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MEMBERSHIP DIRECTORY - Minnesota
MEMBERSHIP DIRECTORY Minnesota May 2015 THANK YOU to our 2015 Plat & Gold Partners! PLATINUM Jay Robinson 612-375-9525 jay.robinson@ schwab.com Kathie Bortnem • 877-867-7293 [email protected] Spencer Gerke • 503-726-2059 [email protected] Cassidy Burns • 612-904-6221 [email protected] Brandon Hillman • 612-373-7425 [email protected] Denny Bennett, CMPS 612-804-0488 denny@ dennybennett.com Paul Schuster • 612-396-6802 [email protected] Scott Howard • 651-294-8309 [email protected] Steve Benjamin • 612-359-2554 [email protected] Robert Kincade • 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] Nicole Rosandich • 612-723-2658 [email protected] Matt Murphy • 513-474-8777 [email protected] Chris Hastings • 612-599-8549 [email protected] Corey Winters • 866-306-7135 x3261 [email protected] Colin Capps • 507-587-3864 [email protected] Vidya Nathu • 415-778-2634 [email protected] Thank You to our Annual Partners! 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. Brandon Fries • 801-533-0777 [email protected] Yana Morgan • 402-391-1980 [email protected] As of May 1, 2015 MEMBERSHIP DIRECTORY - Minnesota Ackerman Stacey J Altman Wells Fargo Investment CFP, CTFA 406 Main Ave Fargo, ND 58126 701-293-4939 Fax: 701-293-4925 [email protected] Member Since April 2004 Acton Dale L Laurence Aman Fure Financial Corp CFP 8500 Normandale Lakes Blvd., Suite 950 Bloomington, MN 55437 952-944-8250 Fax: 952-944-8252 [email protected] J 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 Member Since October 2002 James N 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 August 2006 Adamek SBI Financial Services 8120 Penn Ave S, Suite 140 Bloomington, MN 55431 952-881-5755 [email protected] Brian Member Since May 2012 Amundson Bjorn Kaleo Advisor Group 2918 Upper 55th St Inver Grove Heights, MN 55076 651-389-1177 Fax: [email protected] CFP Fax: W CFP Member Since August 2010 Adkins Mark Merrill Lynch 8300 Norman Center Dr, #1250 Bloomington, MN 55437 952-820-1922 Fax: [email protected] Member Since July 2008 Amundson Bryan Wells Fargo Advisors 4128 Lavaque Rd Hermantown, MN 55811 218-726-9351 Fax: [email protected] CFP CTFA D CFP, CFA Member Since June 2014 Ahlgren Riverbridge Partners 1200 IDS Center, 80 S 8th St Minneapolis, MN 55402 651-208-5719 [email protected] Jason M Member Since May 2012 Andersen Kristi 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] CFP Fax: Member Since February 2014 Alf Clerestory Advisors, Inc 750 Main Street, Suite 215 St Paul, MN 55118 651-209-2610 [email protected] Retirement Divorce Investments Alleckson RSM McGladrey 310 S Broadway, Suite 300 Rochester, MN 55904 507-226-0483 [email protected] Thomas B Member Since December 2003 Anderson Fax: 651-209-0840 Member Since February 2004 Eric N. Member Since February 2013 Anderson St. Croix Advisors, LLC 401 Second St, #200 Hudson, WI 54016 651-337-1919 [email protected] CFP Fax: 507-226-0583 Member Since March 2006 May 1, 2015 Alexander CliftonLarsonAllen 220 S Sixth St, Suite 300 Minneapolis, MN 55402 612-376-4503 Fax: [email protected] CFP, CPA Minnesota Chapter Brett Fax: Member Since September 2011 Page 1 MEMBERSHIP DIRECTORY - Minnesota Anderson Casey Anderson, II CliftonLarsonAllen Wealth Advisors LLC CFP 220 South 6th Street, Suite 300 Minneapolis, MN 55402 612-376-4764 Fax: 612-376-4600 [email protected] Schad, Lindstrand & Schuth 1721 - 10th Street East Glencoe, MN 55336 320-864-6166 [email protected] Thomas Fax: 320-864-4005 Member Since September 2007 Anderson Corey Member Since January 2005 Andresen Secura Consultants, LLC 6465 Wayzata Boulevard, Suite 920 Minneapolis, MN 55426 952-224-5400 x204 Fax: 952-224-5409 [email protected] Nicholas CliftonLarsonAllen Wealth Advisors 220 S Sixth St, Suite 300 Minneapolis, MN 55402 612-376-4597 Fax: [email protected] Member Since February 2012 Anderson David C Member Since July 2014 Anfinson Tradition Wealth Management 7601 France Avenue South, Suite 100 Edina, MN 55435 952-563-6524 Fax: [email protected] David Anfinson Thompson & Co CPA/PFS 1604 First Street S Wilmar, MN 56201 320-235-7491 Fax: 320-234-7497 [email protected] Member Since September 2013 Anderson Gregory S Member Since May 2013 Anthony Endgame Financial Group CFP, CRPC Shakopee Prof Bldg, 1275 Ramsey St, #800 Shakopee, MN 55379 952-641-4734 Fax: 952-496-2017 [email protected] Mitch Financial Life Planning Institute 1538 Seasons Ln SW Rochester, MN 55902 507-282-2723 Fax: 507-282-2732 [email protected] Member Since May 2007 Anderson Home Federal Investment Services 1016 Civic Center Dr NW Rochester, MN 55901 507-280-3425 Fax: [email protected] Kelly M. Member Since October 2002 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 Fortune Financial 5517 Wooddale Avenue Edina, MN 55424 952-908-2537 Fax: [email protected] Ryan Member Since August 2014 Arps Dougherty Wealth Advisers 90 South 7th St, #4300 Minneapolis, MN 55402 612-317-2006 Fax: [email protected] CFP Member Since June 2011 May 1, 2015 G CFP Minnesota Chapter Jennifer A CFP Member Since March 2000 Page 2 MEMBERSHIP DIRECTORY - Minnesota Asato 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 Auckenthaler O Babcock CFP Member Since September 2006 Benjamin W Baldry Ameriprise Financial Services CFP 6500 City West Pkwy, #400 Eden Prairie, MN 55344 952-746-9456 Fax: 952-746-9441 [email protected] Nicholas J Fax: [email protected] Member Since January 2014 Scott Highview Advisors 5610 Rowland Rd. Ste.105 Minnetonka, MN 55374 952-204-7001 [email protected] Niles L Member Since March 2012 Advanced Capital Group 50 South 6th St, #975 Minneapolis, MN 55402 612-230-3004 [email protected] Derrick Fax: Zurich T John R Member Since April 2002 S ChFC Fax: Member Since October 1992 Bradley JD Fax: 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 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 Bauerly 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 May 1, 2015 Member Since July 2005 Member Since July 2012 Basballe CFP Member Since October 2011 Awes Princor 16510 Black Oaks Circle Wayzata, MN 55391 773-251-0969 [email protected] Basballe Fax: 952-232-0234 Avelar Your Financial Advocate, LLC 13001 St. David's Road Minnetonka, MN 55305 952-945-0931 [email protected] Qualified Plans Retirement Planning Annuities 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 Austvold 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 Barbier 100 Hatch Avenue St Paul, MN 55117 Augustine Kurt S CFP Member Since February 2010 Augustin 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 Member Since March 1993 Jason Ameriprise Financial 11671 Fountains Drive, Suite 215 Maple Grove, MN 55369 763-488-9595 Fax: 763-494-0590 [email protected] Minnesota Chapter Member Since August 2008 Page 3 MEMBERSHIP DIRECTORY - Minnesota Bauman Aimee Bennis 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] 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 March 2005 Baumann Saul R Member Since August 2013 Benson Laurel Wealth Planning 4879 Drake Street Maple Plain, MN 55359 952-854-6250 Fax: [email protected] Jeffrey Prudential 600 S Hwy 169, #1000 St Louis Park, MN 55426 Fax: [email protected] Member Since December 2014 Baustian Shannon Member Since February 2012 Bentley US Bank, The Private Client Reserve 800 Nicollet Mall, 16th Floor, BC-MN-H16 Minneapolis, MN 55402 612-303-3073 Fax: [email protected] Christopher Ameriprise Financial Services 7601 France Ave S, #300 Edina, MN 55435 952-857-1234 Fax: [email protected] Member Since November 2014 Beckenbaugh Michelle Member Since November 2013 Bera Gen Y Planning 16694 Meadowbrook Ln. Wayzata, MN 55391 612-790-7955 [email protected] 7300 Metro Blvd, Ste 625 Edina, MN 55439 952-926-1659 Fax: 952-926-0633 [email protected] Sophia CFP Fax: Member Since November 2013 Becker-Gemmill Allianz Life of North America 5701 Golden Hills Drive Minneapolis, MN 55416 763-765-6393 [email protected] Karen Member Since March 2010 Berg Jonathan Bell State Bank & Trust 15 N Broadway Fargo, ND 58102 CFP Fax: Fax: [email protected] Member Since March 2006 Beeson Admin Solutions 1316 Warner Avenue North Mahtomedi, MN 55115 651-815-0668 [email protected] Sandy Member Since May 2014 Berger Berger Financial Group 1143 South Shore Drive Minneapolis, MN 55441 763-746-2666 Fax: [email protected] Fax: Mark 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 May 1, 2015 Member Since July 2008 Bergstrom Member Since October 2000 A CFP Member Since October 2014 Bennett 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 Minnesota Chapter Page 4 MEMBERSHIP DIRECTORY - Minnesota Bergstrom Nancy M Bills Meristem CFP 601 Carlson Parkway, Suite 800 Minnetonka, MN 55305 952-835-8287 Fax: 952-835-8283 [email protected] Member Since March 2007 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 Judith Financial Designs Inc 5354 Parkdale Drive, Suite 106 Minneapolis, MN 55416 952-843-0300 Fax: 952-843-0302 [email protected] Estate Planning Financial Planning for Executives Retirement Planning Bilotta JNBA Financial Advisors, Inc. 8500 Normandale Lake Blvd, #450 Bloomington, MN 55437 952-844-0995 Fax: [email protected] ChFC, CASL Member Since January 2008 Bina John Focus Financial Network, Inc. 1300 Godward Street NE, Suite 5500 Minneapolis, MN 55413 651-379-3908 Fax: [email protected] CFP Fax: 952-544-5524 Member Since March 2010 Bernicke SII Investments 4813 Keystone Crossing Eau Claire, WI 54701 715-832-1173 [email protected] Investment Planning Tax Planning Asset Allocation Betz Ty Member Since December 2004 Bird Thomas Thomas L. Bird & Associates, P.A. 7075 Flying Cloud Drive Eden Prairie, MN 55344 952-828-4840 Fax: [email protected] CFP Fax: 715-832-1933 Member Since April 2001 Chuck Member Since September 2012 