002 Minnesota Chapter Fax: Member Since October 2015 Page 3 MEMBERSHIP DIRECTORY - Minnesota Bauerly Jason Bennis Ameriprise Financial 11671 Fountains Drive, Suite 215 Maple Grove, MN 55369 763-488-9595 Fax: 763-494-0590 [email protected] Wendy K Tealwood Asset Management 120 South Sixth Street, Suite 1900 Minneapolis, MN 55402 612-767-6223 Fax: 612-341-9363 [email protected] 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 Minneapolis, MN 55402 612-667-6760 Fax: 612-316-1156 [email protected] Jeffrey Prudential 600 S Hwy 169, #1000 St Louis Park, MN 55426 Fax: [email protected] Member Since March 2005 Baune Kyle Baune Financial 1191 Northland Drive, Suite 150 Mendota Heights, MN 55120 651-289-6541 Fax: [email protected] Member Since February 2012 Bentley Christopher Ameriprise Financial Services 7601 France Ave S, #300 Edina, MN 55435 952-857-1234 Fax: [email protected] 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 Minneapolis, MN 55402 612-303-3073 Fax: [email protected] Affiance Financial 600 Hwy 169 S #1750 St Louis Park, MN 55426 952-253-2581 [email protected] Kyle Fax: Member Since November 2014 Becker-Gemmill Allianz Life of North America 5701 Golden Hills Drive Minneapolis, MN 55416 763-765-6393 [email protected] Karen Member Since June 2008 Berger Berger Financial Group 1143 South Shore Drive Minneapolis, MN 55441 763-746-2666 Fax: [email protected] CFP Fax: Mark Geoff 12856 88th Ave N Maple Grove, MN 55369 612-385-6861 [email protected] Fax: Member Since October 2011 Bennett Angus Bennett, Mastin & Kosmak, Inc. 3033 Excelsior Boulevard, Suite 465 Minneapolis, MN 55416 612-767-7471 Fax: 612-767-7478 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Portfolio Management (Asset) Divorce Mediation/Planning July 2001 Bergstrom Nancy M Meristem CFP 601 Carlson Parkway, Suite 800 Minnetonka, MN 55305 952-835-8287 Fax: 952-835-8283 [email protected] Member Since October 2000 Minnesota Chapter Member Since March 2007 Page 4 MEMBERSHIP DIRECTORY - Minnesota Bergstrom William Focus Financial Network, Inc. CFP 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-379-3908 Fax: 651-379-3955 [email protected] Retirement Planning Estate Planning Asset Management Berhow Affiance Financial 600 Hwy 169 So., Suite 1950 St Louis Park, MN 55426 952-253-2570 [email protected] 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: [email protected] 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: [email protected] Member Since May 2016 Biermann Laura Legacy Financial Advisors Corp CFP 3500 American Boulevard West, #675 Bloomington, MN 55431 952-893-5555 Fax: 952-893-5560 [email protected] CFP Member Since November 2015 Bernicke SII Investments 4813 Keystone Crossing Eau Claire, WI 54701 715-832-1173 [email protected] 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 Minneapolis, MN 55416 952-843-0300 Fax: 952-843-0302 [email protected] Estate Planning Financial Planning for Executives Retirement Planning Bilotta CliftonLarsonAllen Wealth Advisors LLC CFP 220 South 6th Street, Suite 300 Minneapolis, MN 55402 612-376-4654 Fax: 612-376-4690 [email protected] Affiance Financial 949 Keystone Court North Hudson, WI 54016 715-222-9327 [email protected] Michael ChFC, CASL John Focus Financial Network, Inc. 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-379-3908 Fax: [email protected] Fax: Member Since June 2008 RBC Wealth Management 7650 Edinborough Way Suite 800 Edina, MN 55435 952-838-7075 Fax: [email protected] Stephanie Member Since December 2004 Bird Bird Wealth Management LLC 7075 Flying Cloud Drive Eden Prairie, MN 55344 952-828-4840 [email protected] 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 Bloomington, MN 55437 952-844-0995 Fax: [email protected] Member Since October 1983 Betz A Boulay Financial Advisors, LLC CFP 3610 Zircon Ln N Minneapolis, MN 55446 952-893-3814 Fax: 952-893-3830 [email protected] Minnesota Chapter Thomas Fax: Member Since September 2012 Page 5 MEMBERSHIP DIRECTORY - Minnesota Bischoff Michael Bloodworth CFP 7900 Xerxes Avenue South #1920 Bloomington, MN 55431 952-837-3239 Fax: 952-837-0011 [email protected] Member Since January 2005 Bishop Michael Sharon White Oaks Wealth Advisors, Inc. CFP IDS Center, #1725 805 8th St Minneapolis, MN 55402 612-455-6901 Fax: 612-455-6901 [email protected] Financial Planning for Executives Stock Option Strategies Investment Planning Bloom Wealth Enhancement Group CFP 3810 Huntington Ave. S St Louis Park, MN 55416 952-249-7008 Fax: 763-417-1701 [email protected] ING Financial Partners, Inc. 322 East County Rd D. St Paul, MN 55117 651-481-6900 [email protected] Gregory L Connie Member Since December 2014 Blossom Prestige Planning Inc 8631 Eagle Point Rd Lake Elmo, MN 55042 651-209-9333 [email protected] 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: [email protected] Beverly Focus Financial - Bockus Associates 16995 Saddlewood Trail Minnetonka, MN 55345 612-508-2660 Fax: [email protected] Wells Fargo 13162 Jenkins St NE Blaine, MN 55449 612-408-9491 Fax: [email protected] Derek J Member Since February 2007 Bolstorff Anthony CFP CFP 1600 Meadowview Trail Hastings, MN 55033 651-212-0832 [email protected] Fax: Member Since January 2011 Blewett Matthew The Financial Plan Resource Group CFP 2396 Harvest Way Chanhassen, MN 55317 651-292-4877 Fax: [email protected] Charitable Giving Investment and Asset Management 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 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management 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 [email protected] 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 [email protected] Minnesota Chapter Member Since January 2008 Page 6 MEMBERSHIP DIRECTORY - Minnesota Borg Martin Financial 16769 Mayfield Dr Eden Prairie, MN 55347 952-253-2252 [email protected] Eric Brandstetter University of Minnesota Duluth 1830 Dunedin Ave Duluth, MN 55803 952-693-6680 [email protected] 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 [email protected] 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 [email protected] Fax: Diane Fax: Member Since September 2014 Box Douglas R Member Since October 2015 Bremer Box Financial Advisors CFP, ChFC 701 4th Avenue S Minneapolis, MN 55415 612-347-8686 Fax: 612-313-7524 [email protected] 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 [email protected] Member Since April 2001 NorthRock Partners 650 3rd Ave S, Suite 1500 Minneapolis, MN 55402 612- 367-8808 Fax: [email protected] Fax: Bowen A James Merrill Lynch 1495 Green Trees Road Wayzata, MN 55391 612-790-1900 Fax: [email protected] Investment Planning Asset Management Financial Planning for Executives Braun CFP 322 Greenhill Lane Long Lake, MN 55356 952-941-2795 x11 [email protected] N CFP, CIMA, CRPC The Planning Center, Inc. CFP 7084 E Fish Lake Road Maple Grove, MN 55311 763-494-8791 Fax: 763-374-8874 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Brass CPA/PFS Botzet Steven Ameriprise Financial 6500 City West Parkway, Suite 400 Eden Prairie, MN 55344 952-746-9446 Fax: [email protected] 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 [email protected] Boser Member Since October 2015 Brandt Dyste Williams Financial Group LUTCF, CLTC 6465 Wayzata Blvd, Suite 700 Minneapolis, MN 55426 952-843-4437 Fax: 952-593-5026 [email protected] Asset Management Member Since Estate Planning Long Term Care December 2001 H David Boulay PLLP CFP/CPA/PFS 7500 Flying Cloud Dr, Suite 800 Minneapolis, MN 55344 952-893-3821 Fax: 952-893-3830 [email protected] Tax Planning Comprehensive Financial Planning Investment and Asset Management 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.Ae 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 . * MEMBERSHIP DIRECTORY - Minnesota Brennan Gerald Robert W. Baird & Co. CIMA 7650 Edinborough Way, Suite 300 Edina, MN 55435 952-857-5502 Fax: 952-857-5538 [email protected] Charitable Giving Investment and Asset Management Retirement Planning Bresler D Brown Jay Member Since April 2009 David Member Since December 2006 Brown Ameriprise Financial 966 Ameriprise Financial Center, Routing H7/966 Minneapolis, MN 55419 612-671-4569 Fax: [email protected] Kathy Transamerica Retirement Management 408 Saint Peter Street, #230 St Paul, MN 55102 651-286-4734 Fax: 800-503-8884 [email protected] Member Since May 2016 Brewer Dana Birchwood Financial Partners CFP 3300 Edinborough Way, #610 Edina, MN 55435 952-885-9088 Fax: 952-887-2949 [email protected] Investment Planning Asset Management Financial Planning for Executives Brice Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 651-226-0483 [email protected] Mark M Member Since December 2009 Brown Lauren Transamerica Financial Advisors 6701 Penn Ave S, # 200 Richfield, MN 55423 612-824-1107 Fax: [email protected] 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 Minneapolis, MN 55437 952-807-0628 Fax: 312-381-0532 [email protected] Property Casualty Insurance Commercial Insurance Brown Greenwald Wealth Management 115 Second Ave S, #1304 Minneapolis, MN 55401 651-236-0740 Fax: [email protected] Eric Raymond James Financial Services 101 NW Second St Pipestone, MN 56164 Fax: [email protected] 6324 Wilryan Avenue Edina, MN 55439 952-201-1483 [email protected] Member Since April 2012 Brown Thomas R. Brown, CFP 300 Eagle Ridge Cir Burnsville, MN 55337 952-895-5354 [email protected] 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 JNBA Financial Advisors, Inc. 8500 Normandale Lake Blvd, #450 Minneapolis, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Member Since November 2015 Brockberg R. Securian Financial Services, Inc. CFP 4200 Princeton Avenue St Louis Park, MN 55416 651-665-1625 Fax: 651-665-7307 [email protected] Brown Wealth Management 12100 Singletree Ln, Ste 177 Eden Prairie, MN 55344 952-303-6715 [email protected] Investment Management Retirement Planning Asset Allocation Minnesota Chapter Timothy B CFA, CFP, MBA Fax: 952-746-1366 Member Since January 2002 Page 8 MEMBERSHIP DIRECTORY - Minnesota Bruce Richard R Bunin CFP 3310 Hazelwood West Minnetonka, MN 55391 612-303-3151 Fax: 612-303-3793 [email protected] Asset Allocation Asset Management Market/Investment Trends Bruner Valtinson-Bruner FInancial 2451 15th St NW, Ste A New Brighton, MN 55112 651-233-2387 [email protected] Robert Member Since March 1988 J Richard Richard D Bunin Law Offices JD Metropoint Twr #1670/600 Hwy 169 St Louis Park, MN 55426 952-544-2345 Fax: 952-593-2508 [email protected] Estate Planning Trusts Tax Planning Burnett Ameriprise Financial Services 7101 York Ave S, #330 Edina, MN 55435 952-921-3371 [email protected] CFP, ChFC Fax: Marie Cahill Financial Advisors, Inc. 7300 Metro Blvd., Suite 625 Edina, MN 55439 952-926-1659 [email protected] 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: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Bushard Appletree FInancial Network 8101 34th Avenue South, Suite 380 Bloomington, MN 55425 952-853-1235 Fax: [email protected] Bell State Bank & Trust PO Box 9798 Fargo, ND 58106 701-451-3059 [email protected] Bell State Bank & Trust 329 Liberty Lane Fargo, ND 58047 701-451-3103 [email protected] 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 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2003 June 1, 2016 Member Since July 2009 Matthew Member Since October 2002 Bucholz M Riverbridge Partners CFP 1200 IDS Center, 80 South Eighth Street Minneapolis, MN 55402 612-904-6221 Fax: 612-904-6271 [email protected] Member Since November 2002 Bubolz-Earley 3173 Town Road 8 Intern'l Falls, MN 56649 218-283-9589 [email protected] Education Budgeting Debt Management A Fax: 952-921-3372 Burns CFP Bubolz Member Since July 1993 CFP Member Since May 2015 Bryan D Leslie Ameriprise Financial Services, Inc. CFP 7601 France Avenue South, Ste 600 Edina, MN 55435 952-374-5501 Fax: 952-837-1133 [email protected] General Financial Planning Asset Allocation Life Insurance Minnesota Chapter G Member Since May 1996 Page 9 MEMBERSHIP DIRECTORY - Minnesota Calhoun Sharon L Carriar Vector Wealth Management CFP, ChFC 9520 87th St S Cottage Grove, MN 55016 612-378-7560x204 Fax: 612-379-4895 [email protected] Comprehensive Financial Planning Member Since Retirement Planning Qualified Retirement Plans 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 [email protected] Comprehensive Financial Planning Investment and Asset Management 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 [email protected] Investment and Asset Management 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 [email protected] ROR Tax Professionals 4500 Park Glen Road, #425 St Louis Park, MN 55416 612-822-7177 [email protected] Michael Marilyn D Member Since January 2010 George 901 N 3rd St, #195 Minneapolis, MN 55401 Fax: [email protected] Member Since March 2006 Carpentier MRK Financial Solutions 3020 Harbor Lane N Plymouth, MN 55447 763-541-8400 [email protected] Michael J Member Since September 2015 Caverly Bond & Devick 600 South Hwy 169, #875 St Louis Park, MN 55426 651-335-9416 [email protected] Fax: 763-541-8404 Member Since April 2004 June 1, 2016 D Fax: Catsuros Wells Fargo Private Wealth Group CFP 14441 Hollow Park LN Burnsville, MN 55306 612-316-2250 Fax: 612-667-4727 [email protected] 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: [email protected] Charles Gregory Ameriprise Financial Services 611 Summit Ave, Ste 2 Detroit Lakes, MN 56501 952-442-4123 [email protected] 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 [email protected] General Financial Planning Financial Planning for Business Owners Estate Planning TIAA 3718 21st St S Fargo, ND 58104 701-715-2726 [email protected] 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 [email protected] Minnesota Chapter Robert Fax: Member Since May 2014 Page 10 MEMBERSHIP DIRECTORY - Minnesota Cerney Del Martin Financial 4815 Quantico Lane North Plymouth, MN 55446 763-694-0234 Fax: [email protected] Cash Management and Budgeting Comprehensive Financial Planning Insurance Chase Clark Rachelle D Ameriprise Financial Advisors 1907 Wayzata Blvd, #350 Wayzata, MN 55391 952-449-6693 [email protected] Asset Allocation Retirement Planning Qualified Plans Mark D Merrill Lynch 225 South Sixth Street, Ste. 4400 Minneapolis, MN 55402 612-349-7962 Fax: [email protected] General Financial Planning Member Since December 1996 Kathy K Austin Franke/Colby Financial Group CFP 14850 Scenic Heights Road #100 Eden Prairie, MN 55344 952-937-9423 Fax: 952-448-9427 [email protected] 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: [email protected] Marketing for Financial Planners Business Planning Retirement Planning Conrad Minnesota State University, Mankato 150 Morris Hall Mankato, MN 56001 507-389-5336 Fax: [email protected] M Member Since January 1994 Peter 7016 Mark Terrace Drive Edina, MN 55439 612-306-6875 [email protected] 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 [email protected] Member Since October 2012 David Member Since March 2006 Coombs JNBA Financial Advisors 8500 Normandale Lake Blvd, #450 Minneapolis, MN 55437 952-452-3270 Fax: [email protected] Cheryl J CliftonLarsonAllen Wealth Advisors, LLCCFP, CPA 220 South Sixth Street, Ste. 300 Minneapolis, MN 55402 612-376-4520 Fax: 612-376-4600 [email protected] 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: [email protected] 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 [email protected] Estate Planning Member Since Business Succession Planning 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 Minneapolis, MN 55431 952-896-3400 Fax: 952-896-3401 [email protected] Specific Individual Financial Planning Cheeley Shannon Wilkerson Resource Advisors 1210 West County Road E, Suite 100 Arden Hill, MN 55112 651-767-1615 Fax: [email protected] Minnesota Chapter Member Since September 2007 Page 11 MEMBERSHIP DIRECTORY - Minnesota Coplan Jeff Jeffrey Coplan 14850 Scenic Heights Road, #100 Eden Prairie, MN 55344 952-937-5003 Fax: [email protected] Estate Planning Investment and Asset Management 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 Minneapolis, MN 55431 952-212-5676 Fax: [email protected] Dahl Recruiting, LLC 20 2nd Street NE, Unit 1703 Minneapolis, MN 55413 612-812-7108 [email protected] Craig CFP Fax: 612-340-6791 Member Since September 2014 Coughlan Thrivent Financial 625 Fourth Ave S Minneapolis, MN 55415 612-844-4375 [email protected] Lisa Member Since May 2009 Daline RBC Wealth Management 601 Carlson Pkwy, #500 Minnetonka, MN 55305 952-476-3755 [email protected] 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 Minneapolis, MN 55402 612-455-5861 [email protected] 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 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Lynn Focus Financial Network, Inc. CLTC 563 Bielenberg Drive, Suite 245 Woodbury, MN 55125 651-379-3933 Fax: 651-379-3951 [email protected] Comprehensive Financial Planning Investment and Asset Management 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 [email protected] Brian Stevens Foster Financial Advisors CFP 7901 Xerxes Avenue South, #325 Bloomington, MN 55431 952-843-4222 Fax: 952.843.4223 [email protected] 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 Minneapolis, MN 55404 612-209-2838 Fax: [email protected] 379618114501002 CFP 16730 43rd Ave N Plymouth, MN 55446 612-281-9185 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] 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. MEMBERSHIP DIRECTORY - Minnesota Dean Mark B Dettmann Thrivent Financial for Lutherans 625 - 4th Ave. S Minneapolis, MN 55415 612-340-6818 Fax: 612-340-6482 [email protected] Northwestern Mutual 1191 Northland Dr, Suite 150 Mendota Heights, MN 55120 715-441-0175 [email protected] Dave CFP Fax: Member Since March 2009 DeBaere Bremer Wealth Management 80 South 8th Street, Suite 240 Minneapolis, MN 55402 612-373-4242 [email protected] 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: [email protected] Member Since September 2014 Richard Bond & Devick Financial Network CFP 600 South Hwy 169, #875 St Louis Park, MN 55426 952-591-0113 Fax: 952-591-0104 [email protected] Retirement Planning Investment and Asset Management Tax Planning Devitt Carol Larry R Bell State Bank & Trust 5500 Wayzata Blvd, #140 Minneapolis, MN 55416 952-905-5013 [email protected] Sean Hallett Financial 505 Highway 169 N., Suite 100 Minneapolis, MN 55441 952-449-9269 x633 [email protected] Drew Fax: 952-449-9264 Member Since December 2010 Dickerson Thrivent Financial 18538 Exodus Ave Farmington, MN 55024 612-340-8037 [email protected] Fax: Matthew Jeff Fax: Member Since August 2003 Dickinson Wealth Enhancement Group CFP 505 North Hwy 169, #900 Plymouth, MN 55441 763-417-1420 Fax: 952-249-5113 [email protected] MPPL Financial 202 Third Ave Proctor, MN 55810 218-628-3135 [email protected] 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 Minneapolis, MN 55402 612-376-4702 Fax: [email protected] 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 [email protected] 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 Minneapolis, MN 55402 952-351-4663 Fax: 952-835-5845 [email protected] 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 [email protected] Investment Planning Retirement Planning General Financial Planning Minnesota Chapter A Member Since May 2000 Page 13 MEMBERSHIP DIRECTORY - Minnesota Dinzeo Summit Hill 8935 Highway 5, Suite 1 Lake Elmo, MN 55042 952-905-9119 [email protected] Paul J Downes Joseph Laurel Wealth Planning 3300 Edinborough Way, Suite 790 Edina, MN 55435 952-854-6250 Fax: [email protected] CFP, CPA Fax: Member Since July 2015 Dobrzynski Philip W Drayton ADoby Capital Management, LLC CFP, CPA, MBA, CFA 10790 McCool Drive West Burnsville, MN 55337 612-382-1117 Fax: 612-904-6250 [email protected] Asset Management Member Since Financial Planning for Business Owners Investment Planning August 2000 Dobson-Totten Cahill Financial Advisors, Inc. 7300 Metro Blvd, Ste 625 Edina, MN 55439 952-926-1659 [email protected] Member Since December 2014 Crystal Jeffrey Thrivent Financial 701 Xenia Avenue South, Suite 550 Golden Valley, MN 55416 612-916-6428 Fax: [email protected] Member Since October 2013 Droegemueller Donald Peak Financial Consulting 1650 West 82nd Street, #1200 Bloomington, MN 55431 952-303-8202 Fax: [email protected] Fax: 952-926-0633 CFP CFP Member Since May 2013 Doran 1554 Hobe White Bear Lake, MN 55110 651-690-1506 [email protected] Michael P Droegemueller Fax: 651-696-5131 Member Since August 2009 Dornbush Darold Transamerica Retirement Management 408 St. Peter Street, Ste 230 St Paul, MN 55102 651-286-4729 Fax: [email protected] D Randy Ameriprise Financial Services CFP 5775 Wayzata Blvd., Suite 880 St Louis Park, MN 55416 763-367-7980 Fax: 763-367-7981 [email protected] Retirement Planning General Financial Planning Financial Planning for Business Owners Doroff Fathom Advisors 5775 Wayzata Blvd., Suite 880 St Louis Park, MN 55416 763-367-7980 [email protected] G C Member Since July 2003 Ellen Rossi Dubuque Breckenridge, LLC JD/CFP 333 South 7th Street, Suite 3020 Minneapolis, MN 55402 612-870-9630 Fax: 612-870-1200 [email protected] General Financial Planning 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 [email protected] 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 Bloomington, MN 55431 952-303-8200 Fax: [email protected] Estate Planning Investment and Asset Management 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 [email protected] Estate Planning Retirement Planning Asset Management Minnesota Chapter Jeff R CFP, CLU, ChFC, CTFA Fax: 612-844-8036 Member Since May 1990 Page 14 MEMBERSHIP DIRECTORY - Minnesota Dunn Richard Dunncreek Advisors 701 Fourth Avenue South, Suite 1500 Minneapolis, MN 55415 612-436-3770 Fax: [email protected] Eichten Richard Legacy Private Wealth Group 4400 W 78th Street, Suite 510 Bloomington, MN 55435 952-446-7800 Fax: [email protected] General Financial Planning Individual Insurance Retirement Planning Eaton D 626 E. 58th St. Minneapolis, MN 55417-2426 612-202-9418 Fax: 612-395-3915 [email protected] General Financial Planning Estate Planning Business Succession Planning Eide Ameriprise Financial 101 E First Street Chaska, MN 55318 952-448-6455 [email protected] 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: [email protected] Ghada Fortune Financial 10261 Yellow CIrcle Drive Hopkins, MN 55343 952-908-2508 [email protected] Robert Member Since December 2007 Elling Jordan CliftonLarsonAllen Wealth Advisors 220 South Sixth Street, Suite 300 Minneapolis, MN 55402 612-376-4642 Fax: 612-376-4850 [email protected] Fax: Member Since February 2016 Ecker Jenna Member Since October 2014 Ellingson CliftonLarsonAllen 220 South Sixth Street, Suite 300 Minneapolis, MN 55402 612-397-3353 Fax: [email protected] Member Since January 2014 Eder Brian Byron G RBC Wealth Management CFP, AIF, PRP, AWM 2064 Superior Dr NW Rochester, MN 55901 507-536-2018 Fax: 507-288-7913 [email protected] 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 Minneapolis, MN 55402 952-698-7029 [email protected] Fax: [email protected] Fax: Member Since September 2011 Ehleringer Echelon Wealth Partners 4115 26th St NW, Suite 100 Rochester, MN 55901 507-281-4341 Fax: [email protected] Randall D. Member Since June 2008 Elsberry Northern Plains Financial 527 DeMars Ave Grand Forks, ND 58201 701-314-1166 [email protected] 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 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Elston Brondell Jennifer Trust Point Inc. 43 Main Street S.E., Suite 214 Minneapolis, MN 55414 612-339-2343 Fax: [email protected] J Erpenbach JD Member Since January 2016 Emswiler Caroline WEALTH Financial Consultants, Inc. CFP 15830 Venture Lane Eden Prairie, MN 55344 952-294-4921 Fax: 952-937-7605 [email protected] Retirement Planning Asset Management Stock Options Eng E Estes Estes Law Firm P.A. 4741 Fremont Ave S Minneapolis, MN 55419 612-827-2000 [email protected] Barbara Flourish Wealth Management 1431 Bayard Ave St Paul, MN 55116 952-841-2251 [email protected] Tyler Member Since September 2014 Ronald E. Quantitative Advantage CFP 10400 Yellow Circle Drive, Suite 303 Minnetonka, MN 55343 952-253-1099 Fax: 952-944-5789 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Tax Preparation December 2002 Evans Jr. Robert L CFP 2322 Taft Street NE Minneapolis, MN 55418 612-781-5790 [email protected] Fax: Fax: Member Since April 2012 Ensrud Bruce A Member Since January 2016 Falck Thrivent Financial for Lutherans CFP, CHFC, CLU 5500 Wayzata Blvd, # 1480 Golden Valley, MN 55416 952-475-9700 Fax: 763-595-9424 [email protected] Falck Financial Services PO Box 530 Northfield, MN 55057 507-645-2993 [email protected] Richard Epple Richard Aurochs Financial Group CFP 15600 Wayzata Blvd, # 100 Wayzata, MN 55391 952-470-5049 Fax: 952-470-1062 [email protected] General Financial Planning 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: [email protected] Kenneth Fax: 507-645-6637 Member Since March 2006 Falk Rebecca UBS Financial Services 8500 Normandale Lake Blvd, Ste 210 Bloomington, MN 55437 952-921-7958 Fax: [email protected] CFP Member Since February 2002 B Member Since December 2012 Faust Wipfli Hewins Investment 3601 Phillips Pkwy, #431 St Louis Park, MN 55426 507-581-1541 [email protected] 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 Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-5530 Fax: [email protected] Engbrecht Michael Waddell & Reed, Inc. CRPC 2618 - 17th Ave East North St Paul, MN 55109 651-200-4144 Fax: 651-483-0055 [email protected] Cash Management and Budgeting 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. MEMBERSHIP DIRECTORY - Minnesota Fedor Mullen & Guttman 6600 France Ave S, Suite 210 Edina, MN 55435 612-756-7276 [email protected] Kathleen Finkelstein Fax: Member Since August 2014 Fee Ellen BGM TruNorth 4470 West 78th Street Circle, #200 Bloomington, MN 55435 952-844-2515 Fax: [email protected] Steven Sterling Retirement Resources, Inc. CFP 8401 Golden Valley Road, Suite 225 Golden Valley, MN 55427 763-762-3400 Fax: 952-224-7179 [email protected] Asset Allocation Estate Planning Comprehensive Financial Planning Fischer Ameriprise Financial Services 10626 Sherman Dr Eden Prairie, MN 55347 612-671-4615 [email protected] Dean J Kelly Member Since January 2014 Fischer Plan for Life 2320 Parklands Road St Louis Park, MN 55416 612-210-8326 [email protected] CFP Fax: 612-671-8028 Mark Waddell & Reed 2 Carlson Pkwy N, #110 Plymouth, MN 55447 763-593-0649 [email protected] 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 St Louis Park, MN 55426 952-253-2563 [email protected] Investment Management Risk Management Financial Planning Andrew Child Lake Investments, LLC 7461 Merrimac Lane N Maple Grove, MN 55311 714-742-6557 [email protected] Fax: [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management 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 Eden Prairie, MN 55344 847-805-6247 Fax: 612-338-0798 [email protected] Asset Allocation Member Since Asset Management Investment Planning November 1999 Fishman Bond & Devick Financial Network CFP 600 South Hwy 169, #875 St Louis Park, MN 55426 952-591-0113 Fax: 952-591-0104 [email protected] Fier Member Since November 1998 Fischer Fax: S CFP/CLU Member Since April 2000 Fernandes Member Since May 2000 Wealth Enhancement Group CFP 505 N. HWY 169, Suite #900 Plymouth, MN 55441 952-249-7024 Fax: 952-249-7034 [email protected] CFP Member Since October 2010 Ferkinhoff C Jeff Cambria Mortgage 11000 W 78th St, #300 Eden Prairie, MN 55344 612-240-9517 Fax: [email protected] Minnesota Chapter Member Since June 2014 Page 17 MEMBERSHIP DIRECTORY - Minnesota Fleischauer Alan E Freeman Fleischauer Financial Management ChFC, CLU, CFP, RICP 11100 Wayzata Blvd, Ste 161 Minnetonka, MN 55305 952-975-1787 Fax: 952-277-4301 [email protected] JRA Financial 3917 Sunset Rd N Brooklyn Park, MN 55443 763-607-6294 [email protected] 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 [email protected] Retirement Planning Mutual Funds Tax Planning Foley L Member Since November 1995 Frey State Farm Insurance 1285 Northland Dr Mendota Heights, MN 55420 651-249-6970 [email protected] 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 [email protected] Stacy JNBA Financial Advisors 8500 Normandale Lake Blvd., #450 Minneapolis, MN 55437 952-844-0995 Fax: [email protected] CFP Member Since April 2013 Fox John Ameriprise Financial Services CFP, ChFC 7820 Terrey Pine Court, Suite 200 Eden Prairie, MN 55347 952-646-1623 Fax: 952-646-1601 [email protected] Investment Planning Retirement Planning Estate Planning Frane Bradley Midwest Secure Retirement Specialists 16481 77th Circle North Maple Grove, MN 55311 612-281-6217 Fax: [email protected] N Member Since July 2011 Fritschel Member Since August 1996 J James Windsor Financial Group, LLC CPA, CFP 225 South 6th St, Suite 3800 Minneapolis, MN 55402 612-347-7986 Fax: 612-347-7983 [email protected] Comprehensive Fin'l Planning Investment Planning Tax Planning Fruechte Olson Wealth Group 16410 - 39th Ave N Minneapolis, MN 55446 763-226-9717 [email protected] CLU ChFC Katie Fax: Member Since December 2014 Frye Everest Financial Group 10680 Hamshire Ave S, #114 Bloomington, MN 55438 Larson Allen Financial 220 S 6th St., Ste 300 Minneapolis, MN 55402 612-376-4533 [email protected] Fax: [email protected] Andrew Aaron D Fax: 612-376-4600 Member Since March 2006 Fulton Transamerica Retirement Management 408 St. Peter Street, Suite 230 St Paul, MN 55102 651-286-4718 Fax: 888-247-2137 [email protected] Aaron Honkamp Krueger Financial Services CFP 13911 Ridgedale Drive, Suite 330 Minnetonka, MN 55305 952-831-2200 Fax: 952-831-2201 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Fure Johannes Getchell Fure Financial Corporation CFP 8500 Normandale Lake Blvd., #950 Bloomington, MN 55437-3822 952-944-8250 Fax: 952-944-8252 [email protected] Greg Amada Senior Care 1043 N Shore Drive Forest Lake, MN 55025 763-307-9138 Fax: 763-307-3365 [email protected] Member Since September 1997 Gabriel Ameriprise Finl Advisors 3200 Main St. NW, #320 Coon Rapids, MN 55448 763-421-8659 [email protected] 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 [email protected] Investment Planning Retirement Planning Asset Allocation David W Total Wealth Care PO Box 365 Cannon Falls, MN 55009 507-263-3539 [email protected] Retirement Planning Mutual Funds Tax Planning Giefer The Johnston Group 121 S. 8th Street, Ste 1111 Minneapolis, MN 55402 612-337-5030 [email protected] 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 Golden Valley, MN 55427 763-762-3400 Fax: 952-224-7179 [email protected] Fax: Member Since November 2015 Garmaker Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-839-6146 Fax: [email protected] Jeanette Kristin Tapestry Wealth Consultants CFP 331 East 53rd St. Minneapolis, MN 55419 651-592-5474 Fax: 952-563-1213 [email protected] General Financial Planning 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 [email protected] 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. Golden Valley, MN 55416 952-841-2241 Fax: 952-841-2223 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2007 Gillespie Merrill Lynch CFP 315 Lake St E, Suite 200 Wayzata, MN 55391 952-404-5933 Fax: 952-471-1122 [email protected] Retirement Planning Member Since Asset Management General Financial Planning 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 [email protected] Member Since March 2016 Ameriprise Financial Services 3515 Plymouthh Blvd., #204 Plymouth, MN 55447 763-543-5183 [email protected] Minnesota Chapter Wendy L CFP Fax: 763-231-4141 Member Since March 2006 Page 19 MEMBERSHIP DIRECTORY - Minnesota Ginkel Chris Goedtke Thrivent Financial for Lutherans CFP 625 4th Ave. South Minneapolis, MN 55415 612-340-8401 Fax: 612-340-8076 [email protected] Member Since July 2005 Gislason Scott Gonzalez North Star Resource Group 2701 