Bischoff CliftonLarsonAllen Wealth Advisors LLC CFP 220 South 6th Street, Suite 300 Minneapolis, MN 55402 612-376-4654 Fax: 612-376-4690 [email protected] Michael CFP 7900 Xerxes Avenue South #1920 Bloomington, MN 55431 952-837-3239 Fax: 952-837-0011 [email protected] Member Since October 1983 Beversdorf Tim A Member Since January 2005 Bishop Boulay Financial Advisors, LLC CFP 3610 Zircon Ln N Minneapolis, MN 55446 952-893-3814 Fax: 952-893-3830 [email protected] Michael Wealth Enhancement Group CFP 7601 France Ave. S., #235 Edina, MN 55435 952-249-7008 Fax: 763-417-1701 [email protected] Member Since August 2004 Biermann Laura Member Since March 2010 Bjork Legacy Financial Advisors Corp CFP 3500 American Boulevard West, #675 Bloomington, MN 55431 952-893-5555 Fax: 952-893-5560 [email protected] Sonja Highview Advisors 5610 Rowland Rd, Ste 105 Minnetonka, MN 55345 952-204-7002 Fax: [email protected] Member Since February 2015 May 1, 2015 Member Since June 1999 Michael Member Since January 1997 A A Minnesota Chapter Member Since November 2014 Page 5 MEMBERSHIP DIRECTORY - Minnesota Black Ataraxis Financial 2308 Meadow Hills Dr SW Rochester, MN 55902 507-208-9045 [email protected] Michael Blossom Prestige Planning Inc 8631 Eagle Point Rd Lake Elmo, MN 55042 651-209-9333 [email protected] Fax: Charles Fax: 651-209-9334 Member Since January 2015 Blaeser ING Financial Partners, Inc. 322 East County Rd D. St Paul, MN 55117 651-481-6900 [email protected] Gregory L Member Since November 2002 Blount UBS Financial Services 10778D Falling Water Lane Woodbury, MN 55129 651-298-1693 [email protected] Fax: 651-481-0609 A. CFP Susan Lee CFP Fax: 855-535-6193 Member Since January 2013 Blankenship Wells Fargo 13162 Jenkins St NE Blaine, MN 55449 612-408-9491 Fax: [email protected] Derek J Bollom CFP 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 Sharon White Oaks Wealth Advisors, Inc. 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 1600 Meadowview Trail Hastings, MN 55033 651-212-0832 [email protected] A Fax: Member Since February 2012 Bonine A 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 June 2010 Book 242 Brookstone Drive SE Rochester, MN 55904 507-251-5726 [email protected] Christopher Fax: Member Since January 2004 Connie Member Since February 2001 Anthony Member Since February 2009 Member Since August 2014 Borg MarketPlace Home Mortgage, LLC 7380 France Ave S, Ste 200 Edina, MN 55435 612-518-7027 Fax: 952-831-1999 [email protected] Bradley J. Shared Financial Resources Group 855 Village Center Drive, #317 St Paul, MN 55127 651-486-9835 Fax: 651-846-5040 [email protected] Member Since December 2014 May 1, 2015 Colleen Hartmon Harmon & Hartmon Financial Group, LLCCFP 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 Bolstorff 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 Bloodworth Member Since July 2006 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 Branham CFP Fax: 952-541-3619 Member Since June 2009 Boria Patrick J Brass 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 Bortnem Kathie Member Since October 2012 Trust Point Inc. 43 Main Street SE, #214 Minneapolis, MN 55414 612-339-2343 [email protected] William Fax: Member Since June 2014 Botzet Rebecca 322 Greenhill Lane Long Lake, MN 55356 952-941-2795 x11 [email protected] Fax: Member Since August 2009 Bowen Bremer Wealth Management 208 E College Dr Marshall, MN 56258 507-537-0207 [email protected] Tyler 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 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] Fax: Mark Douglas R D Member Since April 2009 M Member Since July 1998 W Member Since October 2010 Thrivent Financial 707 Bielenberg Dr., Ste 102 St Paul, MN 55125 651-738-1767 [email protected] Member Since October 2000 May 1, 2015 Member Since May 1998 Fax: 952-432-6705 Broberg Box Financial Advisors CFP, ChFC 701 4th Avenue S Minneapolis, MN 55415 612-347-8686 Fax: 612-313-7524 [email protected] E CFP Member Since September 2014 Box T Member Since February 1972 David Brewer CFP Member Since April 2001 CFM MBA CIMA CFP 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 Brennan CTFA 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 Bremer Miles Franklin Ltd 801 Twelve Oaks Center Drive, #834 Wayzata, MN 55391 877-867-7293 Fax: 952-476-7971 [email protected] Bosch Michael Cornerstone Wealth Advisors, Inc. CFP 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900x202 Fax: 952-920-9567 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Minnesota Chapter Chad CFP, ChFC, FIC Fax: Member Since February 2015 Page 7 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 Brockberg Eric Raymond James Financial Services 101 NW Second St Pipestone, MN 56164 Fax: [email protected] Brown CFP Member Since November 2011 Brodeur American Beacon Advisors 4416 Sparrow Road Minnetonka, MN 55345 612-965-9500 [email protected] Paul W Timothy Fax: 952-746-1366 Member Since January 2002 Richard Fax: Jay R. 3310 Hazelwood West Minnetonka, MN 55391 612-303-3151 [email protected] Asset Allocation Asset Management Market/Investment Trends Fax: 612-303-3793 Member Since March 1988 Bryan Cahill Financial Advisors, Inc. 7300 Metro Blvd., Suite 625 Edina, MN 55439 952-926-1659 [email protected] James Kathy Fax: 952-926-0063 Member Since December 2009 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 Member Since November 2002 Bubolz Transamerica Retirement Management 408 Saint Peter Street, #230 St Paul, MN 55102 651-286-4734 Fax: 800-503-8884 [email protected] M Bubolz-Earley 3173 Town Road 8 Intern'l Falls, MN 56649 218-283-9589 [email protected] Education Budgeting Debt Management Christy Fax: Member Since September 1993 James Member Since January 1998 Richard Thomas Member Since October 2002 Bucholz Bell State Bank & Trust 329 Liberty Lane Fargo, ND 58047 701-451-3103 [email protected] R. Jamie CFP Fax: Member Since September 2013 Buck CFP Fax: 952-895-0112 Member Since December 2004 May 1, 2015 W Appletree FInancial Network 8101 34th Avenue South, Suite 380 Bloomington, MN 55425 952-853-1235 Fax: [email protected] Member Since April 2012 Thomas R. Brown, CFP 300 Eagle Ridge Cir Burnsville, MN 55337 952-895-5354 [email protected] A CFP Buchanan JNBA Financial Advisors, Inc. 8500 Normandale Lake Blvd, #450 Minneapolis, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Brown W CFP Member Since December 2006 Brown R CFP Securian Financial Services, Inc. CFP 4200 Princeton Avenue St Louis Park, MN 55416 651-665-1625 Fax: 651-665-7307 [email protected] Brown B CFA, CFP, MBA Bruce Member Since February 2014 Brown Brown Wealth Management 12100 Singletree Ln, Ste 177 Eden Prairie, MN 55344 952-303-6715 [email protected] Investment Management Retirement Planning Asset Allocation Charles P 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 Minnesota Chapter Page 8 MEMBERSHIP DIRECTORY - Minnesota Bunin 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] Marie D Calhoun Member Since July 1993 A Callahan CFP Fax: 952-921-3372 Member Since January 2006 Burns Cassidy M Member Since April 2008 Bush 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 Bell State Bank & Trust PO Box 9798 Fargo, ND 58106 701-451-3059 [email protected] Matthew VALIC P O Box 10272 Fargo, ND 58106 701-552-2466 [email protected] Fax: Robert 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 May 1, 2015 B Member Since May 1998 T CFP,CLU, ChFC, CPCU Fax: 651-734-7431 Gregory C 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] Member Since December 2006 Cadle Member Since October 1998 Member Since March 2001 Carlson Eide Bailly Financial Services CFP 4310 17th Ave S, PO Box 2545 Fargo, ND 58108 701-476-8430 Fax: 701-476-8782 [email protected] L Charles Member Since April 2014 Bye Member Since July 2001 Thomas Ameriprise Financial Services CFP, CRPC 1907 Wayzata Blvd. Ste 350 Wayzata, MN 55391 952-449-6686 Fax: 952-473-7062 [email protected] Retirement Planning Life Planning Comprehensive Financial Planning Canning J. 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 Campbell Member Since July 2009 L 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 Riverbridge Partners CFP 1200 IDS Center, 80 South Eighth Street Minneapolis, MN 55402 612-904-6221 Fax: 612-904-6271 [email protected] Sharon 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 G Member Since October 2002 Carman Marilyn D Wells Fargo Private Wealth Group CFP 14441 Hollow Park LN Burnsville, MN 55306 612-316-2250 Fax: 612-667-4727 [email protected] Member Since May 1996 Minnesota Chapter Member Since March 2006 Page 9 MEMBERSHIP DIRECTORY - Minnesota Carpentier MRK Financial Solutions 3020 Harbor Lane N Plymouth, MN 55447 763-541-8400 [email protected] Michael J Cerney Fax: 763-541-8404 Member Since April 2004 Carriar Barclay G 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 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] Member Since March 2008 Rachelle Member Since March 2001 Carrier Ameriprise Financial Services 611 Summit Ave, Ste 2 Detroit Lakes, MN 56501 952-442-4123 [email protected] Retirement Planning Mutual Funds Asset Allocation Matthew J Fax: 952-442-4085 Member Since March 1999 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 Cass Member Since January 1994 Chaya CFP Carruth John White Dove Foundation CFP 516 Wood Way Burnsville, MN 55337 612-414-5182 Fax: [email protected] Financial Planning Business Owners Financial Planner Best Practices Life Planning Cheeley Member Since January 2008 Michael Ameriprise Financial Advisors 1907 Wayzata Blvd, #350 Wayzata, MN 55391 952-449-6693 [email protected] Asset Allocation Retirement Planning Qualified Plans Mark Michael D Yilin Member Since August 2010 Chimerakis Nick White Oaks Wealth Advisors 80 South 8th Street, Suite 1725 Minneapolis, MN 55402 CFP, ChFC