University Avenue South East Minneapolis, MN 55414-3233 612-617-6159 Fax: 612-256-3159 [email protected] Member Since April 2010 Glasheen Fidelity Investments 11450 Wayzata Blvd Minnetonka, MN 55305 801-699-6053 [email protected] James Investors Choice Financial Services CEO, RFC, CSA 2648 Broadway Avenue Slayton, MN 56172 507-836-8844 Fax: 507-836-8898 [email protected] Post Retirement Planning Retirement Planning Market/Investment Trends William Alexander Thrivent Financial for Lutherans CFP, FIC, CLTC 5270 West 84th Street, Suite 255 Bloomington, MN 55437 952-358-3450 Fax: 952-358-3444 [email protected] Comprehensive Financial Planning 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: [email protected] 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 [email protected] Tax Planning Retirement Planning Elder and Long-Term Care Planning Goshert Capital Management Associates 7900 Xerxes Ave S, 500 Wells Fargo Plaza Minneapolis, MN 55431 952-893-1200 Fax: [email protected] Securian Financial Services 400 Robert Street N., A5-7772 St Paul, MN 55101 651-665-7772 [email protected] 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 Burnsville, MN 55337 952-892-1121 [email protected] Investors Choice Financial Services RFC, CSA 2648 Broadway Avenue Slayton, MN 56172-0028 507-836-8844 Fax: 507-836-8898 [email protected] Qualified Plans Financial Planning for Women Retirement Planning P Fax: 651-665-3565 Goughnour Waddell & Reed 3601 Minnesota Drive, Suite 550 Bloomington, MN 55435 952-852-1310 Fax: [email protected] 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 Minnetonka, MN 55305 952-941-2795 x12 Fax: 952-513-2048 [email protected] CFP Gleason D Member Since April 2000 Graber Eric Capital Strategies Financial Corp. 8053 Xerxes Avenue South Bloomington, MN 55431 952-926-3000 Fax: [email protected] 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. MEMBERSHIP DIRECTORY - Minnesota Graf Kevin M Groezinger Ameriprise Financial Services CFP 3600 Minnesota Drive, Suite 550 Edina, MN 55435 952-300-2330 Fax: 952-300-2301 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning December 2001 Grant Derek N Debra Stevens Foster Financial Advisors CPA/PFS, CFP 7901 Xerxes Ave S, Suite 325 Bloomington, MN 55431 952-843-4212 Fax: 952-843-4213 [email protected] Estate Planning Retirement Planning Tax Planning Gruning Grant Wealth Management Group CFP 6261 Baker Road, Suite 202 Eden Prairie, MN 55346 952-934-3456 Fax: 507-625-3551 [email protected] James Thrivent Financial 629 W Central Entrance Duluth, MN 55811 218-625-4007 [email protected] Stephen C Guncheon Guncheon Financial, LLC 14451 Hwy 7, Ste 212 Minnetonka, MN 55345 952-449-4467 [email protected] CLTC, FIC Fax: 218-625-4022 Michael Kelly CRPS Fax: Member Since February 2009 Gusick Ameriprise Financial Services CFP 966 Ameriprise Financial Center Minneapolis, MN 55474 612-671-4707 Fax: 612-671-4749 [email protected] Kristy Joel Greenwald Wealth Management M.D./CFP 1660 South Highway 100, Suite 270 St Louis Park, MN 55416 952-641-7616 Fax: 952-426-3626 [email protected] 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 CliftonLarsonAllen Wealth Advisors CPA/PFS, CFA, CFP 220 South Sixth Street, Ste. 300 Minneapolis, MN 55402 612-376-4855 Fax: 612-376-4690 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Tax Preparation September 2007 Guyton Member Since November 2008 Michael Focus Financial Network Inc CFP 1000 Shelard Parkway, #300 Minneapolis, MN 55426 952-591-9770x334 Fax: 952-591-9770 [email protected] Retirement Planning Estate Planning Qualified Plans Gustavson Vector Wealth Management CFP ChFC 43 Main Street SE, #236 Minneapolis, MN 55414 612-378-7560 Fax: 612-379-4895 [email protected] June 1, 2016 Member Since October 2012 Gustafson CFP, AAMS 14110 46th Place North Plymouth, MN 55446 763-593-1258 [email protected] Mutual Funds Estate Planning Investment Planning L. Professional Services Marketing 6110 - 27th Street N. St Paul, MN 55128 651-348-6398 Fax: [email protected] 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 [email protected] Member Since July 2014 Green A Jonathan T Cornerstone Wealth Advisors, Inc. CFP 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900x213 Fax: 952-920-9567 [email protected] Retirement Planning Member Since Asset Management Financial Planning for Executives December 1994 Minnesota Chapter Page 21 MEMBERSHIP DIRECTORY - Minnesota Guzek Montagne Lisa LPL Financial Services CFP 3800 American Blvd West, #1400 Bloomington, MN 55431 952-853-2234 Fax: 952-853-2235 [email protected] Asset Management/Allocation Retirement Planning Estate Planning Haag Ryan Hagen Hagen Financial Advantage 14811 Energy Way St Paul, MN 55124 952-431-2224 [email protected] T Fax: Member Since January 2009 Haglin Travis ApolloWorks Financial 383 Saint Albans St N St Paul, MN 55104 651-335-0647 Fax: [email protected] ChFC, CLU, CFP Member Since June 1994 Ryan T. Haag CFP, CLU, ChFC CFP/CLU/ChFC/RFL/ REBC/RHU 7701 France Ave S, #100 Edina, MN 55435 952-352-9245 Fax: 952-933-7589 [email protected] General Financial Planning Member Since Estate Planning Investment Planning August 2000 Haage Luther Michael Thrivent Financial 625 - 4th Ave S Minneapolis, MN 55415 Fax: Member Since October 1996 Hahm Nathanael LifeSTAGE Wealth Management 11100 Wayzata Blvd., #510 Minnetonka, MN 55305 763-542-8884 Fax: [email protected] CFP Jon Ameriprise Financial, Inc 3900 Northwoods Drive, Suite 150 Arden Hills, MN 55112 651-765-7028 Fax: [email protected] W. Member Since October 2003 Haider Anthony Marc Wilkerson Resource Advisors CFP 1210 West County Road E, Suite 100 Arden Hills, MN 55112 651-767-1616 Fax: 651-297-6929 [email protected] Retirement Planning Tax Planning Comprehensive Financial Planning Hagan Patrick Ameriprise Financial Services CFP 8325 Wayzata Blvd Suite 100 Minneapolis, MN 55426-1399 763-543-5157 Fax: 612-525-0372 [email protected] Comprehensive Financial Planning Investment Planning Estate Planning Hagen Marquette Asset 60 South Sixth St, Suite 3900 Minneapolis, MN 55402 612-644-6155 [email protected] C Member Since April 2015 Haines ActiFi, Inc. 3030 Harbor Lane, #216 Plymouth, MN 55447 763-550-0111 [email protected] 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: [email protected] 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 [email protected] CFP Fax: Member Since December 2014 June 1, 2016 C MetLIfe Premier Client Group 301 Carlson Parkway, Suite 300 Minnetonka, MN 55305 952-258-5047 Fax: [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Hance Hance Financial, LLC 3600 American Blvd W #120 Bloomington, MN 55431 952-445-6482 [email protected] John Hardie CFP Fax: Member Since June 2015 Handke Birchwood Financial Partners 3300 Edinborough Way, #610 Edina, MN 55435 952-885-9088 [email protected] Bridget M Melanie Ceridian 4550 229th Ave NE East Bethel, MN 55005 651-402-8384 Fax: [email protected] Cash Management and Budgeting Comprehensive Financial Planning Life Planning Hargreaves EFS Advisors 9973 Nathan Lane N Maple Grove, MN 55369 651-767-1286 [email protected] CFP Fax: Nationwide Financial 3667 Fairway Drive Woodbury, MN 55125 651-247-3997 [email protected] Ronald D Fax: Fax: 614-677-4494 Member Since April 1984 Hansen William M Member Since June 2002 Ameriprise FInancial Advisors 1032 Ameriprise Financial Minneapolis, MN 55474 612-671-7036 [email protected] Cynthia Fax: 612-671-8947 Gregory APD Wealth Management 11140 Hwy 55, Suite D Plymouth, MN 55441 952-541-0020 Fax: [email protected] Retirement Planning Financial Planning for Business Owners Qualified Plans Hanson Scot Educators Financial Services 4327 Chatsworth St N Shoreview, MN 55126 612-590-6389 Fax: [email protected] Comprehensive Financial Planning Retirement Planning Tax Planning June 1, 2016 Gaylen Fortune Financial CFP/CLU/ChFC 10261 Yellow Circle Drive Minnetonka, MN 55343 952-908-2520 Fax: 952-908-2501 [email protected] Investment Planning Retirement Planning Employee Benefits 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 [email protected] Retirement Planning Estate Planning Investment Planning Harms William M. Hansen & Associates, PLLC JD LLM, CFP 7500 Olson Memorial Hwy #100 Minneapolis, MN 55427 763-398-5800 Fax: 763-543-5667 [email protected] Hanson Member Since June 2015 Harmon CFP M Finetooth Consulting 4252 11th Avenue South Minneapolis, MN 55407 612-208-0653 [email protected] 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 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Hasler CFP Member Since March 2006 Adellmarie Member Since March 2002 Hansen C CFP Aimee TruNorth Concierge Wealth ManagementCFP 1099 Helmo Avenue North, Suite 230 Oakdale, MN 55128 651-735-5878 Fax: 651-735-5881 [email protected] Long Term Health Care Asset Management Retirement Planning Minnesota Chapter J Member Since August 1999 Page 23 MEMBERSHIP DIRECTORY - Minnesota Haugen Anders Heibert Lifelong Wealth Inc. CFP 701 4th Avenue So., Suite 1700 Minneapolis, MN 55415-1818 612-349-6400 Fax: 612-279-647 [email protected] ActiFi, Inc 3030 Harbor Lane, #216 Plymouth, MN 55447 763-550-0111 [email protected] Dan Fax: Member Since June 2010 Haukedahl Mark I Heimdal Haukedahl Financial Services CLU, ChFC 9801 Dupont Avenue S #395 Minneapolis, MN 55431 952-888-1211 Fax: 612-888-0703 [email protected] Member Since June 1984 Hawks MetLife Premier Client Group 301 Carlson Pkwy, Ste 300 Minnetonka, MN 55305 952-473-2921 [email protected] 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 [email protected] 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 [email protected] Douglas Fax: 303-996-0347 Member Since April 2009 BMO Harris Financial Advisors 11915 Elm Creek Blvd N Maple Grove, MN 55369 763-315-7951 [email protected] Lynn Richard Hemingway Wealth Management, LLC 14550 Excelsior Blvd, Suite 200 Minnetonka, MN 55345 952-417-6033 Fax: [email protected] Financial Planning Business Planning Estate Planning Henderson Fax: Member Since April 2001 Renay Member Since September 2007 Mark Ameriprise Financial Services 2805 Dodd Road, #195 St Paul, MN 55121 651-256-6006 [email protected] Bruce Daniel Fax: 651-882-9740 Member Since December 2000 Henry Ameriprise Financial Services 1930 Premier Drive Mankato, MN 56001 507-625-9050 [email protected] CFP Fax: Member Since September 2012 June 1, 2016 A CFP, ChFC, CLU Member Since January 2014 Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 [email protected] H Member Since July 2006 Hennen Waterfront Financial Group 5500 Wayzata Blvd., #1040 Golden Valley, MN 55416 952-236-1755 Fax: [email protected] Heiar I CLU, ChFC, CFP, MSFS Meristem, LLP CFP 601 Carlson Parkway, #800 Minnetonka, MN 55420 952-835-8278 Fax: 952-835-8283 [email protected] ChFC Hegstrom R Member Since April 2011 Hemingway CFP, CRPC, APMA Hedrick Member Since October 2003 Hemingway Wealth Management 14550 Excelsior Blvd., Suite 200 Minnetonka, MN 55345 952-232-0230 Fax: [email protected] 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) MEMBERSHIP DIRECTORY - Minnesota Herbeck David J Hoffman BPK&Z Financial Services LLP CPA/PFS, ChFC 7500 Olson Memorial Hwy, Suite 200 Minneapolis, MN 55427 763-8546-6211 Fax: 763-543-5667 [email protected] Ameriprise Financial Services 2774-C Commerce Dr NW Rochester, MN 55901 507-322-3646 [email protected] Michael Fax: 866-944-9618 Member Since January 2014 Heupel Accredited Investors Inc 5200 West 73rd Street Edina, MN 55439 952-841-2222 [email protected] 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 Minneapolis, MN 55413 612-280-1077 [email protected] Financial Planning Retirement Planning Elder Planning Diane Fax: Member Since November 1989 Hohn CliftonLarsonAllen Wealth Advisors, LLCCFP 220 South Sixth Street, Ste. 300 Minneapolis, MN 55402 612-376-4565 Fax: 612-376-4690 [email protected] Cahill Financial Advisors, Inc. 7261 Ohms Lane Edina, MN 55439 952-926-1659 [email protected] Nicholas CFP Fax: 952-926-0633 Member Since September 2007 Hietapelto University of Minnesota Duluth LSBE 213J, 1318 Kirby Drive Duluth, MN 55812 218-722-0296 [email protected] Hugo Member Since September 2014 Higgins Jay Riverbridge Partners, LLC CFP 1200 IDS Center, 80 South Eighth Street Minneapolis, MN 55402 612-904-6223 Fax: 612-904-6250 [email protected] Asset Management Investment Planning General Financial Planning Hinds Patricia Granite Financial, Inc. CFP 1411 West Saint Germain Street, #250 St Cloud, MN 56301 320-202-1655 Fax: 320-230-2389 [email protected] 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 [email protected] Business Succession Planning Estate Planning Tax Planning Holupchinski W Member Since June 1998 Peter CliftonLarsonAllen Wealth Advisors, LLCCFP 220 S 6th Street #300 Minneapolis, MN 55402 612-376-4593 Fax: [email protected] Member Since January 2006 J Member Since January 2014 Hornung Richard A. Focus Financial 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-379-3919 Fax: 651-631-8166 [email protected] 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 [email protected] Business Planning Member Since Investment and Asset Management Retirement Planning December 1983 June 1, 2016 Member Since January 2010 Holsten Fax: G CFP, CRPC US Bank 800 Nicollet Mall, BC-MN-H16D Minneapolis, MN 55402 612-303-4625 Fax: [email protected] Minnesota Chapter Carl CFP Member Since April 2012 Page 25 MEMBERSHIP DIRECTORY - Minnesota Houle Nicholas J Hume Larson & Allen Financial, LLC CPA/PFS, MBT, CFP 220 S. 6th Street #300 Minneapolis, MN 55402 612-375-4500 Fax: 612-376-4850 [email protected] Tax Planning Member Since Estate Planning General Financial Planning September 1997 House Coyote Financial Inc. 28039 N 95th Street Scottsdale, AZ 85262 480-905-3260 [email protected] John A Ronald Member Since October 2007 Humphrey Thomas Fax: 612-347-7801 Member Since June 1995 Kim Member Since September 2002 Iatic Ameriprise Financial 35 Ameriprise Financial Center Minneapolis, MN 55474 ActiFi, Inc. 3030 Harbor Lane, #216 Plymouth, MN 55447 763-550-0111 [email protected] Fax: [email protected] Oleg Fax: Member Since October 2012 Hubert Tamara First Minnetonka Investment Center CFP 14550 Excelsior Blvd. Minnetonka, MN 55345 952-465-0323 Fax: 952-935-4957 [email protected] Retirement Planning Investment Planning Long Term Health Care Hubley Networth Inc 870 Bald Eagle Drive, Suite 5B Marco Island, FL 34145 239-389-7420 [email protected] Estate Planning Asset Management Investment Planning Hughes Member Since April 2015 Imholte Ameriprise Financial, Inc. 8325 Wayzata Blvd Suite 100 Golden Valley, MN 55426 952-920-2638 ext 601 [email protected] Nancy CPCC Fax: Member Since January 1997 Roger Member Since March 2005 Infante Fure Financial 8500 Normandale Blvd., #950 Bloomington, MN 55437 952-944-8250 Fax: [email protected] 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 3300 Edinborough Way, #550 Edina, MN 55435 612-313-7477 Fax: 612-313-7552 [email protected] Susan Personal Wealth Partners CFP/PFS/CPA/JD/LLM 1550 American Blvd E, Suite 640 Bloomington, MN 55435 952-851-1385 Fax: 612-337-5070 [email protected] 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 [email protected] Member Since February 2006 June 1, 2016 F Ameriprise Financial Services CFP First National Bank Bldg 190-2nd Ave SW Milaca, MN 56353 320-983-1331 Fax: 320-983-2341 [email protected] CFP, CHFC Hoversten C. Stonebridge Capital Advisors, LLC 2550 University Avenue West, #180S St Paul, MN 55114 651-251-3634 Fax: 651-251-1010 [email protected] Shawn Legacy Financial Advisors CFP/ChFC 3500 American Boulevard West, #675 Bloomington, MN 55431 952-893-5568 Fax: 952-893-5560 [email protected] Cash Management and Budgeting Investment and Asset Management Retirement Planning Minnesota Chapter J Member Since February 2001 Page 26 MEMBERSHIP DIRECTORY - Minnesota Jaremko Ameriprise Financial Services 3900 N Woods Drive #150 Arden Hills, MN 55112 651-765-7027 [email protected] Thomas J Jergenson CFP Fax: 651-494-9768 Member Since