Fax: Fax: [email protected] Caverly Robert Member Since January 2014 Christian Trever Freedom Financial Partners LLC 6701 Upper Afton Rd, Ste 101 Woodbury, MN 55125 651-797-3532 Fax: [email protected] Fax: Member Since May 2014 May 1, 2015 D Minnesota State University, Mankato 150 Morris Hall Mankato, MN 56001 507-389-5336 Fax: [email protected] Member Since January 2010 Bond & Devick 600 South Hwy 169, #875 St Louis Park, MN 55426 651-335-9416 [email protected] Member Since December 1998 Member Since December 1996 Member Since December 2014 ROR Tax Professionals 4500 Park Glen Road, #425 St Louis Park, MN 55416 612-822-7177 [email protected] J Fax: 763-494-0590 Chen MarketPlace Home Mortgage 7380 France Avenue South, Suite 200 Edina, MN 55435 612-201-5898 Fax: [email protected] Cassidy D 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 Minnesota Chapter Member Since October 2012 Page 10 MEMBERSHIP DIRECTORY - Minnesota Christianson 2115 East Fifth Street Duluth, MN 55811 952-452-3270 [email protected] David Connors Brad iWealth CWS 213 E 15th Ave Waseca, MN 56093 507-835-9111 Fax: 507-835-2040 [email protected] Fax: Member Since September 2014 Clark Shannon L Member Since September 2009 Conrad Peter CFP 15065 East Vermillion Circle NE Ham Lake, MN 55304 612-298-9191 Fax: [email protected] 7016 Mark Terrace Drive Edina, MN 55439 612-306-6875 [email protected] Fax: Member Since June 2005 Clemensen James Member Since May 2010 Contag CliftonLarsonAllen Wealth Advisors, LLCCFP 220 South Sixth Street, Suite 300 Minneapolis, MN 55402 612-376-4650 Fax: 612-376-4690 [email protected] Theodore Earl H 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 John Comer Consulting 10219 36 Place North Plymouth, MN 55441 612-396-3679 Fax: [email protected] Marketing for Financial Planners Business Planning Retirement Planning Conlin RBC Wealth Management 520 W Hwy. 96, Suite 100 Shoreview, MN 55126 651-766-4953 [email protected] Investment Planning Modern Portfolio Planning Asset Allocation May 1, 2015 Member Since March 2006 Coombs 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 B Cheryl Member Since September 2007 3800 American Blvd, Ste 1000 Minneapolis, MN 55431 952-212-5676 [email protected] Matt Fax: Member Since August 2003 M Member Since September 2014 Coughlan Thrivent Financial 625 Fourth Ave S Minneapolis, MN 55415 612-844-4375 [email protected] Lisa Fax: 612-671-4749 Member Since January 1994 W Member Since August 2011 Cowin Sandvold & Associates 1550 Troy Lane N Plymouth, MN 55447 763-432-2011 [email protected] CFP Fax: 651-766-4925 J CliftonLarsonAllen Wealth Advisors, LLCCFP, CPA 220 South Sixth Street, Ste. 300 Minneapolis, MN 55402 612-376-4520 Fax: 612-376-4600 [email protected] Cosgriff CFP John E Thrivent Financial CFP 7760 France Avenue S., Suite 710 Edina, MN 55435 952-475-9700 Fax: 952-938-2388 [email protected] Member Since June 2009 Cohen J CFP Member Since February 2001 Minnesota Chapter Robert W CFP Fax: 763-432-2011 Member Since January 2005 Page 11 MEMBERSHIP DIRECTORY - Minnesota Cox 66 Ninth Street East, #1802 St. Paul, MN 55101 952-200-9850 [email protected] Tristan Dahl Dahl Recruiting, LLC 20 2nd Street NE, Unit 1703 Minneapolis, MN 55413 612-812-7108 [email protected] Fax: Craig CFP Fax: 612-340-6791 Member Since July 2014 Cozad Douglas D Daline 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 Stifel Nicolaus & Co. 60 South 6th St., Suite 3000 Minneapolis, MN 55402 612-455-5861 [email protected] Retirement Planning Investment Planning Annuities James Alexis Cress, LLC 4308 College Heights Circle Bloomington, MN 55437 952-334-2358 [email protected] A Fax: 612-455-5600 Member Since October 1986 Alexis B Fax: Member Since January 2012 Kathryn M CFP Fax: 952-476-3750 Member Since March 2004 Karen BGM TruNorth CFP 1099 Helmo Avenue North, Suite 230 Oakdale, MN 55128 651-735-5878 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 Federated Investors 1001 Liberty Avenue Pittsburgh, PA 15222 612-209-2838 [email protected] CFP 16730 43rd Ave N Plymouth, MN 55446 612-281-9185 [email protected] David Daly CTFA, MBA, CFP Cullen-Huebschen RBC Wealth Management 601 Carlson Pkwy, #500 Minnetonka, MN 55305 952-476-3755 [email protected] D'Aloia CFP Cress Member Since May 2009 Fax: Gregg M Member Since January 2003 Cyberski Susan M Fax: Robert S Mark B Thrivent Financial for Lutherans 625 - 4th Ave. S Minneapolis, MN 55415 612-340-6818 Fax: 612-340-6482 [email protected] Member Since April 2001 May 1, 2015 Member Since February 1999 Financial Compass CFP 7510 Market Place Drive, Ste 101 Eden Prairie, MN 55344 952-921-2121 Fax: 952-487-2666 [email protected] General Financial Planning Member Since Portfolio Management Planning f/ Expatriots/foreign nationals September 2003 Dean CETERA Advisor Networks, LLC CFP 6100 Uptown Blvd. NE, #610 Albuquerque, NM 87110 Fax: 505-271-5788 505-293-1923 [email protected] R Member Since February 2015 Davis 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] Member Since March 2005 Christopher Thomas Member Since April 2005 Cummings P Minnesota Chapter Member Since March 2009 Page 12 MEMBERSHIP DIRECTORY - Minnesota DeBaere Kimberly Devick US Bank CFP 800 Nicollet Mall BC-MN-H16A Minneapolis, MN 55402 612-303-3205 Fax: 612-303-3219 [email protected] Member Since September 2009 Decker Joshua Educators Financial Services CFP 41 Sherburne St Paul, MN 55103 651-292-4895 Fax: 651-292-4815 [email protected] General Financial Planning Asset Management Qualified Plans Decker R Devitt Carol Member Since April 2002 DeWitt Hallett Financial 505 Highway 169 N., Suite 100 Minneapolis, MN 55441 952-449-9269 x633 [email protected] CFP Larry R Jeff Fax: 952-449-9264 Member Since December 2010 Thrivent Financial 18538 Exodus Ave Farmington, MN 55024 612-340-8037 [email protected] Matthew Fax: Member Since August 2003 MPPL Financial 202 Third Ave Proctor, MN 55810 218-628-3135 [email protected] Kyle Fax: Member Since March 2004 Matthew Member Since September 2014 Dettman Northwestern Mutual 1191 Northland Dr, Suite 150 Mendota Heights, MN 55120 715-441-0175 [email protected] Dave Fax: 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 Dobrzynski CFP Member Since September 2014 May 1, 2015 Member Since June 2012 Dillon CliftonLarsonAllen 220 S 6th St, #300 Minneapolis, MN 55402 612-376-4702 Fax: [email protected] M ChFC, CFP Dickinson Wealth Enhancement Group CFP 505 North Hwy 169, #900 Plymouth, MN 55441 763-417-1420 Fax: 952-249-5113 [email protected] Delaney R Drew Dickerson 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 Dekko Member Since January 1997 Member Since January 2005 Member Since March 2013 DeGraaf J Baker Tilly Virchow Krause, LLP CFP, CPA 225 S 6th St, #2300 Minneapolis, MN 55402 952-351-4663 Fax: 952-835-5845 [email protected] Richard Think Investment Services 5200 Members Pkwy NW Rochester, MN 55901 507-536-6024 Fax: [email protected] 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 Philip A Member Since May 2000 W 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 Minnesota Chapter Page 13 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 Dobson-Totten Cahill Financial Advisors, Inc. 7300 Metro Blvd, Ste 625 Edina, MN 55439 952-926-1659 [email protected] Crystal Droegemueller Fax: 952-926-0633 Member Since May 2013 Domeyer Andrew Dubuque CliftonLarsonAllen Wealth Advisors CFP 220 South Sixth Street, Suite 300 Minneapolis, MN 55402 888-925-2926 Fax: 612-376-4690 [email protected] Member Since April 2011 Dornbush Darold Transamerica Retirement Management 408 St. Peter Street, Ste 230 St Paul, MN 55102 651-286-4729 Fax: [email protected] D 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 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 Randy Ameriprise Financial Services CFP 6465 Wayzata Blvd., Suite 330 St Louis Park, MN 55426 763-367-7980 Fax: 763-367-7981 [email protected] Retirement Planning General Financial Planning Financial Planning for Business Owners Doroff Fathom Advisors 6465 Wayzata Blvd, #330 St Louis Park, MN 55426 763-367-7980 [email protected] G Member Since July 2000 Thomas Dunncreek Advisors 701 Fourth Avenue South, Suite 1500 Minneapolis, MN 55415 612-436-3770 Fax: [email protected] Fax: Jeff Joseph AIF, AAMS Member Since April 2011 Dworsky Laurel Wealth Planning 3300 Edinborough Way, Suite 790 Edina, MN 55435 952-854-6250 Fax: [email protected] Member Since December 2014 Jeffrey 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 Richard D CFP/CLU/CRPC Member Since March 1993 Andrea N Cornerstone Wealth Advisors, Inc. CFP 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900 Fax: [email protected] Fax: Member Since October 2013 May 1, 2015 R Richard Member Since July 2013 9129 Juneau Lane N Maple Grove, MN 55369 612-916-6428 [email protected] Member Since October 1998 Thrivent Financial CFP, CLU, ChFC, CTFA 121 Washington Avenue South, #1108 Minneapolis, MN 55401 612-844-4283 Fax: 612-844-8036 [email protected] Estate Planning Member Since Retirement Planning Asset Management May 1990 Dunn CFP Drayton C Member Since December 1999 Dunkel Todd Downes Member Since July 2003 Affiance Financial CFP/CPA 1850 Austin Rd, #104 Owatonna, MN 55060 952-253-2565 Fax: 507-444-0721 [email protected] CFP Member Since June 2000 Doroff C Minnesota Chapter Member Since December 2004 Page 14 MEMBERSHIP DIRECTORY - Minnesota Eichten Robert W Elmtalab Sahand CFP PFS 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 901 Marquette Ave, Ste 2600 Minneapolis, MN 55402 952-698-7029 [email protected] Member Since August 1984 Erik Member Since September 2014 AchievementInsight 5 N 4th Ave, Ste 101 Minneapolis, MN 55401 612-802-5840 [email protected] Practice Management Managing Staff Working with the Affluent Adam Member Since June 2008 Emswiler Fax: Elg Fax: G. 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 Fax: 952-258-5036 Barbara Member Since March 2004 Ghada M Member Since February 2013 Engbrecht Transamerica Retirement Management CFP 408 St. Peter Street, #230 St Paul, MN 55102 651-286-4729 Fax: 888-247-2122 [email protected] Tyler CFP 1431 Bayard Ave St Paul, MN 55116 952-841-2251 [email protected] Fax: Member Since December 2007 Elling 1919 E 6th St Duluth, MN 55812 952-797-6495 [email protected] Jordan Member Since April 2012 Ensrud Bruce Member Since October 2014 Byron RBC Wealth Management CFP 2064 Superior Dr NW Rochester, MN 55901 507-536-2018 Fax: 651-766-4925 [email protected] Financial Planning Company 401k's Individual Retirement Planning Elmer Principal Financial Group 11100 Wayzata Blvd Suite 161 Minnetonka, MN 55305 952-277-4256 [email protected] Lynn G Member Since June 2002 Ericson Wells Fargo Private Bank 900 E Wayzata Blvd, Mezzanine Level Wayzata, MN 55391-1836 612-466-5874 Fax: [email protected] Kenneth M. Member Since May 2010 Erpenbach CFP Fax: B CFP Member Since October 2000 Member Since March 2006 May 1, 2015 A Thrivent Financial for Lutherans CFP, CHFC, CLU 5500 Wayzata Blvd, # 1480 Golden Valley, MN 55416 952-475-9700 Fax: 763-595-9424 [email protected] Fax: Ellingson Member Since April 2000 Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-5530 Fax: [email protected] MA, CEC El-Gamal E 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 Member Since January 2008 Page 15 MEMBERSHIP DIRECTORY - Minnesota Estes Estes Law Firm P.A. 4741 Fremont Ave S Minneapolis, MN 55419 612-827-2000 [email protected] Robert D Fedor Mullen & Guttman 6600 France Ave S, Suite 210 Edina, MN 55435 612-756-7276 [email protected] Fax: Kathleen Fax: Member Since September 2014 Etzweiler Nepsis Capital Management 8692 Eagle Creek Circle Minneapolis, MN 55378 651-724-1836 [email protected] Charles D Member Since August 2014 Fee Ellen BGM TruNorth 4470 West 78th Street Circle, #200 Bloomington, MN 55435 952-844-2515 Fax: [email protected] CFP Fax: CFP Member Since March 1998 Evans Ronald E. Ferkinhoff 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 Falck Falck Financial Services PO Box 530 Northfield, MN 55057 507-645-2993 [email protected] Richard Member Since October 2010 J. Ameriprise Financial Services 10626 Sherman Dr Eden Prairie, MN 55347 612-671-4615 [email protected] Dean Fax: 612-671-8028 Member Since April 2000 Feterl Andrew Fax: 507-645-6637 Member Since March 2006 Rebecca Member Since June 2001 Fier UBS Financial Services 8500 Normandale Lake Blvd, Ste 210 Bloomington, MN 55437 952-921-7958 Fax: [email protected] Janice 13020 Welch Trail Welch, MN 55089 Fax: [email protected] Member Since December 2012 Faust Wipfli Hewins Investment 3601 Phillips Pkwy, #431 St Louis Park, MN 55426 507-581-1541 [email protected] Blake Fax: Douglas J Member Since October 2014 Jeanna Cahill Financial Advisors CFP 7300 Metro Blvd, #625 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 Finkelstein Next Financial Group, Inc. CPA 10504 Purdey Road Eden Prairie, MN 55347 952-345-1546 Fax: 952-946-7901 [email protected] May 1, 2015 Member Since March 2015 Fifer Member Since April 2012 Faust R Bond & Devick Financial Network CFP 600 South Hwy 169, #875 St Louis Park, MN 55426 952-591-0113 Fax: 952-591-0104 [email protected] CFP, ChFC, CLU, MBA Falk J CFP 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 Minnesota Chapter C Member Since May 2000 Page 16 MEMBERSHIP DIRECTORY - Minnesota Fischer Kelly Foley Wealth Enhancement Group CFP 505 North Highway 169, Ste 900 Plymouth, MN 55441 952-249-7024 Fax: 952-249-7034 [email protected] Gradient Securities, LLC 4570 Churchill St., Suite 110 Shoreview, MN 55126 866-991-1539 [email protected] Jeffrey CFP Fax: 651-379-8040 Member Since January 2014 Fischer Fischer on Finance 2320 Parklands Road St. Louis Park, MN 55416 612-210-8326 [email protected] Mark S Member Since April 2013 Frane Bradley Midwest Secure Retirement Specialists 16481 77th Circle North Maple Grove, MN 55311 612-281-6217 Fax: [email protected] CFP/CLU Fax: Member Since November 1998 Fischer Fintegra, LLC 6985 Howard Lane Eden Prairie, MN 55346 847-805-6247 [email protected] Asset Allocation Asset Management Investment Planning Stephen Member Since November 1999 Andrew B Laurel Wealth Planning 15579 Duck Trail Lane Apple Valley, MN 55124 952-854-6250 [email protected] Asset Allocation Mutual Funds Post Retirement Planning William Fax: 952-854-6276 Member Since November 1984 Susan Wells Fargo Advisors 10626 40th Ave North Plymouth, MN 55441 612-340-4583 Fax: [email protected] Fax: 952-544-5524 Member Since October 2001 Jeff Member Since January 2015 Fredrickson Cambria Mortgage 11000 W 78th St, #300 Eden Prairie, MN 55344 612-240-9517 Fax: [email protected] Aaron Alan E Member Since December 2007 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 Sandra Cambridge Investment Research CFP/CPA 14 Third Street NE Faribault, MN 55021 507-333-3973 Fax: 507-334-2817 [email protected] Retirement Planning Mutual Funds Tax Planning May 1, 2015 L W CFP Fax: Member Since August 2003 Flom D Transamerica Retirement Management 408 St. Peter Street, Suite 230 St Paul, MN 55102 651-286-4718 Fax: 888-247-2137 [email protected] Member Since June 2014 Fleischauer A CFP Franklin CFP, MBA Flanery Member Since November 2009 Franke Fax: 612-338-0798 Fishman 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 H CFP/CPA J CLU ChFC Member Since November 1995 Frey State Farm Insurance 1285 Northland Dr Mendota Heights, MN 55420 651-249-6970 [email protected] Member Since March 2000 Minnesota Chapter Jill ChFC, CASL Fax: Member Since July 2011 Page 17 MEMBERSHIP DIRECTORY - Minnesota Friedges Stacy JNBA Financial Advisors 8500 Normandale Lake Blvd., #450 Minneapolis, MN 55437 952-844-0995 Fax: [email protected] Fure Johannes Fure Financial Corporation CFP 8500 Normandale Lake Blvd., #950 Bloomington, MN 55437-3822 952-944-8250 Fax: 952-944-8252 [email protected] CFP Member Since July 2011 Frith Larson Financial Group 7760 France Ave S, #150 Minneapolis, MN 55435 612-808-5210 [email protected] Rick Member Since September 1997 Gabriel Ameriprise Finl Advisors 3200 Main St. NW, #320 Coon Rapids, MN 55448 763-421-8659 [email protected] Fax: Mark Fax: 763-208-0948 Member Since August 2010 Fritschel 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 Fronek CFP Member Since February 2002 Member Since May 2012 Garrett Member Since April 2013 16410 - 39th Ave N Minneapolis, MN 55446 763-226-9717 [email protected] Jeanette Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-839-6146 Fax: [email protected] Andrew Fruechte Member Since March 2006 Garmaker Ameriprise Financial CFP 707 Ameriprise Finl Ctr, Routing: H23-707 MS3 Minneapolis, MN 55474 800-437-3401 x4 Fax: 855-298-3155 [email protected] Kevin 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 Gaustad CliftonLarson Allen Financial 220 S 6th St., Ste 300 Minneapolis, MN 55402 612-376-4533 [email protected] Fax: Andrew J. Fax: 612-376-4600 Aaron Melissa Member Since January 2006 Roxane T 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 Getsch Honkamp Krueger Financial Services CFP 13911 Ridgedale Drive, Suite 330 Minnetonka, MN 55305 952-831-2200 Fax: 952-831-2201 [email protected] May 1, 2015 Member Since June 2001 Member Since October 2010 Gehle CFP, CPA Member Since March 2006 Fulton L Fidelity Institutional Wealth Services 901 Marquette Avenue, Suite 1500 Minneapolis, MN 55402 612-278-3926 Fax: [email protected] Member Since December 2014 Frye A CFP Ameriprise Financial Services 8621 Eagle Point Blvd. Lake Elmo, MN 55042 651-578-1019 [email protected] Education Planning Asset Allocated Retirement Planning Minnesota Chapter Daniel D CFP Fax: 651-578-3097 Member Since June 2004 Page 18 MEMBERSHIP DIRECTORY - Minnesota Geurkink Kerry L Gislason Minnesota Life A4 - 3934 CLU/CHFC/CEBS/CASL 400 N Robert Street St Paul, MN 55101 651-665-3934 Fax: 651-665-7099 [email protected] Retirement Planning Member Since Annuities Asset Allocation January 1997 Gianoli Total Wealth Care PO Box 365 Cannon Falls, MN 55009 507-263-3539 [email protected] Retirement Planning Mutual Funds Tax Planning Gieschen Dennis B Member Since April 2010 Gleason BGM TruNorth 1099 Helmo Avenue North, Suite 230 Oakdale, MN 55128 651-735-5878 Fax: [email protected] CFP, CPA Fax: 507-263-3599 Scott North Star Resource Group 2701 University Avenue South East Minneapolis, MN 55414-3233 612-617-6159 Fax: 612-256-3159 [email protected] Travis CFP Member Since December 1993 Amelia Member Since January 2012 Godfrey Sterling Retirement Resources 8401 Golden Valley Road, Suite 225 Golden Valley, MN 55427 763-762-3400 Fax: 952-224-7179 [email protected] Joseph Waddell & Reed 3601 Minnesota Drive, Suite 550 Bloomington, MN 55435 952-852-1310 Fax: [email protected] Member Since October 2012 Gigler Kathryn A Goedtke 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 Ameriprise Financial Services 3515 Plymouthh Blvd., #204 Plymouth, MN 55447 763-543-5183 [email protected] Wendy L Fax: 763-231-4141 Member Since March 2006 Ginkel Chris Jason E Member Since April 1997 D Member Since March 1992 J. Member Since July 2008 P Intelligent Financial Strategies, LLC CFA,CFP 10900 Wayzata Blvd Ste 820 Minnetonka, MN 55305 952-941-2795 x12 Fax: 952-513-2048 [email protected] Member Since July 2005 May 1, 2015 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 Thrivent Financial for Lutherans CFP 625 4th Ave. South Minneapolis, MN 55415 612-340-8401 Fax: 612-340-8076 [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 Gonzalez CFP CarlaAnn 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 Goedtke Accredited Investors, Inc CFP 315 Turners Crossroad S. Golden Valley, MN 55416 952-841-2241 Fax: 952-841-2241 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning September 2007 Gillespie Member Since April 2012 Minnesota Chapter Member Since January 2010 Page 19 A Directional Long/Short Mutual Fund with a year track record. 