December 2014 Jaros Ameriprise Financial Services 14985 Glazier Ave., Suite 650 Apple Valley, MN 55124 952-431-6410 [email protected] Royal Craig Coach Craig Jergenson, CFP 11670 Fountains Drive, Suite 200 Maple Grove, MN 55369 763-445-2784 Fax: [email protected] Retirement Planning Insurance Comprehensive Financial Planning Johnson PCG Agencies 119 14th Street NW, Suite 300 St Paul, MN 55112 651-605-2751 [email protected] 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: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Jenneke Timothy J Member Since October 2014 Johnson Member Since November 2007 J Ameriprise Financial Services 10405 Sixth Avenue N #200 Plymouth, MN 55441 763-525-0258 [email protected] Asset Allocation Retirement Planning Estate Planning Curtis Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 952-797-2945 [email protected] 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 [email protected] Comprehensive Financial Planning Qualified Plans Estate Planning June 1, 2016 Ameriprise Financial Services 7601 France Avenue S #550 Edina, MN 55435 952-857-1264 [email protected] 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: [email protected] Jenson Member Since April 2013 Johnson Azure Wealth Management CFP, ChFC, CLU 223 Walnut Street St Paul, MN 55102 218-590-8513 Fax: [email protected] D CFP CPA Johnson Thrivent Financial for Lutherans CFP 10900 Wayzata Blvd., #220 Hopkins, MN 55305 952-229-5016 Fax: 763-546-1162 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Asset Management Qualified Retirement Plans September 1998 Johnson Eric B. Johnson Financial Advising 923 Martin Street Fairmont, MN 56031 507-238-1926 Fax: [email protected] Member Since May 2002 Minnesota Chapter Eric B CFP Member Since April 2007 Page 27 MEMBERSHIP DIRECTORY - Minnesota Johnson Ameriprise Financial 8719 Flamingo Drive Chanhassen, MN 55317 952-368-7370 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 1996 Johnson Wanda C The Johnston Group 121 S 8th St, #1111 Minneapolis, MN 55402 612-337-5030 [email protected] Ty Member Since September 2013 Brandon Accredited Investors, Inc 5200 West 73rd Street Edina, MN 55439 952-841-2214 Fax: [email protected] Cash Management and Budgeting Comprehensive Financial Planning Tax Planning Jones Jones Allianz Life 5701 Golden Hills Dr Minneapolis, MN 55416 763-765-6469 [email protected] Member Since January 2016 Ameriprise Financial 3820 Cleveland Ave. N, Ste 500 Arden Hills, MN 55112 651-233-5904 Fax: [email protected] 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 [email protected] 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 [email protected] Qualified Plans Member Since Comprehensive Financial Planning 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 [email protected] CFP Fax: Member Since June 2002 June 1, 2016 Richard Member Since June 2013 Octagon Financial 1650 W. 82nd Street, #850 Minneapolis, MN 55431 952-885-2728 Fax: [email protected] D. Alfred Jones Financial Consulting, LLC 4350 Birch Hills Lane Eau Claire, WI 54701 715-577-2778 Fax: [email protected] Comprehensive Financial Planning Investment Planning Retirement Planning Member Since March 1996 Fax: Jungquist CFP D John Juilfs Fax: Jones Current Financial 7201 Forestview Lane N Maple Grove, MN 55369 763-777-5484 [email protected] Juckel Ameriprise Financial Adv. CFP 10000 Minnetonka Boulevard Minnetonka, MN 55305 952-563-1221 Fax: 952-563-1213 [email protected] Retirement Planning Member Since Estate Planning General Financial 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 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Kairies Access Financial Services Inc 1650 W 82nd Street #850 Minneapolis, MN 55431 952-885-2734 [email protected] Stephen E Kenworthy CLU ChFC Fax: 952-885-0995 Member Since February 1984 Kantor Sara Cornerstone Wealth Advisors 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900 Fax: [email protected] Paul Principal Source Advisors, LLC 1787 St. Johns Drive Woodbury, MN 55129 612-202-6221 Fax: [email protected] Investment Management Wealth Counseling Charitable Giving Kenyon Member Since September 1972 Mark Robert W Baird 601 Carlson Pkwy, Suite 950 Minnetonka, MN 55305 CFP Fax: [email protected] Member Since February 2012 Karp Thomas S John Advanced Wealth Management Group 701 4th Avenue South, Suite 1600 Minneapolis, MN 55415 612-347-8669 Fax: 612-347-7546 [email protected] Estate Planning Retirement Planning Asset Management Kaul US Bancorp Center 800 Nicollet Mall, 16th Floor Minneapolis, MN 55402-7020 612-303-3193 [email protected] 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 [email protected] Post Retirement Planning Pre-Retirement Planning Financial Planning for Women Angela RBC Wealth Management CFP 641 East Lake Street - Suite 230 Wayzata, MN 55391 952-476-3542 Fax: 952-476-9767 [email protected] Retirement Planning Comprehensive Financial Planning Investment and Asset Management Kienitz Ameriprise Financial CFP 626 Ameriprise Fin'l Ctr, H07/626 Minneapolis, MN 55474 612-671-4195 Fax: 612-671-7432 [email protected] Todd J Member Since October 1992 6631 Colfax Ave N Brooklyn Center, MN 55430 651-239-0935 Fax: [email protected] J Member Since February 2015 Kimball AdvisorNet Financial 701 Fourth Avenue South #1500 Minneapolis, MN 55415-1600 612-436-3788 Fax: [email protected] Kirsten Sandahl & Associates 12358 Chesholm Lane Eden Priaire, MN 55347 Fax: [email protected] Member Since January 2008 June 1, 2016 Member Since April 1999 Souphak Member Since August 2008 Kelzenberg A CFP Kiefer CFP Marcy Ameriprise Financial Services 3934 Alabama Ave St Louis Pk, MN 55416 612-671-8973 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Tax Preparation September 2000 Karpinsky R CFP Minnesota Chapter Member Since October 2015 Page 29 MEMBERSHIP DIRECTORY - Minnesota Kincade Patrick Klefsaas Stonebridge Capital Advisors LLC 2550 University Ave W, #180 South St Paul, MN 55114 651-251-3642 Fax: [email protected] Member Since September 2015 Kincade Robert A Robert All Star Financial CFP, AIF 3800 American Blvd West, #1450 Minneapolis, MN 55431 952-896-3820 Fax: 952-896-3819 [email protected] Asset Management Qualified Plans Retirement Planning Klein Stonebridge Capital Advisors 2550 University Avenue W #180S St Paul, MN 55114 651-251-1007 Fax: 651-251-1010 [email protected] Woodhill Financial 7500 Highway 55, Suite 195 Golden Valley, MN 55427 763-746-8686 [email protected] 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: [email protected] Rebecca Accredited Investors CFP 5200 W 73rd Edina, MN 55439 952-841-2229 Fax: 952-841-2223 [email protected] Member Since June 2008 King Riverbridge Partners 80 S 8th Street, 1200 IDS Center Minneapolis, MN 55402 612-904-6225 Fax: [email protected] Andrew Member Since May 2014 Kley Jason Carlson Capital Management CFP, AIF, MBA 1700 W. 82nd Street, Suite 110 Bloomington, MN 55431 952-230-6705 Fax: 952-230-6710 [email protected] CFP Member Since January 2013 King Shannon SilverOak Wealth Mgmt CFP, CPA, PFS, 7650 Edinborough Way, Suite 250 Edina, MN 55435 952-896-5701 Fax: 952-896-5719 [email protected] Investment Planning Financial Planning for Executives Retirement Planning Kirby Barbara Focus Financial CFP CLU ChFC 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-379-3942 Fax: 651-631-1139 [email protected] Retirement Planning Comprehensive Financial 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 Minneapolis, MN 55402 612-455-6900 Fax: 612-455-6901 [email protected] General Financial Planning Retirement Planning Asset Management Knapp, Jr. William J Member Since June 1986 F Ameriprise Financial Services CFP/ChFC 7701 France Ave South Ste 475 Edina, MN 55435 952-841-8117 Fax: 952-841-8150 [email protected] Member Since October 1984 Ann Member Since August 2000 Knudsen Ameriprise Financial 8282 Balsan Lane N Maple Grove, MN 55369 952-842-1531 [email protected] CFP 3234 Cavell Ln St Louis Park, MN 55426-3715 612-804-5337 Fax: [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Knutson Gerald L Kolkman 121 Washington Ave S, #1206 Minneapolis, MN 55401 612-201-3759 [email protected] Asset Management Trusts Investment Planning Aaron Boulevard Wealth Management 11995 Singletree Lane #240 Eden Prairie, MN 55344 877-664-2583 Fax: [email protected] 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 [email protected] General Financial Planning Conner Accredited Investors Inc. 5200 West 73rd Street Edina, MN 55439 952-841-2227 Fax: [email protected] Member Since March 1998 Koch Windsor Financial Group 225 S 6th Street, #3800 Minneapolis, MN 55402 612-347-7966 [email protected] Asset Management Asset Allocation Investment Planning David O Kompelien Ensemble Planning, LLC 5001 Chowen Avenue South Minneapolis, MN 55410 612-978-1911 [email protected] 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 [email protected] General Financial Planning Member Since Life Insurance Retirement Planning December 1999 Tim David 16992 Saddlewood Trail Minnetonka, MN 55345 612-702-9470 [email protected] Fax: Member Since July 2006 Koppa Focus Financial Network, Inc. 14985 Glazier Ave, Suite 404 Apple Valley, MN 55124 952-997-8947 [email protected] 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 [email protected] Krystal Member Since December 2006 Kowalik Fax: Member Since March 2016 June 1, 2016 F Charles Schwab Advisor Services 800 Nicollet Mall, Suite 2925 Minneapolis, MN 55402 612-375-8896 Fax: [email protected] Fax: Kohler P CFP Member Since September 2015 4932 Colfax Ave S Minneapolis, MN 55419 612-418-1114 [email protected] L ChFC Member Since January 1996 Koch 4885 Magnolia Lane Plymouth, MN 55442 612-860-2198 [email protected] Member Since October 2015 Kowalik & Associates 1621 Fourth Avenue North Sauk Rapids, MN 56379 320-257-8888 [email protected] Retirement Planning Estate Planning Minnesota Chapter Naomi A CFP/JD/CLU/ChFC Fax: 320-257-4999 Member Since December 1998 Page 31 MEMBERSHIP DIRECTORY - Minnesota Kramer Kay Birchwood Financial Partners CFP 3300 Edinborough Way #610 Edina, MN 55435 952-885-9088 Fax: 952-887-2949 [email protected] Retirement Planning Comprehensive Financial Planning Investment and Asset Management Kramer Ameriprise Financial Services 329 North Main Street #201 Austin, MN 55912 507-437-3523 [email protected] Randall E Kuehl Member Since August 1985 J Lifestage Wealth Management 11100 Wayzata Blvd #510 Minnetonka, MN 55305 763-542-8884 [email protected] Retirement Planning Asset Management Investment Planning Bruce Fax: 763-542-8821 Member Since April 2002 Kuehn Nationwide Financial 3056 Nevada Avenue South Minneapolis, MN 55426 612-790-8115 [email protected] 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 [email protected] Jonathan D Fax: Member Since May 2010 Kretsch Financial Designs, Inc. 2201 10th Street Circle NE Buffalo, MN 55313 612-720-1117 [email protected] Jordan Member Since February 2014 Accredited Investors, Inc. 5200 West 73rd Street Edina, MN 55439 952-841-2234 [email protected] Rebecca M SII Investments, Inc 2407 109th Ave NE Blaine, MN 55449 763-205-2664 [email protected] 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 539 Bielenberg Drive, Suite 135 Woodbury, MN 55125 651-233-2111 Fax: 612-455-0449 [email protected] Fax: Member Since August 2007 June 1, 2016 Laura Laurel Wealth Planning CPA MBT 3300 Edinborough Way, Suite 790 Edina, MN 55435 952-854-6250 Fax: 952-854-6276 [email protected] Estate Planning Comprehensive Financial Planning Investment and Asset Management Kuper JD, LLM, CFP 1350 Douglas Drive N., # 215 Golden Valley, MN 55422 763-232-9827 [email protected] A Member Since February 1998 Kuntz Fure Financial 8500 Normandale Lake Blvd., #950 Bloomington, MN 55437 952-944-8250 Fax: [email protected] Member Since July 1998 CFP Member Since February 2005 Krubsack M Steve Ameriprise Financial Services CFP 8325 Wayzata Blvd, Suite 100 Golden Valley, MN 55426 763-543-5180 Fax: 763-525-0372 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2000 Kumagai Fax: Krieger Member Since May 2014 Kuenster CFP C CFP Minnesota Chapter Member Since March 2006 Page 32 MEMBERSHIP DIRECTORY - Minnesota Kuplic Ameriprise Financial Services 3600 Minnesota Dr, Suite 550 Edina, MN 55435 952-841-8106 [email protected] Daniel F Larson Larson Financial Services, Inc. 7900 Xerxes Ave S, Ste #920 Bloomington, MN 55431 952-345-8005 [email protected] 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 [email protected] Tax Planning Investment Planning Financial Planning for Business Owners Lack H Lawien Member Since March 1999 Lee Anne John RBC Wealth Management CFP 1420 London Road Suite 201 Duluth, MN 55805 218-728-8418 Fax: 218-723-2673 [email protected] Financial Planning for Executives Retirement Planning Estate Planning Lawrence Ameriprise Financial 703 East Ripley Street Litchfield, MN 55355 320-693-7271 [email protected] CFP 2238 66th Street SW Montrose, MN 55363 612-875-8317 [email protected] Member Since February 2013 Fax: 612-870-0417 Jill Laurie Financial Designs Inc CFP 5401 Gamble Drive, Suite 107 Minneapolis, MN 55416 952-843-0301 Fax: 952-843-0302 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning LaPean Timothy Thoughtful Financial Planning 314 Clifton Ave, Suite 105 Minneapolis, MN 55403 612-460-7355 Fax: [email protected] LGBT Planning Cash Management and Budgeting Comprehensive Financial Planning Laraway I Steven Member Since July 2008 Kevin QA Wealth Management 10400 Yellow Circle Drive, Suite 303 Minnetonka, MN 55343 952-944-3206 Fax: [email protected] CFP Member Since April 1992 J Member Since June 2011 Lawson Member Since March 2007 A Robert James Joseph AdvisorNet Financial CLU, ChFC 701 4th Avenue S, Suite 1500 Minneapolis, MN 55415 612-347-7808 Fax: 612-313-7536 [email protected] Business Succession Estate Planning Non-Qualified Deferred Compensation June 1, 2016 A First Command Financial Planning 2950 Metro Suite 314 Bloomington, MN 55424 952-851-3071 Fax: [email protected] Member Since July 2003 Larkin P The Northern Trust Company CPA, CFP, MBA 3307 Katie Lane Arden Hills, MN 55112 612-336-7034 Fax: 612-336-7001 [email protected] Estate Planning Member Since Comprehensive Financial Planning Investment and Asset Management February 2001 Leach Laraway Financial Advisors Inc CFP 1219 33rd St S St Cloud, MN 56301-9627 320-253-2490 Fax: 320-259-0557 [email protected] 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 [email protected] 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 [email protected] (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. MEMBERSHIP DIRECTORY - Minnesota Lear Dan Leighty Affiance Financial 600 Highway 169 South, Suite 1750 St Louis Park, MN 55426 952-253-2566 Fax: [email protected] Coresa Cornerstone Wealth Advisors 5201 Eden Avenue South Ste #135 Edina, MN 55436 507-276-5801 Fax: [email protected] Member Since March 2016 Lear Steven M Lelen Affiance Financial LLC ChFC CLU 600 South Highway 169, #1950 Minneapolis, MN 55426-1215 952-253-2564 Fax: 952-544-5524 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning November 1982 Ledermann Member Since December 2015 Jason Accredited Investors, Inc. 5200 W 73rd St Edina, MN 55439 952-841-2247 [email protected] Brian CFP Fax: Member Since July 2010 Lemenowsky Waddell & Reed 3601 Minnesota Drive, Suite 550 Bloomington, MN 55435 952-884-1503 Fax: 952-884-9053 [email protected] Stephanie Ameriprise Financial 394 Lake Ave S, Ste 505 Duluth, MN 55802 218-722-4761 Fax: [email protected] CRPC Member Since January 2012 Ledson Mark A Lenander Wealth Enhancement Group CFP, CRPC 674 Eben Court Stillwater, MN 55082 612-412-6850 Fax: 763-417-1431 [email protected] Member Since October 1998 Lee Nationwide Financial 13980 Granada Court Apple Valley, MN 55124 651-335-6924 [email protected] Annuities Life Insurance Wealth Transfer Lee Ameriprise Financial Services 4900 Place wy 169 N New Hope, MN 55428 763-657-2404 [email protected] Life Insurance Stephen Member Since March 2016 S LeAnn Lenander Financial Advisory, Inc. CFP 8009 - 34th Avenue South, Suite 825 Bloomington, MN 55425 651-365-5000 Fax: 651-994-2580 [email protected] General Financial Planning 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 [email protected] CFP Fax: 763-657-2406 Paul J Richard Fax: Member Since April 2015 Levin North Star Resource Group CLU/ChFC 2701 University Avenue SE Minneapolis, MN 55414 612-617-6121 Fax: 612-617-6003 [email protected] Retirement Planning Member Since Asset Allocation General Financial Planning 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 Minneapolis, MN 55402 612-843-5001 Fax: 612-671-5108 [email protected] ChFC Thomas A Ross Accredited Investors Inc CFP 5200 West 73rd Street Edina, MN 55439 952-841-2222 Fax: 952-841-2223 [email protected] Asset Management Member Since FInancial Planning for Business Owners Stock Options September 1982 Minnesota Chapter Page 34 MEMBERSHIP DIRECTORY - Minnesota Lewis Michael Lipinski Transamerica Retirement Management 408 St. Peter Street, Ste 230 St Paul, MN 55102 651-286-4735 Fax: [email protected] Jeremy Lifelong Wealth Inc. CFP 701 4th Avenue South, Suite 1700 Minneapolis, MN 55415-1818 612-349-6400 Fax: 612-339-5344 [email protected] Member Since December 2015 Liang CTB Financial Services, Ltd. 5811 South Cedar Lake Rd St Louis Park, MN 55416 952-546-5456 [email protected] Jonathan Member Since June 2010 Little Josh Fax: Fax: [email protected] Member Since March 2006 Libbe Katie Member Since December 2015 Locke Allianz Life Insurance Company 5701 Golden Hills Minneapolis, MN 55416 763-765-2834 Fax: 763-765-2834 [email protected] Edward Jones 1665 West County Rd C Roseville, MN 55113 651-636-4348 [email protected] 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 [email protected] Asset Management Investment Planning Retirement Planning Lindberg Lindberg & Associates 11671 Fountains Dr Suite 215 Maple Grove, MN 55369 763-488-9528 [email protected] 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 Minneapolis, MN 55426 952-225-0310 Fax: 952-525-8538 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 1998 Loveland Member Since March 2003 Kathleen Flourish Wealth Management CFP, CAP 3300 Edinborough Way, Suite 420 Edina, MN 55435 952-392-4474 Fax: 952-841-2223 [email protected] Charitable Giving Estate Planning General Financial Planning Loomis CFP Moquist Thorvilson Kaufmann Kennedy & Pieper CFP, CPA 7650 Edinborough Way, #225 Edina, MN 55435 952-842-9689 Fax: 612-373-9010 [email protected] 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: [email protected] Aaron Lindell Member Since November 2011 Lodahl Member Since October 2015 Charles Schwab & Co 130 Lake Street W Wayzata, MN 55391 612-229-2955 [email protected] 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 Minneapolis, MN 55431-1106 952-746-1106 Fax: 952-893-0133 [email protected] Fiduciary Matters Member Since Comprehensive Financial Planning Investment and Asset Management November 1983 Minnesota Chapter Page 35 MEMBERSHIP DIRECTORY - Minnesota Lucey Joseph Lyders Secured Retirements Advisors, LLC CFP 5775 Wayzata Blvd., #830 St Louis Park, MN 55416 952-460-3260 Fax: 952-460-3261 [email protected] Member Since September 2007 Ludwig Ludwig Financial Group 110 Bank Street SE, Suite 602 Minneapolis, MN 55414 612-379-7773 [email protected] Peter J Ameriprise Financial Services 1208 W. 22nd St. Minneapolis, MN 55405 952-841-6500 [email protected] Retirement Planning Disability Insurance Life Insurance Randi Fax: 952-841-6535 Member Since June 1994 Lynn Jonathan Stonebridge Capital Advisors 2550 University Ave. W, Suite 180S St Paul, MN 55114 651-251-3633 Fax: [email protected] CFP Fax: 612-379-7781 Member Since August 1992 Luing Thomas Capital Management Securities, Inc. CFP 7900 Xerxes Ave So, 500 Wells Fargo Plaza Bloomington, MN 55431 952-746-1111 Fax: 952-893-0133 [email protected] Fin'l Planning for Executives Comprehensive Financial Planning Investment Planning Lund James NorthRock Partners CFP/MBA 650 Third Ave South, Suite 1500 Minneapolis, MN 55402 612-367-8800 Fax: 612-367-8886 [email protected] Business Owners Executives Comprehensive Financial Planning Lund Ameriprise Financial Services 4840 Clearwater Circle Savage, MN 55378 612-678-4650 [email protected] Jerry A Member Since January 2011 MacDonald Member Since April 2000 B Brian JRA Financial Advisors 7373 Kirkwood Court #300 Minneapolis, MN 55369 763-315-8000 [email protected] Melissa Fax: 612-315-8040 Member Since April 1999 Madsen Anton NewLeaf Financial Guidance LLC 16401 Cantebury Dr. Minnetonka, MN 55345 (651) 402-7146 Fax: [email protected] Fax: 612-671-7432 CFP Member Since March 2006 Art Member Since February 2016 Maggard Lake Country Financial Planning 4737 County Road 101, #215 Minnetonka, MN 55345 612-250-9635 Fax: [email protected] Ameriprise Financial 2164 Sycamore Trail Woodbury, MN 55125 612-678-5834 [email protected] 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 Burnsville, MN 55337 952-852-5363 Fax: 952-872-265 [email protected] NorthRock Partners 650 3rd Avenue S, #1500 Minneapolis, MN 55402 612-367-8831 [email protected] Member Since November 2015 June 1, 2016 R CRPS, CRPC Member Since March 1993 M C Ameriprise Financial Services, Inc. MBA, CPCU, CFP, ChFC 3800 American Blvd W, Northland Plaza, #1050 Bloomington, MN 55431 952-893-7966 Fax: 952-893-7967 [email protected] Comprehensive Financial Planning Member Since Investments Retirement Planning March 2004 Machlitt CFP Lundgren L CFP Minnesota Chapter Jed Fax: Member Since May 2016 Page 36 MEMBERSHIP DIRECTORY - Minnesota Maier Kate Martin Wealth Enhancement Group CFP 505 N. Hwy 169, Suite #900 Plymouth, MN 55441 763-417-1678 Fax: 763-417-1679 [email protected] Michele Lurie Wealth Advisors, LLC 2501 Wayzata Blvd Minneapolis, MN 55405 612-381-8750 Fax: [email protected] Member Since January 2014 Malik-Das Nitya Member Since May 2016 Martinek JNBA Financial Advisors 8500 Normandale Lake Blvd, Suite 450 Bloomington, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Benjamin Thrivent Financial 600 S 2nd Street, Ste 155 Bismarck, ND 58504 Fax: [email protected] Member Since January 2014 Manchester Jonathan Nelson Capital Mgmt / Wells Fargo 90 S 7th St Minneapolis, MN 55402 612-667-8630 Fax: [email protected] Mastel CFP, CFA Member Since August 2007 Mans AKM Advisory, LLC 5200 Willson Road, Suite 150 Edina, MN 55424 612-360-4463 [email protected] Adam Fax: Member Since May 2012 Noah Wipfli Hewins Investment Advisors 7601 France Avenue South, #400 Edina, MN 55435 952-548-3328 Fax: [email protected] B PCG Agencies, Inc. 119 14th Street NW, #300 St Paul, MN 55112 651-605-2747 [email protected] Insurance Risk Management Real Estate Mauer-Tonn Accredited Investors 176 Windsor Ct New Brighton, MN 55112 612-747-8064 [email protected] , 651-900-0812 [email protected] 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 Minneapolis, MN 55415 612-347-8600 [email protected] CFP Fax: J AdvisorNet Financial CFP, CRC 701 Fourth Avenue S, Ste 1500 Minneapolis, MN 55415 612-347-8622 Fax: 612-313-7504 [email protected] Retirement Planning Member Since Asset Management General Financial Planning 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: [email protected] Asset Management Estate Planning Retirement Planning CFP Member Since July 2015 Marquez Emmy Prudential CMFC, CLTC 600 S Hwy. 169 #1000 St Louis Park, MN 55426 952-544-9533 x7115 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Matheson CFP Marell Member Since July 2013 Minnesota Chapter Jason CFP Fax: Member Since January 2012 Page 37 MEMBERSHIP DIRECTORY - Minnesota Mayrand Alex MRK Financial Solutions CFP 3020 Harbor Lane N Plymouth, MN 55447 763-541-8400 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management 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 Minneapolis, MN 55402 612-376-4643 Fax: 612-376-4600 [email protected] Business Planning Member Since Comprehensive Financial Planning Investment and Asset Management September 2000 McCoy Donald Heley, Duncan & Melander, PLLP 8500 Normandale Lake Blvd, Ste 2110 Minneapolis, MN 55437 952-841-0206 Fax: [email protected] L Sean Member Since August 2006 Meath Meath Financial Group 701 Fourth Ave S, Suite 1500 Minneapolis, MN 55415 612-347-8637 [email protected] JD/CMFC Eagan, MN 952-835-9000 Fax: 952-835-4702 [email protected] General Financial Planning Robert Elizabeth Member Since April 1997 Meilahn Minnesota Philanthropy Partners 101 Fifth St E, #2400 St Paul, MN 55101 651-325-4297 Fax: [email protected] Joni US Bancorp Investments 60 Livingston Avenue, EP-MN-WS4M St Paul, MN 55107 651-466-6330 Fax: [email protected] Paul Counsel Financial Planning, Inc. RFP/CFP 6 Pine Tree Drive, Suite 100 New Brighton, MN 55112 651-639-8707 Fax: 651-639-8807 [email protected] Asset Management Qualified Plans Retirement/Estate Planning McDonough S Member Since May 1983 Meints Pathway Financial Advisors 7760 France Ave S, #1163 Edina, MN 55435 952-593-9945 [email protected] 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: [email protected] Seth Affiance Financial 600 Highway 169 South, #1950 St Louis Park, MN 55426 952-253-2584 Fax: [email protected] 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 [email protected] Cash Management and Budgeting Member Since Investment and Asset Management 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 [email protected] Fidelity Investments 11450 Wayzata Blvd. Minnetonka, MN 55305 952-252-3880 x75203f [email protected] ... 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 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Melander Jon J Metzger Boulay Financial Advisors, LLC AIF, CFP, CIMC, CIMA 7500 Flying Cloud Drive, Suite 800 Minneapolis, MN 55344 952-847-4802 Fax: 952-516-7230 [email protected] Asset Management Member Since Asset Allocation General Financial Planning February 2001 Melby Ameriprise Financial Services 3900 North Woods Drive #150 Arden Hills, MN 55112 651-765-7035 [email protected] 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 8325 Wayzata Blvd, #100 Golden Valley, MN 55426 763-543-5150 Fax: 763-525-0372 [email protected] J Brittany Meyer Financial Dimensions Group, Inc. CFP 11272 86th Avenue N, Suite B Maple Grove, MN 55369 763-416-8222 Fax: 763-416-8239 [email protected] Meristem 601 Carlson Pkwy, Ste 800 Hopkins, MN 55305 952-405-7959 [email protected] Brent CFP Fax: Member Since January 2014 Menzel Thomas L Mergens Gregory Grant Fure Financial 8500 Normandale Lake Blvd, #950 Bloomington, MN 55437 952-944-8250 Fax: [email protected] Fax: [email protected] Member Since April 2015 Kristi Jon BGM TruNorth Wealth Partners CFP 4470 W. 78th Streete Circle, #200 Bloomington, MN 55435 952-844-2513 Fax: 952-844-2525 [email protected] Investment Planning Retirement Planning Estate Management Meyers BCU Investment Advisors CFP Target Credit Union, 1000 Nicollet Mall Dr Minneapolis, MN 55403 320-237-3811 Fax: [email protected] 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 Bloomington, MN 55431 952-893-5565 Fax: 952-893-5560 [email protected] Estate Planning Member Since Retirement Planning Investment Planning September 1984 Keith Meyers, Inc 319 Main Street West Cannon Falls, MN 55009 507-263-4830 [email protected] Mertz Wealth Strategies, Inc. 8100 Penn Ave S, Suite 175 Bloomington, MN 55431 952-831-5660 [email protected] 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 St Louis Park, MN 55426 952-591-0113 Fax: 952-591-0104 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Insurance November 2003 Telos Consulting 7 Ridge Road North Oaks, MN 55127 651-481-0508 [email protected] Estate Planning Retirement Planning Tax Planning Minnesota Chapter Ramona M CFP Fax: 651-481-0561 Member Since February 1993 Page 39 MEMBERSHIP DIRECTORY - Minnesota Michaletz Discipline Advisors, Inc 150 St Andrews Court #210 Mankato, MN 56001 507-382-7466 [email protected] 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 [email protected] 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 [email protected] 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. Minneapolis, MN 55447 763-201-1390 Fax: 763-201-1305 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Member Since July 2013 Minsker The Planning Center, Inc. 7084 E Fish Lake Rd Maple Grove, MN 55311 763-494-0095 Fax: [email protected] Miller M H Lee Minton Financial Services CFP 601 S. Farwell Street, Ste B Eau Claire, WI 54701 715-832-9717 Fax: 715-834-5534 [email protected] Financial Planning for Executives 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 [email protected] Jason CFP Fax: 763-862-4903 Member Since June 2013 Richard R. Member Since April 2002 Miller University of Minnesota Duluth 826 E 6th St Duluth, MN 55805 612-963-1391 [email protected] 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: [email protected] Tara Lutheran Church Extension Fund 9381 Kiowa Trail Chanhassen, MN 55317 952-484-8672 Fax: [email protected] Member Since September 2014 June 1, 2016 C. Buzz Creative Financial Advisers, Inc CFP 7900 Xerxes Avenue South, #500 Minneapolis, MN 55431 952-884-9311 Fax: 952-893-0133 [email protected] General Financial Planning Tax Planning Divorce Mediation Planning Moksnes Fax: Member Since August 1989 Barbara Union Bank and Trust 312 Central Avenue SE, Suite 508 Minneapolis, MN 55414 612-436-1445 Fax: [email protected] North Oaks Financial Services, Inc. CFP, MSFS 4 Bent Tree Lane North Oaks, MN 55127 651-998-9822 Fax: 651-230-3516 [email protected] Miller M Wipfli Hewins Investment Advisors LLC CFP 7601 Frnce Ave. S, #400 Edina, MN 55435 952-548-3348 Fax: 952-548-3500 [email protected] Minnesota Chapter Pamela Member Since October 1982 K CFP Member Since April 2001 Page 40 MEMBERSHIP DIRECTORY - Minnesota Moleski Eric Gen Financial Management Inc CFP 10800 Old County Road 15 Plymouth, MN 55441 952-513-1466 Fax: 952-513-1464 [email protected] Asset Management Estate Planning Qualified Plans Mongeon Thrivent Financial for Lutherans 7760 France Avenue S., Suite 710 Edina, MN 55435 952-475-9700 Fax: [email protected] 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 [email protected] Kristen Pitzl Financial 3900 Northwoods Drive, Ste #240 Arden Hills, MN 55112 651-287-3712 Fax: [email protected] Kyle Member Since May 2008 Murphy Arete Weath Strategies 1909 River Terrace Minneapolis, MN 55414 612-584-0682 [email protected] 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 [email protected] Donna A Member Since May 1996 J CFP Fax: 715-852-1101 Member Since August 2001 Murray Capstone Advisory Group 7650 Edinborough Way, Suite 770 Edina, MN 55435 952-562-2444 Fax: [email protected] Fiduciary Counselling, Inc. 30 East Seventh Street, #2000 St Paul, MN 55101 651-215-4424 [email protected] Member Since July 2011 June 1, 2016 Michael Ameriprise Financial Services CFP 3900 Northwoods Drive #150 Arden Hills, MN 55112 651-765-7041 Fax: 651-494-9768 [email protected] Retirement Planning Investment Planning General Financial Planning Murr Bill Moran Consulting CFP/CPA 400 Groveland Ave, #1607 Minneapolis, MN 55403 612-671-1326 Fax: 612-671-4749 [email protected] 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 [email protected] M Fax: 763-231-7890 Member Since June 2014 Moore D JNBA Financial Advisors, Inc. CFP 8500 Normandale Lake Blvd #450 Minneapolis, MN 55437 952-921-8998 Fax: 952-844-0996 [email protected] Investment Planning Member Since Retirement Planning General Financial Planning December 2003 Mueller Cornerstone Wealth Advisors CFP 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900 Fax: [email protected] L CFP/CFS/REG PRIN Moyneur CFP Member Since November 2014 Moore JRA Financial Advisors 7373 Kirkwood Court #300 Minneapolis, MN 55369 763-315-8000 [email protected] Investment Planning Asset Allocation Estate Planning Minnesota Chapter Luke J CFP Fax: Member Since October 2008 Page 41 MEMBERSHIP DIRECTORY - Minnesota Myers