9 ★★★★Wasatch Long/Short Fund™ (FMLSX) (Inception 8/1/2003) Among 99 Long/Short funds. Morningstar Overall Rating™ as of 03/31/13. Morningstar Ratings measure risk-adjusted returns. The Morningstar Overall Rating is the weighted average based on the fund’s 3, 5, and 10 year rating. • Long stock positions in large & mid cap value stocks • Short stock positions in companies believed to be overvalued • Seeking lower volatility and higher risk adjusted returns • 75% upside capture ratio, 66% downside capture ratio* Advisor Line: 800.381.1065 www.WasatchFunds.com RISKS: The Fund makes short sales of securities which involves the risk that losses may exceed the original amount invested. Equity investing involves risks, including potential loss of the principal amount invested. Being non-diversified, the Wasatch Long/Short Fund can invest a larger portion of its assets in the securities of a limited number of companies than a diversified fund. Non-diversification increases the risk of loss to the Fund if the values of these securities decline. An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, visit www. wasatchfunds.com or call 800.551.1700. Please read the prospectus carefully before investing. *Source: Morningstar Direct, 5 year Upside/Downside Capture Ratio compared to the S&P 500 as of 03/31/13. Upside/Downside Capture Ratio measures a manager’s ability to generate excess return above the benchmark return in up markets and retain more of the excess return in down markets. The upside/downside capture ratio is the Fund’s up/down market return divided by the index’s up/down market return. The up/down market return equals the linked returns for all quarters in which the index return was greater/less than zero. The Fund’s 3 and 5 year ratings are 4 stars out of 99 funds, and 4 stars out of 63 Long-Short Equity funds, respectively. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of the funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Past performance is no guarantee of future results. © 2013 Morningstar, Inc. All rights reserved. The information contained herein (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. © 2013 Wasatch Funds. All rights reserved. Wasatch Funds are distributed by ALPS Distributors, Inc. WAS003120 7/20/13 MEMBERSHIP DIRECTORY - Minnesota Goodney 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 Securian Financial Services 400 Robert Street N., A5-7772 St Paul, MN 55101 651-665-7772 [email protected] Danica R Grantham Adam CFP 4529 43rd Ave S Minneapolis, MN 55406 612-723-5474 [email protected] Fax: Member Since March 1985 L Member Since November 2014 Greene Michael Ameriprise Financial Services CFP 966 Ameriprise Financial Center Minneapolis, MN 55474 612-671-4707 Fax: 612-671-4749 [email protected] CFP Fax: 651-665-3565 Member Since November 2006 Goughnour DRG Financial Services Inc 14051 Burnhaven Drive #120 Burnsville, MN 55337 952-892-1121 [email protected] Daryl R Greenwald CFP, MBA Fax: 952-997-1583 Member Since April 2000 Graber Eric 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 Capital Strategies Financial Corp. 8053 Xerxes Avenue South Bloomington, MN 55431 952-926-3000 Fax: [email protected] Gerald Sean M 14110 46th Place North Plymouth, MN 55446 763-593-1258 [email protected] Mutual Funds Estate Planning Investment Planning Grochowski Marketplace Home Mortgage, LLC 7380 France Ave S, Ste 200 Edina, MN 55435 Fax: [email protected] Vector Wealth Management 2091 St Johns Ct St Paul, MN 55129 612-378-7560 [email protected] Kevin M Member Since November 1992 Joseph CFP ChFC Fax: 612-379-4895 NEXT Financial Group, Inc. 6261 Baker Road, Suite 202 Eden Prairie, MN 55346 952-934-3456 [email protected] Derek Member Since November 2008 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 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 James A Member Since March 2002 L Gruning Financial, LLC MBA, RFC 2005 Fountain Lane North, Suite 125 Plymouth, MN 55447 763-473-4294 Fax: 952-417-0786 [email protected] CFP Fax: 507-625-3551 Member Since July 2014 May 1, 2015 B Fax: 763-595-7317 Member Since December 2014 Graf Member Since May 1998 CFP, AAMS Member Since September 2011 Graca Member Since August 2002 Minnesota Chapter Member Since November 2004 Page 20 MEMBERSHIP DIRECTORY - Minnesota Gunderson Robert Investment Centers of America CFP/CPA 308 S Main St., PO Box 1210 Aberdeen, SD 57401 Fax: 605-229-5409 605-225-0104 [email protected] General Financial Planning Estate Planning Retirement Planning Gusick Kristy J Haage Travis ApolloWorks Financial 383 Saint Albans St N St Paul, MN 55104 651-335-0647 Fax: [email protected] Member Since May 1989 L. Member Since July 2014 Hachfeld Professional Services Marketing 6110 - 27th Street N. St Paul, MN 55128 651-348-6398 Fax: [email protected] Jon Ameriprise Financial, Inc 3900 Nortoods Drive, Suite 150 Arden Hills, MN 55112 Fax: 651-765-7028 [email protected] Member Since October 2012 Gustafson 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 L. John Jonathan T 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 Marquette Asset 60 South Sixth St, Suite 3900 Minneapolis, MN 55402 612-644-6155 [email protected] Member Since August 1984 J Member Since July 1998 CFP Fax: Member Since December 2014 Hagen Financial Advantage 14811 Energy Way St Paul, MN 55124 952-431-2224 [email protected] Luther ChFC, CLU, CFP Fax: Member Since June 1994 T C Derek Hagen Member Since January 2009 Haglin 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 May 1, 2015 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 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 Guzek Montagne Marc Wilkerson Resource Advisors CFP 55 E 5th St. #1300 St Paul, MN 55101 651-767-1616 Fax: 651-297-6929 [email protected] Retirement Planning Tax Planning Comprehensive Financial Planning Hagan 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 December 2014 Hadley Member Since July 1994 W. CFP Michael Thrivent Financial 625 - 4th Ave S Minneapolis, MN 55415 Minnesota Chapter J CFP/CLU Fax: Member Since October 1996 Page 21 MEMBERSHIP DIRECTORY - Minnesota Hahm Nathanael LifeSTAGE Wealth Management 11100 Wayzata Blvd., #510 Minnetonka, MN 55305 763-542-8884 Fax: [email protected] M Hansen Nationwide Financial 3667 Fairway Drive Woodbury, MN 55125 651-247-3997 [email protected] CFP Ronald Fax: 614-677-4494 Member Since October 2003 Haider Anthony C Member Since April 1984 Hansen MetLIfe Premier Client Group 301 Carlson Parkway, Suite 300 Minnetonka, MN 55305 952-258-5047 Fax: [email protected] William ActiFi, Inc. 3030 Harbor Lane, #216 Plymouth, MN 55447 763-550-0111 [email protected] Jeff Member Since June 2002 Hanson Ameriprise FInancial Adv 1032 Ameriprise Financial Minneapolis, MN 55474 612-671-7036 [email protected] Fax: Cynthia Fax: 612-671-8947 Member Since April 2015 Halabrin Morgan Stanley Smith Barney 1721 Portland Ave St Paul, MN 55104 651-215-8492 [email protected] Investment Planning Retirement Planning Judith A Fax: 952-921-1944 Member Since January 2003 Chad Cornerstone Private Asset Trust 2101 West 41st St, #2000 Souix Falls, SD 57105 866-200-6528 Fax: [email protected] AIS Planning 3701 - 12th Street North, #103 St Cloud, MN 56303 320-252-6552 [email protected] Jason Fax: 320-252-6534 Member Since July 2004 Handke Birchwood Financial Partners 3300 Edinborough Way, #610 Edina, MN 55435 952-885-9088 [email protected] Bridget M Ceridian 4550 229th Ave NE East Bethel, MN 55005 651-402-8384 Fax: [email protected] Cash Management and Budgeting Comprehensive Financial Planning Life Planning Harmon CFP Fax: Member Since March 2002 May 1, 2015 Educators Financial Services 4327 Chatsworth St N Shoreview, MN 55126 612-590-6389 Fax: [email protected] Comprehensive Financial Planning Retirement Planning Tax Planning Hardie CFP 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 CFA Member Since January 2013 Hallonquist Member Since July 2014 Hanson CFP Halbur M 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] Member Since April 2015 Haines D CFP Scot Member Since September 1999 S CFP Member Since November 2001 Melanie C CFP Member Since March 2006 Linda Harmon & Hartmon Financial Group, LLCCFP, 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 Minnesota Chapter M K Member Since February 2001 Page 22 MEMBERSHIP DIRECTORY - Minnesota Harms 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 Hasler J Hawks MetLife Premier Client Group 201 Carlson Pkwy, Ste 300 Minnetonka, MN 55305 952-473-2921 [email protected] Anita Fax: 952-745-0841 Member Since August 1995 Aaron Member Since July 2005 Heagren Finetooth Consulting 4252 11th Avenue South Minneapolis, MN 55407 612-208-0653 Fax: [email protected] Douglas Aspen Wealth Mgmt, Inc./LPL Financial CFP, CRPC, APMA 5108 Duggan Plaza Edina, MN 55439 612-567-4625 Fax: 303-996-0347 [email protected] Member Since January 2013 Haspert Ameriprise Financial 715 Old Hwy 8 NW St Paul, MN 55112 651-677-1550 [email protected] Patrick R Member Since April 2009 Hegstrom Mark Waterfront Financial Group 5500 Wayzata Blvd., #1040 Golden Valley, MN 55416 952-236-1755 Fax: [email protected] CFP Fax: 612-671-0645 Member Since April 2015 Hatlestad 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 Haugen J Member Since January 2014 Heiar Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 [email protected] Daniel CFP Fax: Member Since August 1999 Anders Member Since September 2012 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 Haukedahl Financial Services 9801 Dupont Avenue S #395 Minneapolis, MN 55431 952-888-1211 [email protected] Mark