Arlene A Nelson Thrivent Financial for Lutherans CFP, CASL, LUTCF, FIC 8750 90th St S #204 Cottage Grove, MN 55016 651-458-5392 Fax: 651-459-7370 [email protected] Pre-Retiree & Retiree Member Since Long Term Care Ins. Pension Distributions December 2003 Myers Daniel Thrivent Financial for Lutherans 8750 90th Street South, #204 Cottage Grove, MN 55016 651-458-5392 Fax: [email protected] Joseph Nelson Stewardship Investments, LLC 24414 Daniel Lake Drive Bagley, MN 56621 218-785-2962 [email protected] CFP Joseph CFP Fax: Member Since August 2011 Myrum Jeremy Wealth Enhancement Group 505 N. Hwy 169, Ste #900 Plymouth, MN 55441 763-417-1636 Fax: [email protected] Member Since January 2015 Nahlovsky ActiFi, Inc 3030 Harbor Lane, #2161 Plymouth, MN 55447 763-550-0111 [email protected] Member Since August 2013 Nelson CFP Mark Focus Financial Network 1000 Shelard Parkway, Suite 300 Minneapolis, MN 55426 952-225-0343 Fax: [email protected] Retirement Planning Asset Management General Financial Planning 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 [email protected] Michael Member Since March 2014 Marc Ameriprise Financial CFP 2040 Ridge Dr. #14 St Louis Park, MN 55416 612-671-6380 Fax: 612-671-4768 [email protected] Comprehensive Financial Planning Retirement Planning Nelson Lawing Financial 1905 Wayzata Blvd, Suite 230 Wayzata, MN 55391 952-767-3021 [email protected] Clint Member Since February 2012 Nelson Fax: Nall Robert Ameriprise Financial Services ChFC 3600 Minnesota Drive #550 Edina, MN 55435 952-841-8102 Fax: 952-841-8155 [email protected] Investment Planning Retirement Planning Employee Benefits Planning Nelson AJW Financial 11258 Cedar Pointe Drive South Minnetonka, MN 55305 952-405-2000 Fax: [email protected] N D Member Since April 1997 Scott CFA, CFP Member Since May 1999 Member Since June 2009 Nelson Stacey M Birchwood Financial Partners 3300 Edinborough Way, Ste 610 Edina, MN 55435 952-767-1214 Fax: [email protected] Fax: Member Since January 2013 June 1, 2016 D CFP MyDisabilityPlans, LLC 6465 Wayzata Boulevard, Suite 920 Minneapolis, MN 55426 952-224-5400 x206 Fax: [email protected] Fax: Nakashima P Advanced Retirement Resources CFP 701 Fourth Avenue South, Suite 1500 Minneapolis, MN 55415 612-347-8630 Fax: 612-313-7527 [email protected] Retirement Planning Member Since Tax Planning Asset Management December 2002 Minnesota Chapter Member Since September 2013 Page 42 MEMBERSHIP DIRECTORY - Minnesota Nesser Lisa Cambridge Investment Research CFP 300 14th Avenue NE Minneapolis, MN 55413 651-639-0786 Fax: 763-788-4959 [email protected] Comprehensive Financial Planning Investment and Asset Management 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 [email protected] Long Term Care Insurance C Thrivent Financial for Lutherans CFP 430 West Main Marshall, MN 56258 507-532-2559 Fax: 507-537-9629 [email protected] Comprehensive Financial Planning Elder and Long-Term Care Planning Insurance Member Since March 2007 Troy A Boulevard Wealth Management, Inc. CFP, CFA 11995 Singletree Ln, Ste #240 Eden Prairie, MN 55344 877-664-2583 Fax: 877-670-2583 [email protected] Member Since April 2002 Nickolay 901 2nd St NE #310 Minneapolis, MN 55413 612-900-7384 [email protected] Laura Nordmeier Fax: Member Since May 2016 Nies Stonebridge Capital Advisors 220 Park Ave S St Cloud, MN 56302 320-258-3533 [email protected] Retirement Planning Asset Management Estate Planning Royce N David Fax: 320-258-3513 Member Since June 1982 Kathryn Member Since January 2006 Dean Ameriprise Financial Services CFP 10000 Minnetonka Boulevard Minnetonka, MN 55305 952-563-1220 Fax: 952-563-1213 [email protected] Financial Planning for Business Owners General Financial Planning Retirement Planning Northouse Access Financial Services, Inc. CFP 1650 West 82nd Street, Suite 850 Minneapolis, MN 55431-1460 952-885-2719 Fax: 952-885-0995 [email protected] A Midwest Wealth Advisors CFS, CFP 21025 Commerce Blvd, Suite 700 Rogers, MN 55374 763-428-0066 Fax: 763-428-0072 [email protected] Retirement Planning Investment and Asset Management Insurance Norine CFP Noel Member Since March 2003 Member Since October 1998 Katherine 535 Boulder Drive, Apt 409 Duluth, MN 55811 Fax: [email protected] Member Since April 2010 Nohner The Nohner-Black Group 1300 Godward St NE, #1550 Minneapolis, MN 55413 612-353-5021 [email protected] Ian A Member Since October 2015 Norton Brad Fax: Member Since July 2015 Nohner-Black Investors Financial Group 1300 Godward St., Ste 1550 Minneapolis, MN 55413 612-671-4263 [email protected] Ardis L Member Since November 2008 Notermann Morgan Stanley 8300 Norman Ctr Drive, #1150 Bloomington, MN 55347 Fax: 612-671-9662 Paul J. CHFC, CLU, CFP Fax: 952-395-0628 [email protected] Member Since June 2003 June 1, 2016 W Transamerica Retirement Management 408 St. Peter Street, #230 St Paul, MN 55102 651-286-4744 Fax: 800-503-8884 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Novisky Philip J. O'Keefe Affiance Financial CFP 600 Hwy 169 South, Suite 1950 St Louis Park, MN 55426 952-253-2575 Fax: 952-435-5829 [email protected] 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 [email protected] Cash Management and Budgeting Comprehensive Financial Planning Tax Preparation Oeth O'Fallon Integrated Financial Services PO Box 1021 Willmar, MN 56201 320-214-7837 [email protected] 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: [email protected] CFP, ChFC, MSFS Member Since October 2001 Robert G Member Since November 2014 Olivanti Ameriprise Financial 414 1st Street S. Virginia, MN 55792 218-741-2804 [email protected] CFP/ChFC/CLU/LUTCF/CFS Fax: 320-235-7997 Cheryl Sean The Advocate Group 601 Carlson Parkway Minnetonka, MN 55305 952-693-2630 Fax: [email protected] Patrick Member Since June 2007 Olsen Keystone Wealth Advisors Inc. 33 South 6th St, Suite 4100 Minneapolis, MN 55402 612-465-8119 [email protected] CFP Berthel Cahill Financial Advisors 7300 Metro Blvd. Suite 625 Edina, MN 55439 952-926-1659 [email protected] 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: [email protected] 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: [email protected] Wipfli Hewins Investment Advisors 7601 France Ave South, Suite 400 Edina, MN 55435 952-548-3321 Fax: [email protected] 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: [email protected] Scott Cahill Financial Advisors, Inc. 7300 Metro Blvd., Suite 625 Edina, MN 55439 952-926-1659 Fax: [email protected] Comprehensive Financial Planning Asset Management Life Insurance John Focus Financial CFP 1000 Shelard Parkway. Suite 300 Minneapolis, MN 55426 952-225-0315 Fax: 952-525-8538 [email protected] Comprehensive Financial Planning Retirement Income Planning Asset Management Minnesota Chapter Megan CFP Member Since November 2011 Page 44 MEMBERSHIP DIRECTORY - Minnesota Olson Pedersen Kelly Caissa Wealth Strategies 7825 Washington Avenue S., Suite 625 Bloomington, MN 55439 952-777-2273 Fax: [email protected] Asset Allocation Comprehensive Financial Planning Investment Planning Olsonoski S Pagel Ostrem Member Since March 2006 Park P Minnesota State University 150 Morris Hall Mankato, MN 56001 507-389-2712 [email protected] Kwang Woo CFP Fax: 507-389-6377 Member Since September 2006 Parnell Paul FPS Financial Inc 919 Old Highway 8 NW New Brighton, MN 55112 651-633-2689 [email protected] Qualified Plans/403(b) Asset Allocation Annuities Member Since March 2004 O Member Since May 2010 Parrington Christopher Foley & Mansfield 250 Marquette Ave, #1200 Minneapolis, MN 55401 CFP Fax: [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2000 Patridge JP Advisors, LLC 100 BridgePoint Dr, #120 South St Paul, MN 55075 651-455-4621 Fax: [email protected] Mark I Ameriprise Financial CFP 1795 Ameriprise Financial Center, H23/1795 Minneapolis, MN 55474 612-671-0589 Fax: 612-678-5470 [email protected] Member Since June 2011 June 1, 2016 L Parnell & Associates 683 Bielenberg Drive, Suite 206 Woodbury, MN 55125 651-730-2473x108 Fax: 651-730-5432 [email protected] Member Since August 2004 Ovshak A. CFP, CPA Member Since January 2008 CFP Linda Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-7819 Fax: [email protected] Diane Park Place Wealth Management, LLC 1524 155th Ln NW Andover, MN 55304 763-229-7051 Fax: [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2006 Private Client Reserve/US Bank 1316 Berwick Lane Mahtomedi, MN 55115 612-303-3232 Fax: [email protected] 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 [email protected] Retired Focus Financial Network, Inc. 1000 Shelard Pkwy, Suite 300 Minneapolis, MN 55426 952-225-0348 Fax: 952-525-8538 [email protected] Funding Education Retirement Planning Tax Planning Oslund Douglas CFP / CDFA Minnesota Chapter Member Since February 1985 Page 45 MEMBERSHIP DIRECTORY - Minnesota 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 [email protected] Qualified Plans Member Since Retirement Planning Tax Planning September 1985 Pechacek Laura CliftonLarsonAllen Wealth Advisors 220 South Sixth St, #300 Minneapolis, MN 55402 608-354-1878 Fax: [email protected] Darin The Mutual Fund Store 1960 Donegal Drive, #40 Woodbury, MN 55125 763-494-8889 Fax: [email protected] Member Since August 2010 Piller Piller Financial Group 301 Carlson Parkway Ste 300 Minneapolis, MN 55305 952-258-5157 [email protected] 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 [email protected] John Member Since April 2003 Peichel MRK Financial Solutions Inc 3020 Harbor Lane N Plymouth, MN 55447 763-541-8400 [email protected] Wendy Member Since October 2015 P.O. Box 6928 Minneapolis, MN 55406 612-865-5781 [email protected] Brenda Member Since July 2011 Dave Jason PCG Agencies, Inc. 119 14th Street NW, #300 St Paul, MN 55112 651-605-2706 [email protected] 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: [email protected] Member Since December 2014 Pickler D Ameriprise Financial Services CFP, CRPC, AAMS 3601 Minnesota Dr, Suite 905 Edina, MN 55435 952-841-7500 Fax: 952-841-8500 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning June 2006 Plant Marketplace Home Mortgage, LLC 7380 France Ave S, Ste 200 Edina, MN 55435 952-278-3447 Fax: [email protected] Joseph Pitzl Financial CFP 3900 Northwoods Drive, Ste #240 Arden Hills, MN 55112 651-287-3712 Fax: 651-287-3766 [email protected] Estate Planning Investment and Asset Management Life Planning Plank Fax: Petroske Member Since March 2006 Pitzl Fax: Peterson D. Ameriprise Financial CFP, ChFC, CLU 551 West 78th Street, #5, POB 820 Chanhassen, MN 55317 952-949-6630 Fax: 952-949-6632 [email protected] Dana Wells Fargo Advisors, LLC CFP 7525 Currell Blvd Woodbury, MN 55125 651-205-5005 Fax: 651-205-7108 [email protected] Retirement Planning Comprehensive Financial Planning Asset Allocation Minnesota Chapter Member Since June 2006 Page 46 MEMBERSHIP DIRECTORY - Minnesota Polley Bryan Primeau The Private Client Reserve of U.S. BankCFP, RFC, CFS 800 Nicollet Mall BC-MN-H16D Minneapolis, MN 55402 612-303-4255 Fax: [email protected] Bruce Member Since January 2010 Pomeroy Merchants Investments 102 E 3rd St Winona, MN 55987 612-554-5860 [email protected] Jamie Member Since October 2014 Prokop Accredited Investors 5200 W 73rd St Edina, MN 55439 952-841-2233 [email protected] 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: [email protected] 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 [email protected] Pratt W Greg Mainstay Investments 2806 - 116th Avenue NE Blaine, MN 55449 612-423-1689 Fax: [email protected] Mutual Funds Asset Management Prum Wells Fargo Advantage Funds 11283 49th Ave N Minneapolis, MN 55442 612-272-6419 [email protected] 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 [email protected] David A Member Since May 2008 Purkat Corey CFP, CPC, QPFC AIF 2510 Hamlet Ave N St Paul, MN 55128 763-442-2196 [email protected] Fax: 952-844-9969 Fax: Member Since September 2012 Prentiss Robert N MRK Financial Solutions 3020 Harbor Ln N Plymouth, MN 55447 763-541-8400 x103 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2000 Prescott Justin Trisha AdvisorNet Wealth Management 2315 26th Ave S #2 Minneapolis, MN 55406 612-347-7807 Fax: [email protected] Member Since October 2015 Quandt Fortune Financial 10261 Yellow Circle Drive Minneapolis, MN 55343 952-908-2505 [email protected] 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: [email protected] Minnesota Chapter James J CFP Fax: Member Since February 2016 Page 47 MEMBERSHIP DIRECTORY - Minnesota Rach Kelly Reid Ameriprise Financial 703 E 11th St Glencoe, MN 55336 Mindy Ameriprise Financial Services, Inc. CFP, CRPC 8325 Wayzata Blvd, Suite 100 Minneapolis, MN 55426 763-543-5142 Fax: 763-525-0372 [email protected] Fax: [email protected] 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 [email protected] 1228 Charles Ct Delano, MN 55812 Fax: [email protected] Philip Fax: Member Since October 2015 Ragborg Jennifer Rekow ACSIA Partners, LLC CFP 15408 Bryant Avenue S Burnsville, MN 55306 952-898-2750 Fax: 952-898-2750 [email protected] Member Since August 2005 Rashid Alfred Financial Organization Services Inc 701 - 4th Avenue South, Suite 1500 Minneapolis, MN 55415 Deceased Fax: Rasmussen J Member Since May 1984 Nicholas Fax: [email protected] Member Since May 2013 Ameriprise Financial Services 4616 Upton Ave S Minneapolis, MN 55410 952-857-1308 [email protected] Robert J Fax: 952-837-1133 Bob F Vector Wealth Management 43 Main St SE #236 Minneapolis, MN 55414 612-378-7560 ext. 20 [email protected] Mortgage Solutions Wealth Management Ameriprise Financial 7601 France Ave South, #600 Edina, MN 55435 952-857-1420 [email protected] Member Since December 2007 June 1, 2016 Ronald Michael J L Minnesota Chapter A CFP Fax: 612-379-4895 Member Since January 2002 Rice Transamerica Retirement Management 8575 Indahl Ave S Cottage Grove, MN 55016 651-286-4727 Fax: 888-247-2090 [email protected] 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 [email protected] Financial Planning for Business Owners Member Since Retirement Planning Tax Planning November 1995 Ricci CFP Member Since February 1995 Regenfuss Peter W BGM TruNorth CLU, ChFC, CFP 1099 Helmo Avenue North, Suite 230 Oakdale, MN 55128 651-735-5878 Fax: 651-735-5881 [email protected] General Financial Planning 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 [email protected] Investment and Asset Management Retirement Planning Comprehensive Financial Planning Rekstad CFP Investment and Asset Management Retirement Planning Comprehensive Financial 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 [email protected] Michelle Marquez, CIC, CPCU 651-605-2747 [email protected] Craig Johnson 651-605-2751 [email protected] Independent Agents • Home, Automobile, Boat, Recreational Vehicle, Umbrella MEMBERSHIP DIRECTORY - Minnesota Rich Jerry FCMM Benefits and Retirement 901 East 78th Street Minneapolis, MN 55420 952-853-8472 Fax: [email protected] Roberts Robin BrightPath Financial Corp. 11985 Technology Drive, Suite 100 Eden Prairie, MN 55344 612-867-5959 Fax: [email protected] CFP Member Since April 2014 Riddell-Dudra Nancy Ameriprise Financial 3975 Chippewa Circle Loretto, MN 55357 952-758-6363 Fax: [email protected] P Member Since August 2014 Robinson Jay Member Since December 1993 Rishovd, II Morgan Stanley 225 South 6th Street, Ste 5100 Minneapolis, MN 55402 612-340-6748 [email protected] Thomas A Member Since January 2006 Roeschlein Daniel Humphrey, Pawelk & Associates 180 2nd Ave SW Milaca, MN 56353 320-983-1331 Fax: [email protected] CFP Fax: Member Since January 2006 Ritter David Fax: [email protected] 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 [email protected] Funding Education Investment and Asset Management Retirement Planning Robbins Tempo Investment Advisors 4540 196th St W Farmington, MN 55024 952-300-8836 Fax: [email protected] 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 [email protected] Retirement Planning Financial Planning for Business Owners Employee Benefits Planning Rooney Wells Fargo 222 West Superior St. Duluth, MN 55802 218-723-2603 Fax: 218-723-2660 [email protected] Accredited Investors, Inc. 5200 West 73rd Street Edina, MN 55439 952-841-2222 [email protected] 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: [email protected] CFP Tammy Michael 360 Financial AIF 11100 Wayzata Blvd., Suite 560 Minnetonka, MN 55305 952-542-8900 Fax: 952-562-8962 [email protected] 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 Minneapolis, MN 55402 612-375-0607 Fax: 612-371-0801 [email protected] CFP Minnesota Chapter W Member Since October 1996 Megan CFP Fax: Member Since March 2011 Page 49 MEMBERSHIP DIRECTORY - Minnesota Rosandich Nicole PHH Home Loans CFP 7550 France Ave South, #340 Edina, MN 55435 612-723-2658 Fax: 888-411-0039 [email protected] Business Planning Marketing Mortgage Planning Rose Rose Chase Financial 7900 Xerxes Avenue S #910 Minneapolis, MN 55431 952-896-3400 [email protected] 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: [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning February 2006 Rovaina Bronfman E.L. Rothschild 225 S 6th St, #2300 Minneapolis, MN 55402 612-876-4842 [email protected] CMFC, CFP Fax: 612-896-3401 Tiffany CFP, ChFC Fax: Member Since December 2004 Rossi Joan Rossi Dubuque Breckenridge, LLC CFP 333 South 7th Street, Suite 3020 Minneapolis, MN 55402 612-870-7414 Fax: 612-870-1200 [email protected] Retirement Planning Wealth Management Financial Planning for Executives Rossi K Member Since June 2014 Ruce Philip Stone Arch Law Office PLLC 333 Washington Ave N, 300 Union Plaza Minneapolis, MN 55401 612-345-7496 Fax: [email protected] Member Since January 1985 Stephanie Member Since July 2015 Rudi JNBA Financial Advisors CFP 8500 Normandale Lake Blvd., Ste. 450 Minneapolis, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Parr Knight Wealth 80 South 8th Street, #3400 Minneapolis, MN 55402 612-340-4551 [email protected] John CRPC Fax: Member Since January 2000 Rossow Troy M Runck CFP 1391 Michelle Dr Eagan, MN 55123 612-904-8153 [email protected] 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: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Rushman CLU, ChFC Member Since November 2015 Rothberg Suzette 4508 Shady Beach Circle Independence, MN 55359 612-325-9897 Fax: [email protected] Financial Planning for Women Mutual Funds International Investing June 1, 2016 Member Since January 2015 Ryan Transamerica Retirement 408 St. Peter Street, Ste 230 St Paul, MN 55102 651-286-4767 [email protected] CFP Member Since July 2008 Paul USAdvisors Insurance Agency 15752 Venture Lane Eden Prairie, MN 55344 952-746-7680 Fax: [email protected] 9589 Baker Ct Inver Grove Heights, MN 55077 612-904-8153 Fax: [email protected] E. Member Since September 2001 Minnesota Chapter Lee CFP Fax: 888-247-2122 Member Since September 2014 Page 50 MEMBERSHIP DIRECTORY - Minnesota Rydell Ronald Rydell Financial CFP 8400 Normandale Lake Blvd., Suite 920 Bloomington, MN 55437 952-884-4141 Fax: 952-881-6440 [email protected] Sell-Side M&A Exit Strategies for Business Owners Sadelack Molinari Financial 7400 University Ave NE Fridley, MN 55432 612-805-9350 Fax: [email protected] 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 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Samaha Ahmed Timothy Encore Wealth Advisors CFP 715 Atlantic Avenue Morris, MN 56267 320-288-4084 Fax: [email protected] Cash Management and Budgeting Elder and Long-Term Care Planning Investment and Asset Management Schiavo Wells Fargo Advisors, LLC CFP, CRPC 90 S. 7th Street, 10th Floor Minneapolis, MN 55402 612-667-3851 Fax: 612-667-4727 [email protected] Salverda Member Since September 2011 Schaefer CFP P Trust Point 43 Main Street SE, Suite 214 Minneapolis, MN 55414 612-339-2343 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management 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 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Schroeder Member Since March 2001 Member Since October 2007 Larry Ameriprise Financial 122 North 3rd Street Marshall, MN 56258 507-532-2219 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Schmidt Joern, Samaha, Ryan and Associates - Ameripris CFP 555 Nicollet Mall #200 Minneapolis, MN 55402 612-746-5305 Fax: [email protected] M CFP, CLU, MBA Member Since September 1996 Member Since October 2014 Sager David BGM TruNorth Wealth Partners 4470 West 78th Street Circle, #200 Bloomington, MN 55435 952-844-2500 Fax: [email protected] Julieann USAdvisors Wealth Management CFP, AIF 15750 Venture Lane Eden Prairie, MN 55344 952-829-0000 x6166 Fax: 952-829-5555 [email protected] Qualified Plans Financial Planning for Executives Investment Planning Minnesota Chapter M Member Since March 1997 E Member Since May 1993 Page 51 MEMBERSHIP DIRECTORY - Minnesota Schubert John Ameriprise Financial Services CFP 8325 Wayzata Blvd., #100 Golden Valley, MN 55426 763-543-5170 Fax: 763-525-0372 [email protected] Retirement Planning General Financial Planning Investment Planning Schubert Ameriprise Financial Services 8325 Wayzata Blvd., #100 Golden Valley, MN 55426 763-543-5153 [email protected] 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 1905 Wayzata Blvd, Suite 230 Wayzata, MN 55391 952-767-3021 Fax: [email protected] Todd Richard Member Since September 2012 Kent D John Freedom Financial Partners CFP 605 Topaz Ln Hudson, WI 54016 651-797-3532 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Insurance Schwandt S. First Point Financial Group 6465 Wayzata Blvd, #350 St Louis Park, MN 55426 952-905-2244 [email protected] Joyce Member Since July 1993 A Fax: 952-905-2245 Member Since March 2003 Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 [email protected] 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 Minneapolis, MN 55415 612-436-3755 Fax: 612-313-7554 [email protected] Boulay Financial Services LLC 7500 Flying Cloud Drive, #800 Eden Prairie, MN 55344 952-841-3004 [email protected] Member Since December 1998 June 1, 2016 Kim SilverOak Wealth Management CPA/PFS/CFP 7650 Edinborough Way, Suite 250 Edina, MN 55435 952-896-5707 Fax: 952-896-5719 [email protected] Financial Planning for Business Owners Financial Planning for Executives 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 [email protected] Specialty Groups Member Since Post Retirement Planning Asset Management October 1996 Schwalbach Member Since July 1999 Schwichtenberg North Star Resource Group CFP, CFS 2701 University Ave SE Minneapolis, MN 55414 612-617-6030 Fax: [email protected] Schutte S Ameriprise Financial Services CFP 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-2404 Fax: 612-671-4749 [email protected] Member Since February 2008 Schultenover G Wells Fargo Private Client Services CFP 6th & Marquette, MAC: N9305-101 Minneapolis, MN 55479 612-316-2720 Fax: 612-667-7963 [email protected] CFP Schuenemann H North Star Resource Group CLU, ChFC, CRPC 2701 University Ave SE Minneapolis, MN 55414 612-817-8711 Fax: 952-837-0900 [email protected] 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. MEMBERSHIP DIRECTORY - Minnesota Segal Actifi, Inc. 3030 Harbor Lane N, #216 Plymouth, MN 55447 763-746-1261 [email protected] Spenser Seymour AIFA Fax: 763-746-1260 Member Since December 2008 Seidel James Robert W. Baird & Company 7650 Edinborough Way, Suite 300 Edina, MN 55435 952-857-5506 Fax: [email protected] R Laura TorchLight Advisors CFP 8400 Normandale Lake Blvd Ste 920 Bloomington, MN 55437 952-921-2450 Fax: 952-378-2811 [email protected] Cash Management and Budgeting Comprehensive Financial Planning Life Planning Shallman Tenielle Sessions Financial Group 8023 - 32nd Place North Crystal, MN 55427 763-494-0095 [email protected] 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: [email protected] Ryan Accredited Investors CFP 5200 W 73rd St Edina, MN 55439 952-841-2220 Fax: 952-841-2223 [email protected] Cash Management and Budgeting Comprehensive Financial Planning Investment and Asset Management Shavlik North Star Resource Group CFP, CFS 2701 University Avenue S.E. Minneapolis, MN 55414-3233 612-617-6028 Fax: 612-256-3028 [email protected] 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 [email protected] Tax Planning Retirement Planning Home Mortgage Services Gene Mark Wells Fargo Advisors, LLC CFP 848 Great Oaks Trail Eagan, MN 55123 612-316-4106 Fax: 612-316-1155 [email protected] Estate Planning Investment Management Consulting Retirement Planning Sexton CliftonLarsonAllen Wealth Advisors 220 South 6th Street, Suite 300 Minneapolis, MN 55402-1436 612-397-3136 Fax: [email protected] Vicki CFP Member Since July 2012 Shedlock Andrew R Foley & Mansfield 250 Marquette Avenue, Suite 1200 Minneapolis, MN 55401 612-216-0221 Fax: [email protected] Member Since May 1998 Samuel Member Since July 2014 Sheridan Sheridan Law Offices 4470 Erin Dr., Suite 101 Eagan, MN 55122 651-452-8705 [email protected] 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: [email protected] A Member Since April 2008 Fax: 952-473-3800 Shawn PhD M CFP/CPA Member Since March 2016 Severson M. Wealth Enhancement Group CFP 505 N. Hwy 169, Suite #900 Plymouth, MN 55441 763-417-1674 Fax: 763-417-1674 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Shimkus Jr. Frank S Snow Burns Brothers Financial Group, Inc. 9555 James Avenue S., #200 Bloomington, MN 55431 952-881-4533 Fax: [email protected] AM RP TP Financial Concepts, Inc. 9655 Schmidt Lake Road Plymouth, MN 55442 612-840-2093 [email protected] Peter CFP Fax: Member Since July 2007 Silbaugh D. Peter Ameriprise Financial Services CFP 10000 Minnetonka Blvd. Minnetonka, MN 55305 952-563-1225 Fax: 952-563-1213 [email protected] Retirement Planning General Financial Planning Investment Planning Simpson Focus Financial Network 1000 Shelard Parkway #300 Minneapolis, MN 55426 952-225-0345 [email protected] Retirement Planning Investment Management Estate Planning Somuri Sam 2091 Pinehurts Drive Chanhassen, MN 55317 303-663-4916 [email protected] 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 [email protected] 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 [email protected] General Financial Planning Retirement Planning Estate Planning Springborn Ameriprise Financial Services CFP 122 North 3rd Street P.O. Box 214 Marshall, MN 56258 507-532-2219 Fax: 507-532-0018 [email protected] Barry Ken L Council Wealth Management 7730 Laredo Drive Unit 995 Chanhassen, MN 55317 612-986-7145 [email protected] Roger Woodbury Financial Services 12287 - 24th Street No. Lake Elmo, MN 55042 A Fax: Clayton M CLU, CFP Fax: 651-773-5665 [email protected] Member Since April 2002 Staebler Member Since January 2016 June 1, 2016 Member Since May 2001 Member Since March 2007 St. George Wells Fargo Private Bank CFP 4208 Kemrich Circle Minnetonka, MN 55345 612-667-3488 Fax: 612-667-4727 [email protected] General Financial Planning Member Since Retirement Planning Investment Planning November 1998 Smith C Thrivent Financial for Lutherans CFP 18015 Ulysses Street NE, Suite 100 Ham Lake, MN 55304 763-754-2670 Fax: 763-754-2722 [email protected] Member Since March 2006 Smith S CFP Scott Skogrand Ameriprise Financial Services 122 North 3rd Street Marshall, MN 56258 507-532-2219 [email protected] Member Since June 2013 Jon Lincoln Financial Advisors CLU, LUTCF 610 3rd Ave SE Perham, MN 56573 218-346-2211 Fax: 218-346-2221 [email protected] Fin'l Planning for Business Owners Estate Planning & Life Insurance Comprehensive Financial Planning Minnesota Chapter R Member Since October 2006 Page 54 MEMBERSHIP DIRECTORY - Minnesota Stanley Bonnie A Stoerzinger Office Connection & Send Out Cards 3900 Main Street NE Minneapolis, MN 55421 763-781-1212 Fax: 763-226-2393 [email protected] Member Since August 1994 Stanzak Janet Financial Empowerment, LLC CFP 450 American Blvd. West Bloomington, MN 55420 952-646-0026 Fax: 952-893-0133 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Steffen Robert A Stolba Todd Mitchell Member Since August 1996 A W 14027 Ridge Point Court Savage, MN 55378 952-233-2151 [email protected] Reid Fax: Member Since February 2011 Strand RBC Wealth Management 400 Robert St N Ste 1400 Saint Paul, MN 55101 952-838-8189 [email protected] Cynthia Matt Stein Paul T Fax: Stiles Susan Fidelity Investments 11450 Wayzata Blvd Minnetonka, MN 55305 952-252-3880 [email protected] James CFP Fax: Member Since March 1999 C Member Since April 2013 Strauss M Cordis Financial 2701 University Ave. SE Minneapolis, MN 55414 612-617-6081 [email protected] 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 [email protected] Corporate Retirement Plans Member Since Comprehensive Financial Planning Investment Services March 2004 June 1, 2016 Member Since January 2004 Strate Advanced Retirement Resources, Inc. CFP 701 Fourth Avenue South, Suite 1500 Minneapolis, MN 55415 612-347-8630 Fax: 612-313-7527 [email protected] Retirement Planning Member Since Comprehensive Financial Planning Investment and Asset Management 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 [email protected] Tax Planning Business Planning Tax Preparation D Member Since March 2003 Stone Acumen Financial Group, Inc. CFP 8500 Normandale Lake Boulevard #510 Bloomington, MN 55437 952-897-5777 Fax: 952-897-5775 [email protected] Steidl Member Since August 2002 Rock Island Wealth Management 22051 Marie Ave Rogers, MN 55374 763-489-7378 Fax: [email protected] Robert Steffen & Associates CFP 9801 Dupont Avenue S #360 Bloomington, MN 55431 952-884-7700 Fax: 952-884-6791 [email protected] 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 [email protected] Retirement Planning Investment Planning General Financial Planning Alan M August Financial Consulting, LLC 3616 County Rd 101 S Wayzata, MN 55391 952-767-2073 Fax: [email protected] Minnesota Chapter Member Since October 2012 Page 55 MEMBERSHIP DIRECTORY - Minnesota Stroh Gregory A Swanson Capital Management Associates 7900 Xerxes Ave S #500 NW Fncl Ctr Minneapolis, MN 55431 952-893-1200 Fax: 952-893-0133 [email protected] Member Since December 1995 Strohmaier Sara Swanson 2904 Lyndale Avenue South, #400 Minneapolis, MN 55408 Fax: [email protected] Member Since September 2014 Stroot Scott Ameriprise Financial 13782 Bluestem Court, Suite 150 Baxter, MN 56425 218-829-4131 Fax: [email protected] Duane Bridge Investment Group CFP 1200 Hosford Street, Ste 104 Hudson, WI 54016 715-386-5588 Fax: 715-386-5599 [email protected] Comprehensive Financial Planning Elder and Long-Term Care Planning Life Planning D Maclay Ameriprise Financial CFP, CFS 3900 Northwoods Drive, #150 Arden Hills, MN 55112 651-765-7031 Fax: 651-494-9768 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Swanson J. Daniel Kathleen CFP 17963 Bearpath Trail Eden Prairie, MN 55347 Fax: [email protected] Molly Member Since March 2012 Swart Lori CFP CFP 13609 74th Pl N Maple Grove, MN 55311 952-404-5959 [email protected] Fax: Fax: Member Since June 2007 Sundell John R Member Since July 2013 Sydorenko Midamerican Financial Group ChFC, CLU 301 Carlson Parkway Suite 300 Minnetonka, MN 55305 952-258-5225 Fax: 952-258-5226 [email protected] Olga Financial Compass 7510 Market Place Drive, Ste 101 Eden Prairie, MN 55344 952-738-1888 Fax: [email protected] 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 [email protected] Logan Lifelong Wealth Advisors 701 4th Avenue South, #1700 Minneapolis, MN 55415 Fax: [email protected] 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 [email protected] M Tyler Swart Cambridge Investment Research, Inc. CFP 1776 Pleasant Plain Road Fairfield, IA 52556 800-777-6080 Fax: 641-472-6906 [email protected] Sullivan Member Since March 1994 CliftonLarsonAllen Wealth Advisors, LLC 220 South Sixth Street, #300 Minneapolis, MN 55402 612-376-4598 Fax: [email protected] 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: [email protected] | 502.882.1417 MEMBERSHIP DIRECTORY - Minnesota Tarara Tarara Asset Management 1435 Knollwood Lane Mendota