I Fax: 612-888-0703 Member Since June 1984 Big Picture Financial PO Box 233 St Joseph, MN 56374 320-291-6387 [email protected] Member Since April 2015 Heimdal CLU, ChFC Hawkins Andrew Pamela Heimdal Tax & Financial Services CFP, EA 9540 210th St W Lakeville, MN 55044-8504 952-469-1428 Fax: 952-469-6781 [email protected] Tax Planning Business Planning Retirement Planning Hemingway Eric S Member Since October 2003 R Hemingway Wealth Management 14550 Excelsior Blvd., Suite 200 Minnetonka, MN 55345 952-232-0230 Fax: [email protected] Fax: Member Since November 2014 May 1, 2015 L CFP, CRPS, MBA Minnesota Chapter Member Since April 2011 Page 23 MEMBERSHIP DIRECTORY - Minnesota Hemingway 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 I Heupel CLU, ChFC, CFP, MSFS Member Since April 2001 Renay H Accredited Investors Inc 5200 West 73rd Street Edina, MN 55439 952-841-2222 [email protected] Life Insurance Estate Planning Retirement Planning Wil Fax: 952-841-2223 Member Since December 1997 Hicks Meristem, LLP CFP 601 Carlson Parkway, #800 Minnetonka, MN 55420 952-835-8278 Fax: 952-835-8283 [email protected] Derek CliftonLarsonAllen Wealth Advisors, LLCCFP 220 South Sixth Street, Ste. 300 Minneapolis, MN 55402 612-376-4565 Fax: 612-376-4690 [email protected] Member Since July 2006 Hengel Aspiriant, LLC 60 S Sixth St, Ste 2480 Minneapolis, MN 55402 612-851-4430 [email protected] Kelli Member Since September 2007 Hietapelto University of Minnesota Duluth LSBE 213J, 1318 Kirby Drive Duluth, MN 55812 218-340-8135 [email protected] Fax: Hugo Fax: Member Since October 2014 Hennen Ameriprise Financial Services 2805 Dodd Road, #195 St Paul, MN 55121 651-256-6006 [email protected] Bruce A Member Since September 2014 Higgins CFP, ChFC, CLU Fax: 651-882-9740 Member Since December 2000 Henriksen Michael 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 Higgins Securian Financial Group 4007 158th Street Urbandale, IA 50323 Educators Financial Services 1950 Northwestern Ave, #106 Stillwater, MN 55082 651-271-5567 [email protected] Fax: [email protected] Jay Ameriprise Financial Services 1930 Premier Drive Mankato, MN 56001 507-625-9050 [email protected] Jacquelyn A Fax: 507-625-4496 Member Since April 1993 Herbeck David J Member Since January 2014 May 1, 2015 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 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] Member Since January 2006 MT Member Since April 2015 Hinds CFP W Fax: Member Since April 2015 Henry T CFP/CLU/MBA/ChFC John J Member Since March 2006 R 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 Minnesota Chapter Page 24 MEMBERSHIP DIRECTORY - Minnesota Hoffman Ameriprise Financial Services 2774-C Commerce Dr NW Rochester, MN 55901 507-322-3646 [email protected] Michael G Horsch Carl US Bank 800 Nicollet Mall, BC-MN-H16D Minneapolis, MN 55402 612-303-4625 Fax: [email protected] CFP, CRPC Fax: 866-944-9618 CFP Member Since November 2003 Hoffmann Carlson Capital Management 11 Bridge Square Northfield, MN 55057 507-321-4004 [email protected] Adam Houle CFP Fax: 507-645-6408 Member Since March 2012 Hohn Cahill Financial Advisors, Inc. 7300 Metro Blvd. Suite 625 Edina, MN 55439 952-926-1659 [email protected] Member Since April 2012 Nicholas Nicholas House Coyote Financial Inc. 28039 N 95th Street Scottsdale, AZ 85262 480-905-3260 [email protected] CFP Fax: 952-926-0633 John Genell E Fax: 612-347-7801 Member Since June 1995 Hoversten Wells Fargo Advisors, LLC CFP 7900 Xerxes Ave S, #1000; MAC: N9307-101 Bloomington, MN 55431 612-667-1645 Fax: 612-316-1155 [email protected] Kim Ameriprise Financial 35 Ameriprise Financial Center Minneapolis, MN 55474 Fax: [email protected] Member Since April 2005 Holsten 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 Holty Stephen McGladrey Wealth Management LLC CFP/CTFA 310 S Broadway, Ste 300 Rochester, MN 55904 507-226-0412 Fax: 507-288-5448 [email protected] Investment Planning Asset Management Estate Planning Holupchinski W Member Since October 2012 Hovgaard Abra Edward Jones CFP 801 Pine Street Hastings, mn 55033 218-310-8655 Fax: 888-279-0506 [email protected] Member Since June 1998 A Member Since July 2014 Huang Member Since June 1982 Peter Fang Echo Wealth Management, LLC CPA, CFP 3033 Campus Drive, Suite W120 Plymouth, MN 55441 763-432-7875 Fax: 763-374-6042 [email protected] Asset Management Comprehensive Financial Planning Fin'l Plng for Executives & Professional Hubers CliftonLarsonAllen Wealth Advisors, LLC 220 S 6th Street #300 Minneapolis, MN 55402 612-376-4593 Fax: [email protected] Ameriprise Financial 715 Old Highway 8 NW New Brighton, MN 55112 651-635-1715 [email protected] Member Since January 2014 May 1, 2015 A CFP, CHFC Member Since January 2010 Hollahan J 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 Minnesota Chapter Marcus Echo Member Since January 2002 A CFP Fax: 651-638-0791 Member Since January 2008 Page 25 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 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 Iatic ActiFi, Inc. 3030 Harbor Lane, #216 Plymouth, MN 55447 763-550-0111 [email protected] Fax: Member Since January 1997 Roger Member Since April 2015 Imholte Ameriprise Financial, Inc. 8325 Wayzata Blvd Suite 100 Golden Valley, MN 55426 952-920-2638 ext 601 [email protected] CFP/CLU/ChFC Fax: 239-389-7423 Hughes Oleg Nancy CPCC Fax: Member Since October 1996 Christina N.J. Member Since March 2005 Infante Tufford Hughes & Associates CFP 3300 Edinborough Way, #550 Edina, MN 55435 612-313-7477 Fax: 612-313-7552 [email protected] Fure Financial 8500 Normandale Blvd., #950 Bloomington, MN 55437 952-944-8250 [email protected] Rachel CFP Fax: Member Since August 2004 Hukriede Heidi Member Since February 2010 Ingebritson Stonebridge Capital Advisors CFA 2550 University Avenue West, #180S St Paul, MN 55114 651-251-1004 Fax: 651-251-1010 [email protected] Prepare + Prosper 3204 Colfax Avenue South, #1 Minneapolis, MN 55408 952-412-5788 [email protected] Cally Fax: Member Since February 2006 Hume Ronald C. Member Since March 2014 Isaacson Stonebridge Capital Advisors, LLC 2550 University Avenue West, #180S St Paul, MN 55114 651-251-3634 Fax: 651-251-1010 [email protected] Susan Pakola Steichen & Co 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 October 2007 Humphrey Thomas F Member Since October 1996 Jackson Ameriprise Financial Services CFP First National Bank Bldg 190-2nd Ave SW Milaca, MN 56353 320-983-1331 Fax: 320-983-2341 [email protected] Transamerica Annuities 16688 Eagleview Place Lakeville, MN 55044 612-406-5795 [email protected] Jeremy Fax: Member Since September 2002 Huston Elise Member Since February 2013 Jacobson Flourish Wealth Management, Inc. 3300 Edinborough Way, Ste 420 Edina, MN 55435 952-392-4474 Fax: [email protected] Member Since September 2014 May 1, 2015 A 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 Joern Ameriprise Financial Services 225 S 6th Street, Suite 250 Minneapolis, MN 55402 612-746-5300 [email protected] CFP Fax: 952-894-0217 Member Since June 1998 Mark CRPC Fax: 612-671-4749 Member Since March 1995 Jarvis 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 PCG Agencies 119 14th Street NW, Suite 300 St Paul, MN 55112 651-605-2751 [email protected] Craig J Member Since October 2014 Johnson Elyse Ameriprise Financial Services 10405 Sixth Avenue N #200 Plymouth, MN 55441 763-525-0258 [email protected] Asset Allocation Retirement Planning Estate Planning Curtis Aurochs Financial Group 4400 Minnetonka Blvd, Apt 15 St Louis, MN 55416 952-797-2945 [email protected] Fax: 763-525-0372 Member Since August 1993 Daniel Fax: Member Since April 2013 Jensen Scott Member Since January 2011 Jenson 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 May 1, 2015 Member Since April 2013 Johnson 6964 Sunset Ave Lino Lakes, MN 55014 612-347-8630 Fax: [email protected] C Ameriprise Financial Services 7601 France Avenue S #550 Edina, MN 55435 952-857-1264 [email protected] Retirement Planning Estate Planning Investment Planning Johnson Member Since May 2002 D CFP CPA Johnson Azure Wealth Management CFP, ChFC, CLU 223 Walnut Street St Paul, MN 55102 218-590-8513 Fax: [email protected] M Fax: Member Since November 2007 Member Since January 2006 Jensen Member Since January 2011 Johnson Thrivent Financial for Lutherans CFP 10900 Wayzata Blvd., #220 Hopkins, MN 55305 952-229-5016 Fax: 763-546-1162 [email protected] W CFP Daryl L CFP Fax: 952-837-1133 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 Minnesota Chapter Page 27 MEMBERSHIP DIRECTORY - Minnesota Johnson Eric Eric B. Johnson Financial Advising 923 Martin Street Fairmont, MN 56031 507-238-1926 Fax: [email protected] B Jones CFP Member Since April 2007 Johnson Jerry Thrivent Financial CFP 3918 West 49 1/2 Street Edina, MN 55424 952-358-3456 Fax: 952-358-3444 [email protected] Investment and Asset Management Insurance Retirement Planning Johnson Joel L Jones Member Since October 1998 B Ameriprise Financial 8719 Flamingo Drive Chanhassen, MN 55317 952-368-7370 [email protected] Kristin Allianz Life 5701 Golden Hills Dr Minneapolis, MN 55416 763-765-6469 [email protected] CFP Member Since September 2006 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 Jones Diversified Brokerage Services, Inc. CLU, LUTCF, ChFC 5501 Excelsior Blvd Minneapolis, MN 55416 952-697-5000x222 Fax: 952-697-5002 [email protected] Business Planning Member Since Estate Planning Insurance April 2005 Johnson 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 CFP, JD, MBA Member Since November 2000 Nancy Fax: Member Since June 2002 Jones Vincent RBC Wealth Management 1420 London Road Duluth, MN 55811 CFP Fax: Fax: [email protected] Member Since July 2009 Johnson Sandra S Johnson Wanda C Ty Member Since September 2013 May 1, 2015 Ameriprise Financial 3820 Cleveland Ave. N, Ste 500 Arden Hills, MN 55112 Fax: 651-233-5904 [email protected] D Member Since March 1996 Richard CFP Member Since June 2013 Juilfs Fax: 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. 