Heights, MN 55118 651-306-1543 [email protected] Asset Management Retirement Planning Estate Planning Charles Thesing Fax: 651-306-1525 Member Since April 1983 Tartaro Ameriprise Financial 6600 Pleasant Ave S, Ste 101 Richfield, MN 55423 612-671-7754 [email protected] M CLU, ChFC Peter David Thomas Berger Financial Group 5924 Forest Blvd Trail Wyoming, MN 55092 651-600-1494 [email protected] CFP Fax: A Bridgeway Learning Systems CFP/CLU/ChFC 277 Coon Rapids Blvd., Suite 403 Coon Rapids, MN 55433 612-747-6447 Fax: 507-238-9993 [email protected] Life Insurance Business Succession Planning Charitable Giving Member Since April 2000 Christine Fax: Member Since February 2013 Tate Andrew M Thomas North Star Resource Group CFP 2701 University Ave SE Minneapolis, MN 55414 612-617-6000 x6049 Fax: 612-256-3049 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning November 2008 Tate Lawrence Member Since July 2007 Jeffrey W Wells Fargo 601 East Minnehaha Parkway Minneapolis, MN 55417 614-397-8916 [email protected] Seth Fax: 614-763-7959 Ameriprise Financial Services 3200 Main Street NW #110 Coon Rapids, MN 55448 763-421-6867 [email protected] Thomas G Member Since May 1995 Spectrum Financial Group 3800 American Blvd, Suite 200 Bloomington, MN 55431 952-449-4414 [email protected] 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 7650 Edinborough Way, Suite 250 Edina, MN 55435 952-896 -5704 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Thurin, Thurin and Associates 3601 West 76th Street, Suite 160 Edina, MN 55435 952-841-8123 Fax: [email protected] Fax: 763-421-7112 L CLU/ChFC Focus Financial Network Inc CFP 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-631-8166 x215 Fax: 651-631-1139 [email protected] 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 Minneapolis, MN 55425 952-941-7006 x14 Fax: 952-941-7064 [email protected] Life Insurance Member Since Estate Planning IRA Distribution Planning April 2002 Tenpenny Ameriprise Financial Services 1105 2nd Avenue N Great Falls, MT 59401 406-453-4169 [email protected] Thorfinnson North Star Resource Group 2701 University Ave. SE Minneapolis, MN 55414 612-617-6072 Fax: 612-256-3072 [email protected] Tegeler Member Since January 2015 Minnesota Chapter Member Since December 2006 Christopher CRPC, RFC Member Since January 2015 Page 57 MEMBERSHIP DIRECTORY - Minnesota 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 [email protected] Tax Planning Member Since July 1996 Torguson 6285 Zircon Lane N Maple Grove, MN 55311 763-493-3407 [email protected] Lisa Jane First Advisors CPA 80 S Eighth St, 900 IDS Center Minneapolis, MN 55402 612-349-5210 Fax: 612-371-2075 [email protected] Asset Management Financial Planning for Business Owners Qualified Plans Tufte Cherry Tree 301 Carlson Parkway Minnetonka, MN 55305 952-253-6006 [email protected] Fax: Kathleen Adam Smith Advisors 301 Carlson Parkway, Suite 103 Minnetonka, MN 55311 952-253-6016 Fax: [email protected] E Fax: Member Since Septembe 2010 Turkington Fair Trust Financial LLC 855 Village Center Drive #360 North Oaks, MN 55127 651-484-0701 [email protected] CFP Cynthia JNBA Financial Advisors 3108 Colfax Ave S, #1 Minneapolis, MN 55408 507-340-5743 [email protected] Lucas Fax: Member Since May 2015 Trebil 6009 Saxony Road Edina, MN 55436 612-599-8980 [email protected] Member Since September 2008 Turner Fax: Greg Andrew Riverbridge Partners, LLC CFP 80 South 8th Street, Ste 1200 Minneapolis, MN 55402 612-904-6226 Fax: 612-904-6276 [email protected] Asset Management Investment Planning General Financial Planning Tuschen Cody Member Since April 2011 Usem Marc Affiance Financial 600 Hwy 169, Ste 1750 St Louis Park, MN 55426 CFP Fax: Fax: [email protected] Member Since April 2016 Troendle Focus Financial 949 Whitewater Ave, #1 St Charles, MN 55972 507-932-0254 [email protected] Fredrick J Member Since October 2015 Utecht Affinity Plus Credit Union 175 W Lafayette Rd St Paul, MN 55107 651-312-9315 [email protected] CFP Fax: Member Since June 2008 June 1, 2016 Member Since March 2004 Chad Member Since March 2016 Accredited Investors 5200 West 73rd Street Edina, MN 55439 952-841-2217 [email protected] W Lincoln Financial Advisors CFP 7701 France Ave. S. Suite #100 Edina, MN 55435 952-352-9224 Fax: 952-933-7589 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Valento Timothy J VanDerwerker Royal Alliance & Associates CFP 2880 Middle St, #203 Little Canada, MN 55117 651-484-3122 Fax: 651-484-3144 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management 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: [email protected] Member Since October 2012 Velin CliftonLarsonAllen Wealth Advisors 4629 Ridgeview Ave Sheboygan, WI 53083 612-397-3292 Fax: [email protected] Michael The KNW Group CFP 2165 Woodlane Drive, Suite 100 Woodbury, MN 55125 651-287-6215 Fax: 651-730-9400 [email protected] Member Since July 2015 Van Hoever Fiduciary Counseling, Inc. 30 7th St E, #2000 St Paul, MN 55101 651-215-4409 [email protected] Elizabeth Member Since July 2013 Vix Andy Advanced Financial Consultants 2770 Commerce Drive NW Rochester, MN 55901 507-288-4248 Fax: [email protected] 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: [email protected] Member Since June 2015 Vancura Gen Financial 10800 Old County Rd 15 Plymouth, MN 55441 952-513-1466 [email protected] Bryan Member Since October 2012 Vlastuin Jordan Heritage Wealth Architects 730 Dayton Avenue St Paul, MN 55104 651-289-6444 Fax: [email protected] Fax: Member Since June 2015 Vandersall Ameriprise Financial Services 7601 France Ave S, #550 Edina, MN 55435 952-857-1246 [email protected] Retirement Planning Investment Planning Estate Planning Vanderschans Incredible Inc 601 Carlson Parkway #1235 Minnetonka, MN 55305 952-449-4444 [email protected] Mark E Member Since December 2012 Volin Ameriprise Financial Services 3710 S. West Ave Soiux Falls, SD 57105-6352 605-335-1693 [email protected] 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: [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Waalen Runestone Wealth 3433 Broadway St NE, #180 Minneapolis, MN 55413 612-253-5093 [email protected] Norris Wallschlaeger Scott Fax: Member Since September 2015 Wacek Benjamin L Jerry Wade Financial Group CFP/CFS 5500 Wayzata Boulevard #190 Minneapolis, MN 55416 763-797-9577 Fax: 612-545-7401 [email protected] Asset Management Estate Planning Retirement Planning Wadeson Member Since September 2006 Walsh Wacek Financial Planning, LLC CFP 4006 27th Ave. S. Minneapolis, MN 55406 651-639-8707 Fax: 952-854-6276 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning November 2006 Wade B John Walsh Financial 7900 International Drive #1035 Bloomington, MN 55425 952-925-4188 Fax: 952-925-4212 [email protected] Retirement Planning Financial Planning for Executives Mutual Funds Walsh Member Since April 2014 Walsh 105 Ninth Street SE Glydon, MN 56547 701-261-8148 Fax: [email protected] Thomas CFP, CPA Fax: 651-215-4493 Member Since January 2015 Bruce Wagner LoCorr Funds 405 Cottage Downs Hopkins, MN 55305 210-254-8317 [email protected] R Member Since June 2007 Walther Member Since July 1997 Wayne US Allianz Investor Services 5701 Golden Hills Minneapolis, MN 55416 763-765-7121 [email protected] Annuities Retirement Planning Investment Planning Ward Corey Fax: 763-765-7120 Member Since January 2001 Anne Member Since July 2002 Bell State Bank & Trust 15 Broadway N Fargo, ND 58102 701-451-3079 [email protected] 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 Minneapolis, MN 55415 612-230-3720 Fax: 612-230-3714 [email protected] 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 [email protected] Financial LifeLab Inc 7362 University Avenue NE, #202 Fridley, MN 55432 763-572-0700 Fax: 763-572-0799 [email protected] Comprehensive Financial Planning Investment and Asset Management Insurance V Marketplace Home Mortgage, LLC 7380 France Ave. S Suite 200 Minnetonka, MN 55435 952-847-3556 Fax: [email protected] Scott Wagner M Midwest Professional Planners, LTD. CFP 202 Third Ave. Proctor, MN 55810 218-628-3134 Fax: 218-628-3133 [email protected] Kathryn Wells Fargo Advisors CFP 6th & Marquette, 11th Flr, MAC N9305-111 Minneapolis, MN 55479 612-667-7686 Fax: [email protected] Cash Management and Budgeting Comprehensive Financial Planning Retirement Planning Minnesota Chapter Member Since July 2006 Page 60 MEMBERSHIP DIRECTORY - Minnesota Watkins John Kyle Focus Financial Network, Inc. CFP 14985 Glazier Avenue, #404 Apple Valley, MN 55124 952-953-4300 Fax: 952-953-4443 [email protected] General Financial Planning Asset Allocation Divorce Planning Wayt Pilot Financial Partners, Inc. 8011 34th Ave S, Ste 300 Bloomington, MN 55425 952-229-8899 [email protected] Weier PrairieView Partners 413 Wacouta St St.Paul, MN 55101 651-318-0434 [email protected] 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 Minneapolis, MN 55414 612-871-1413 Fax: 612-871-5634 [email protected] Financial Planning for Executives Retirement Planning Investment Planning Gail Marketplace Home Mortgage, LLC 7380 France Ave. S Suite 200 Minneapolis, MN 55435 952-544-0821 Fax: 952-417-0504 [email protected] 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 [email protected] Estate Planning Member Since Tax Planning Financial Planning for Business Owners 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 Bloomington, MN 55431 952-837-3200 [email protected] Investment Management Financial Planning Retirement Planning CFP Member Since October 1993 Andrew Webb Matt Karen 1552 Sargent Avenue St Paul, MN 55105 651-699-9146 [email protected] Wells Fargo Private Bank 800 Nicollet Mall, BC-MN-H16F Minneapolis, MN 55402-7020 612-303-3131 Fax: [email protected] Stephen E. Ann M Member Since March 2006 Nate John Wipfli Hewins Investment Advisors CFP, CPA, PFS, CIMA 7601 France Ave. S., Suite 400 Edina, MN 55435 952-548-3404 Fax: 952-548-3500 [email protected] Comprehensive Financial Planning Member Since Retirement Planning Investment and Asset Management June 2000 Weronke Raymond James Financial CFP 115 E Litchfield Ave Willmar, MN 56201 320-235-1416 Fax: 320-235-2671 [email protected] Jessica Marie Office Connection & SendOutCards 3900 Main Street N.E. Columbia Heights, MN 55421 763-781-1212 Fax: 763-781-1212 [email protected] 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 Minneapolis, MN 55414 612-617-6110 Fax: [email protected] 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 Minnetonka, MN 55345 952-937-5072 Fax: 952-937-5139 [email protected] Claudia A Minnesota Chapter Member Since July 2015 Page 61 MEMBERSHIP DIRECTORY - Minnesota Wesely Richard G Wilson Ameriprise Financial Services, Inc CFP 7601 France Avenue S, #600 Edina, MN 55435 952-857-1283 Fax: 952-837-0100 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning December 2001 West Kristine Member Since October 2007 Westin QA Investment Services 10225 Yellow Circle Dr, #101 Minnetonka, MN 55343 952-767-6301 [email protected] Dan Thomas Advanced Wealth Management Group CFP 701 4th Avenue South, Suite 1600 Minneapolis, MN 55415 612-347-8641 Fax: 612-313-7546 [email protected] IRA Qualified Distribution Planning Estate and Retirement Planning Investment Planning Winther Fax: P L Peter E 5904 Queen Ave S Minneapolis, MN 55410 612-920-2589 [email protected] 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 Golden Valley, MN 55427 763-231-7581 Fax: 952-908-9090 [email protected] Member Since September 2005 June 1, 2016 William Ameriprise Financial Services CFP 7701 France Avenue South, #475 Edina, MN 55435 952-841-8115 Fax: 952-841-8150 [email protected] Asset Allocation Asset Management Estate Planning Wolberg Fure Finanical Corporation 8500 Normandale Lake Blvd., Suite 950 Bloomington, MN 55437 952-944-8250 Fax: 952-944-8252 [email protected] Retirement Planning Member Since December 2003 Wixon Financial Services Corp CFP/MBA 6439 Sycamore Court N Maple Grove, MN 55369 763-543-1819 Fax: 763-543-1693 [email protected] Retirement Planning Investment and Asset Management Life Planning Woelfle CFP CPA, ChFC, CLU Director, Wealth Planning Tools Wixon Lifestage Wealth Management CFP 15010 Glazier Ave # 204 Apple Valley, MN 55124 952-431-5200 Fax: 952-431-5262 [email protected] Tax Planning Member Since Investment and Asset Management Retirement Planning November 1995 Wielinski W Scott Wells Fargo 625 Marquette Ave. S, MAC N9311-071 Minneapolis, MN 55402 612-667-8271 Fax: [email protected] Member Since July 2006 Jeffrey Member Since February 2007 Wisgerhof Abbot Downing CFP 90 South Seventh Street #1500, MAC N9305-530 Minneapolis, MN 55402 612-316-2714 Fax: 866-554-8702 [email protected] Wickmann Member Since July 1998 Damian Member Since May 2012 Carl A Birchwood Financial Partners CFP 3300 Edinborough Way, Suite 610 Edina, MN 55435 952-885-9088 x217 Fax: 952-887-2949 [email protected] CFP, ChFC, CASL Whaley R Member Since October 2009 Winkels Stonebridge Capital Advisors 2550 University Avenue W #180S St Paul, MN 55114 651-251-3630 Fax: 651-251-1010 [email protected] Paul Comprehensive Wealth Management CFP 7500 Hwy. 55, Suite 125 Golden Valley, MN 55427 952-405-6000 Fax: 952-405-6005 [email protected] 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 MEMBERSHIP DIRECTORY - Minnesota Wolfe Robert W. Baird 9808 Tyler Street N.E. Blaine, MN 55434 612-202-9939 [email protected] Jean Young Erik AdvisorNet Insurance 701 4th Ave S. Suite 1500 Minneapolis, MN 55415 CFP, CIMA, CPWA Fax: 612-376-4600 Fax: [email protected] Member Since September 2007 Wolff Amy J Young AJW Financial Inc. CFP, CDFA 3300 Edinborough Way, Suite 550 Edina, MN 55435 952-405-2000 Fax: 952-405-2001 [email protected] General Financial Planning Member Since Divorce Planning Long Term Health Care November 1996 Wright Jr Thomas Member Since June 2015 D Financial Strategies Group 1220 28th Ave N Fargo, ND 58102 701-234-0103 [email protected] Fax: Michelle Wayne Member Since April 2003 Integrity Financial Group 8181 Fish Lake Road Maple Grove, MN 55311 763-416-4244 [email protected] Christopher Fax: Joseph Integrity Financial Group Inc CFP 8181 East Fish Lake Road Maple Grove, MN 55311 763-416-4244 Fax: 763-416-4255 [email protected] Comprehensive Financial Planning Retirement Planning Fin'l Planning for Business Owners June 1, 2016 L Steven Mindful Asset Planning CFP/ChFC/CLU 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 Fax: 952-432-6705 [email protected] Business Planning Comprehensive Financial Planning Life Planning Zimmerman Member Since October 1998 Linda J Ameriprise Financial Services CFP 10000 Minnetonka Boulevard Minnetonka, MN 55305 952-563-1214 Fax: 952-563-1213 [email protected] General Financial Planning 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 Bloomington, MN 55437 952-884-3326 Fax: 952-884-3327 [email protected] Mai Greenwald Wealth Management 1660 S Hwy 100, Ste 270 St Louis Park, MN 55416 952-641-7868 Fax: [email protected] Member Since October 2002 Zack Financial Advisor CFP, CHFC 369 Milwaukee Rd Hudson, WI 54016 715-426-1800 Fax: [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Yang A Ameriprise Financial Services CFP 7601 France Avenue, Suite 550 Edina, MN 55435 952-857-1487 Fax: 952-837-1133 [email protected] Member Since June 1990 Wulf V CFP Member Since December 2014 Young Abbot Downing CFP 90 S 7th Street #5100 Minneapolis, MN 55402 612-667-1784 Fax: 612-667-8739 [email protected] Michael Susan D Member Since January 2000 G Mindful Asset Programs LMFT ChFC CLU 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 Fax: 952-432-6705 [email protected] Life Planning Member Since Comprehensive Financial Planning Investment and Asset Management November 1994 Minnesota Chapter Page 63 MEMBERSHIP DIRECTORY - Minnesota Zook Jeanine J CFP/CPA 4280 Galt Ocean Drive #7M Ft. Lauderdale, FL 33308 612-889-5479 [email protected] Fax: Member Since May 2002 June 1, 2016 Minnesota Chapter Page 64
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