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 Member Since January 2014 Jordahl 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 The Johnston Group 121 S 8th St, #1111 Minneapolis, MN 55402 612-337-5030 [email protected] E CFP Cathy 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 Minnesota Chapter Page 28 MEMBERSHIP DIRECTORY - Minnesota Jungquist David Octagon Financial 1650 W. 82nd Street, #850 Minneapolis, MN 55431 952-885-2728 Fax: [email protected] Kelzenberg Todd Member Since June 2013 Kahle Roger E Member Since June 1999 Access Financial Services Inc 1650 W 82nd Street #850 Minneapolis, MN 55431 952-885-2734 [email protected] Stephen Member Since January 2008 Kenworthy Raymond James Financial Serv, Inc. CFP 330 North Main Street Austin, MN 55912 Fax: 507-437-6114 507-437-8581 [email protected] Kairies E Source Advisors, LLC 333 S 7th St., Ste 3060 Minneapolis, MN 55402 612-371-0590 [email protected] Investment Management Wealth Counseling Charitable Giving Paul Ameriprise Financial Services 3934 Alabama Ave St Louis Pk, MN 55416 612-671-8973 [email protected] Fax: 952-885-0995 Fax: Member Since September 1972 Ruth Sara Fax: 612-671-4749 Member Since February 2012 Karpinsky 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] Member Since January 1994 Kiefer CFP J 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 Kincade Robert Member Since August 1996 Scott A Andrew Riverbridge Partners 80 S 8th Street, 1200 IDS Center Minneapolis, MN 55402 612-904-6225 Fax: [email protected] Fax: A CFP Member Since January 2013 King Ameriprise Financial 626 Ameriprise Fin'l Ctr, H07/626 Minneapolis, MN 55474 612-671-4195 Fax: 612-671-7432 [email protected] Waddell & Reed 3601 Minnesota Dr, #550 Bloomington, MN 55435 952-884-1503 [email protected] Member Since August 2008 May 1, 2015 Member Since October 1992 Member Since February 2003 King CFP Marcy J Stonebridge Capital Advisors 2550 University Avenue W #180S St Paul, MN 55114 651-251-1007 Fax: 651-251-1010 [email protected] Member Since May 2011 Keckler A CFP Member Since February 1984 Cornerstone Wealth Advisors 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900 Fax: [email protected] R MBA Kersten CLU ChFC Kantor J AdvisorNet Financial 701 Fourth Avenue South #1500 Minneapolis, MN 55415-1600 612-436-3788 Fax: [email protected] ChFC, CLU, CMFC Minnesota Chapter Peter H CFP Fax: Member Since January 2006 Page 29 MEMBERSHIP DIRECTORY - Minnesota 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 Kley Member Since July 2000 W John Paragon Insurance Group 431 S 7th Street, #2480 Minneapolis, MN 55415 612-338-9179 Fax: [email protected] Member Since October 1984 Ann Member Since July 2014 Klosterman Member Since December 2005 Full Circle Financial 300 First Ave NW, #300 Rochester, MN 55901 800-323-9171 [email protected] Member Since October 2012 Klinkenberg Accredited Investors CFP 3234 Cavell Ln St Louis Park, MN 55426-3715 952-841-2238 Fax: 612-671-4749 [email protected] Klee Jason Carlson Capital Management CFPr, AIFr, MBA 1700 W. 82nd Street, Suite 110 Bloomington, MN 55431 952-230-6705 Fax: 952-230-6710 [email protected] CIMA, MBT Szablis 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 James Heritage Wealth Architects 408 St. Peter Street, #444 St Paul, MN 55102 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 Stephen J Member Since January 2013 Knapp, Jr. William Member Since June 1988 B. Member Since August 2000 Knutson Gerald Fax: Rebecca 121 Washington Ave S, #1206 Minneapolis, MN 55401 612-201-3759 [email protected] Asset Management Trusts Investment Planning Kobs Accredited Investors CFP 5200 W 73rd Edina, MN 55439 952-841-2229 Fax: 952-841-2223 [email protected] Fax: Member Since September 1983 Michael R MRK Financial Solutions, Inc. 3020 Harbor Lane N Plymouth, MN 55447 763-541-8400 Fax: 763-541-8404 [email protected] General Financial Planning Member Since May 2014 May 1, 2015 L CFP CFA Member Since March 2015 Klevan F Ameriprise Financial Services CFP/ChFC 7701 France Ave South ste 475 Edina, MN 55435 952-841-8117 Fax: 952-841-8150 [email protected] CFP 1133 W River St Monticello, MN 55362 612-295-2161 S CFP Member Since January 2013 Klein Member Since June 1986 Fax: [email protected] Fax: Klefsaas J Minnesota Chapter Member Since March 1998 Page 30 MEMBERSHIP DIRECTORY - Minnesota 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 Kostick Brian 3524 26th Ave S Minneapolis, MN 55406 612-987-8903 [email protected] Fax: 612-347-7983 Fax: Member Since January 1996 Koch Dennis A Kolkman Aaron Boulevard Wealth Management 11995 Singletree Lane #240 Eden Prairie, MN 55344 877-664-2583 Fax: [email protected] Kowalik & Associates 1621 Fourth Avenue North Sauk Rapids, MN 56379 320-257-8888 [email protected] Retirement Planning Estate Planning Naomi Jim Fax: 320-257-4999 Member Since December 1998 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 Investment Centers of America 1782 Bishop Ave NW Buffalo, MN 55313 612-718-8514 Fax: [email protected] Ameriprise Financial Services 329 North Main Street #201 Austin, MN 55912 507-437-3523 [email protected] Randall Brian L Jonathan Leslie Fax: Member Since May 2010 Krieger RSM McGladrey, Inc. 227 W First St, #700 Duluth, MN 55805 1244 Berkeley Avenue St. Paul, MN 55105 612-716-5766 [email protected] Fax: [email protected] Patrick Fax: Member Since April 2011 Kopischke UBS 16992 Saddlewood Trail Minnetonka, MN 55345 612-702-9470 [email protected] David P Member Since January 2015 Krieger Accredited Investors, Inc. 5200 West 73rd Street Edina, MN 55439 952-841-2234 [email protected] CFP Fax: Member Since July 2006 May 1, 2015 D CFP Member Since July 2005 Kooi J Member Since February 2001 JD Kreps Financial Group 309 Lakeland Drive SE, Unit 2 Willmar, MN 56201 320-235-8065 [email protected] Fax: 612-313-7560 Member Since August 1985 Fax: 507-433-5299 Kreps ChFC E CFP, ChFC, CLU Member Since July 2014 Kompelien A CFP/JD/CLU/ChFC Kramer CFP, AAMS Member Since May 2011 Komoszewski Member Since December 2006 Kowalik 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 Ensemble Planning, LLC 5001 Chowen Avenue South Minneapolis, MN 55410 612-978-1911 [email protected] F CFP, CFA Minnesota Chapter Rebecca M CPA, CFP Fax: 952-841-2234 Member Since February 2005 Page 31 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 Krogh Ameriprise Financial 2355 Hwy 36 W, Suite 400 Roseville, MN 55113 651-251-6990 [email protected] Elizabeth Kumagai Fax: Member Since June 2013 Krubsack Ellan Kunkel Fure Financial 8500 Normandale Lake Blvd., #950 Bloomington, MN 55437 952-944-8250 Fax: [email protected] 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 SII Investments, Inc 2407 109th Ave NE Blaine, MN 55449 763-205-2664 [email protected] Timothy Margaret Fax: 507-235-5873 1350 Douglas Drive N., # 215 Golden Valley, MN 55422 763-232-9827 [email protected] Fax: Member Since August 2007 Krusic Member Since February 1998 Kuntz JD, LLM, CFP Tyler 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 Wipfli Hewins Investment Advisors 8665 Hudson Boulevard North, #200 Lake Elmo, MN 55042-8702 651-766-2875 Fax: [email protected] Focus Financial Network 731 Bielenberg Drive, Ste 105 Woodbury, MN 55125 651-233-2111 [email protected] Debra Lifestage Wealth Management 11100 Wayzata Blvd #510 Minnetonka, MN 55305 763-542-8884 [email protected] Retirement Planning Asset Management Investment Planning Bruce Member Since April 2002 Jason Member Since May 2014 Kuenster Kevin M May 1, 2015 Mary 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 Laberge 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 M. Fax: 612-455-0449 Kusske Financial Management Adv CFP 11986 Portland Ave S Burnsville, MN 55337 952-895-6963 Fax: 952-895-0718 [email protected] Retirement Planning Elder and Long-Term Care Planning Life Planning Kvilhaug Fax: Member Since August 2004 Member Since March 2006 Kusske Fax: 763-542-8821 Kuehn Nationwide Financial 3820 Grand ways, #421 St Louis Park, MN 55416 612-790-8115 [email protected] C CFP A CFP Member Since October 2014 Kuehl A CFP Member Since June 2013 Kruse Member Since July 1998 Laberge Legacy Law, PLLC 1100 IDS Center, 80 S 8th Minneapolis, MN 55402 763-257-3574 [email protected] Minnesota Chapter Andre B Member Since March 1999 H Member Since March 1999 S Fax: 612-536-9387 Member Since September 2000 Page 32 MEMBERSHIP DIRECTORY - Minnesota Lack Lee Anne Laurion Central Lutheran Church Foundation CFP 333 South Twelfth St Minneapolis, MN 55404 612-767-9240 Fax: 612-870-0417 [email protected] Member Since January 2008 Lage Gary Proequities, Inc 47 N Broadway, PO Box 647 Pelican Rapids, MN 56572 B Lawien CFP Fax: Retirement Planning Investment and Asset Management Insurance Laner Member Since May 2005 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 Langva WorkOptional, Inc. 3360B Annapolis Lane North Plymouth, MN 55447 952-475-7000 [email protected] Marc David I 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] Jill D 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 Covenant Trust Company 240 Spring St, Unit 315 St Paul, MN 55102 877-222-3960 [email protected] Larsen IBM 18502 587th Lane Mankato, MN 56001 507-245-3558 [email protected] J Kevin CFP Fax: Member Since June 2011 Lawson CFP Member Since March 2007 Kevin Robert Larson Financial Services, Inc. 7900 Xerxes Ave S, Ste #920 Bloomington, MN 55431 952-345-8005 [email protected] Leach James A First Command Financial Planning 2950 Metro Suite 314 Bloomington, MN 55424 952-851-3071 Fax: [email protected] Fax: Craig Member Since September 2006 Leach Educator's Financial Services 175 Engelwood Road Clearwater, MN 55320 320-558-2955 [email protected] Fax: 952-449-4419 Member Since February 2013 May 1, 2015 P Private Client Reserve at U.S. Bank CPA, CFP, MBA 3307 Katie Lane Arden Hills, MN 55112 Fax: 612-303-3630 612-303-4254 [email protected] Estate Planning Member Since Comprehensive Financial Planning Investment and Asset Management February 2001 Member Since September 2014 Larson B. Member Since July 2008 Member Since March 2007 LaPean Member Since May 2002 Fax: 320-693-9199 Lawson Fax: 952-475-7001 P CFP Member Since April 1992 CFP C Ameriprise Financial Services CFP 7601 France Avenue South, Suite 300 Edina, MN 55435 952-857-1227 Fax: 952-837-0100 [email protected] Asset Management Member Since Charitable Giving Retirement Planning November 1992 Minnesota Chapter Michael E Fax: 320-558-2955 Member Since February 2013 Page 33 MEMBERSHIP DIRECTORY - Minnesota Lear Steven M Lelen Affiance Financial LLC ChFC CLU 600 South Highway 169, #1950 Minneapolis, MN 55426 952-253-2564 Fax: 952-544-5524 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning November 1982 Ledermann Jason Member Since January 2012 Mark Brian CFP Fax: Member Since July 2010 Lenander Waddell & Reed 3601 Minnesota Drive, Suite 550 Bloomington, MN 55435 952-884-1503 Fax: 952-884-9053 [email protected] Ledson Accredited Investors, Inc. 5200 W 73rd St Edina, MN 55439 952-841-2247 [email protected] A 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 Wealth Enhancement Group CFP, CRPC 505 N Hwy 169, #900 Plymouth, MN 55441 763-417-1430 Fax: 763-417-1431 [email protected] Douglas 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 S Fax: 952-953-4585 Member Since June 1997 D 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 Liang CTB Financial Services, Ltd. 5811 South Cedar Lake Rd St Louis Park, MN 55416 952-546-5456 [email protected] CFP Fax: 763-657-2406 Jonathan CFP Fax: Member Since July 2002 Leiendecker Terry P. Member Since March 2006 Libbe Ameriprise Financial CFP, ChFC 7760 France Ave. S, #1080 Bloomington, MN 55435 952-857-1439 Fax: 952-835-6889 [email protected] Katie Allianz Life Insurance Company 5701 Golden Hills Minneapolis, MN 55416 763-765-2834 Fax: 763-765-2834 [email protected] Member Since January 2014 Leighton Paul J Member Since September 2013 Light 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 May 1, 2015 A Member Since October 2004 Levin ChFC Thomas Member Since August 1994 Think2Perform CFP 706 Second Ave. S., Suite 271 Minneapolis, MN 55402 612-843-5001 Fax: 612-671-5108 [email protected] Member Since October 1998 Lee A Light Financial Services 1220 Main Ave, Suite 225 Fargo, ND 58103 701-492-5106 [email protected] Asset Management Investment Planning Retirement Planning Minnesota Chapter Paul A CFP Fax: 701-492-5101 Member Since May 1999 Page 34 MEMBERSHIP DIRECTORY - Minnesota Lindell Charles Schwab & Co 130 Lake Street W Wayzata, MN 55391 612-229-2955 [email protected] Andrew Lucey Joseph Secured Retirements Advisors, LLC CFP 5775 Wayzata Blvd., #830 St Louis Park, MN 55416 952-460-3260 Fax: 952-460-3261 [email protected] CFP Fax: Member Since May 2013 Link Christopher Moquist Thorvilson Kaufmann Kennedy &CFP, Pieper 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 Lipinski M Member Since September 2007 Ludwig Ludwig Financial Group 110 Bank Street SE, Suite 602 Minneapolis, MN 55414 612-379-7773 [email protected] Peter Fax: 612-379-7781 Member Since March 2003 Jeremy Member Since August 1992 Lueneburg Lifelong Wealth Inc. CFP 701 4th Avenue South, Suite 1700 Minneapolis, MN 55415-1818 612-349-6400 Fax: 612-339-5344 [email protected] Nortwestern Mutual 1633 East River Parkway Minneapolis, MN 55414-3627 651-485-5226 [email protected] Eric Fax: Member Since June 2010 Locke Edward Jones 1665 West County Rd C Roseville, MN 55113 651-636-4348 [email protected] Julian Fax: 877-341-4751 Member Since November 2011 Longo 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 George M Keith Member Since August 1998 A 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 A Ameriprise Financial 4840 Clearwater Circle Savage, MN 55378 612-678-4650 [email protected] Jerry A Member Since April 2000 B Member Since March 1993 M CFP Fax: 612-671-7432 Member Since March 2006 Lundgren 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 May 1, 2015 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 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 2012 Luing CRPC, CDFA J CFP 4737 County Road 101, #215 Minnetonka, MN 55345 612-250-9635 [email protected] Minnesota Chapter Art Fax: Member Since November 2013 Page 35 MEMBERSHIP DIRECTORY - Minnesota Lyders Randi Ameriprise Financial Services Bloomington, MN 952-841-6500 [email protected] Retirement Planning Disability Insurance Life Insurance L Maier Kate Wealth Enhancement Group CFP 505 North Highway 169, 900 Plymouth, MN 55441 763-417-1678 Fax: 763-417-1679 [email protected] CFP Fax: 952-841-6535 Member Since June 1994 Lynn Jonathan Member Since January 2014 Malik-Das Stonebridge Capital Advisors 2550 University Ave. W, Suite 180S St Paul, MN 55114 651-251-3633 Fax: [email protected] Nitya JNBA Financial Advisors 8500 Normandale Lake Blvd, Suite 450 Bloomington, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Member Since January 2011 Maas Kevin Member Since January 2014 Manchester Pohl Consulting and Training 1612 Blackberry Circle Sartell, MN 56377 Jonathan Nelson Capital Mgmt / Wells Fargo 90 S 7th St Minneapolis, MN 55402 612-667-8630 Fax: [email protected] Fax: [email protected] CFP, CFA Member Since April 2013 MacDonald Brian C Mans 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 JRA Financial Advisors 7373 Kirkwood Court #300 Minneapolis, MN 55369 763-315-8000 [email protected] Melissa R Fax: 612-315-8040 Member Since April 1999 Ameriprise Financial 2164 Sycamore Trail Woodbury, MN 55125 612-678-5834 [email protected] AKM Advisory, LLC 5200 Willson Road, Suite 150 Edina, MN 55424 612-360-4463 [email protected] Adam CFP Fax: Member Since May 2012 Marquez CRPS, CRPC Maggard Member Since August 2007 Richard PCG Agencies, Inc. 119 14th Street NW, #300 St Paul, MN 55112 651-605-2747 [email protected] Insurance Risk Management Real Estate Michelle CIC, CPCU Fax: 763-746-8625 Member Since May 2006 Marshall Bill CFP 1851 E Hwy 169 Grand Rapids, MN 55744 218-322-2380 [email protected] Fax: Fax: Member Since February 2013 Mahoney 360 Financial 11100 Wayzata Blvd, Ste 360 Minnetonka, MN 55305 952-595-5548 [email protected] Daniel J. Member Since January 2014 Martin Accredited Investors 176 Windsor Ct New Brighton, MN 55112 612-747-8064 [email protected] CFP Fax: 936-952-4848 Member Since February 2006 May 1, 2015 Minnesota Chapter Brian CFP Fax: Member Since November 2009 Page 36 MEMBERSHIP DIRECTORY - Minnesota Martinek Benjamin Mayrand Thrivent Financial 600 S 2nd Street, Ste 155 Bismarck, ND 58504 Fax: [email protected] Member Since July 2013 Mason Northwestern Mutual 5201 Eden Ave, #200 Minneapolis, MN 55436 952-698-7037 [email protected] Daniel McConnell CFP Fax: Member Since June 2014 Mastel 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 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 Mauer-Tonn L A Member Since March 2000 McCready A McNeil S Member Since May 1999 Donald Heley, Duncan & Melander, PLLP 8500 Normandale Lake Blvd, Ste 2110 Minneapolis, MN 55437 952-841-0206 Fax: [email protected] J Member Since December 2012 McTeague 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 Jason Meath Financial Group 701 Fourth Ave S, Suite 1500 Minneapolis, MN 55415 612-347-8637 [email protected] Fax: P Member Since August 2006 Meath CFP Sean Securian CFP 400 North Roberts St, Mail Stop A5-4520 St Paul, MN 55101 651-665-4520 Fax: 651-665-3565 [email protected] Member Since January 2012 May 1, 2015 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 Member Since November 1983 May L JD/CMFC Member Since September 2003 Member Since October 1997 Daniel D Eagan, MN 952-835-9000 Fax: 952-835-4702 [email protected] General Financial Planning Fax: May AdvisorNet Financial, Inc. 701 4th Ave S, #1500 Minneapolis, MN 55415 612-347-8600 [email protected] Donald Planners Financial Services, Inc CFP 248 Diana Drive Alamo, TX 78516 651-900-0812 [email protected] Asset Management Investment Planning Retirement Planning Michael Member Since September 2008 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 CFP Kathleen 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 Minnesota Chapter Robert J Fax: 612-347-7839 Member Since April 1997 Page 37 YOUR CLIENTS EXPECT THE BEST— YOU SHOULD, TOO. 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CS09602-69 (1212-8333) ADP71732ACHO (04/13) MEMBERSHIP DIRECTORY - Minnesota Meilahn Joni US Bancorp Investments 60 Livingston Avenue, EP-MN-WS4M St Paul, MN 55107 651-466-6330 Fax: [email protected] L Menzel CFP Member Since May 1983 Meints Pathway Financial Advisors 7760 France Ave S, #1163 Edina, MN 55435 952-593-9945 [email protected] Robert Thomas Mertens Kristi BCU Investment Advisors CFP Target Credit Union, 1000 Nicollet Mall Dr Minneapolis, MN 55403 320-237-3811 Fax: [email protected] CRPC, RFC Fax: 952-545-8500 Member Since August 2013 Meisler Seth Affiance Financial 600 Highway 169 South, #1950 St Louis Park, MN 55426 952-253-2584 Fax: [email protected] Member Since August 2009 Mertz Mertz Wealth Strategies, Inc. 8100 Penn Ave S, Suite 175 Bloomington, MN 55431 952-831-5660 [email protected] CPA James Fidelity Investments 11450 Wayzata Blvd. Minnetonka, MN 55305 952-252-3880 x75203f [email protected] Patricia Fax: 952-835-8555 Melander Ameriprise Financial Services 3900 North Woods Drive #150 Arden Hills, MN 55112 651-765-7035 [email protected] Retirement Planning Tax Planning Investment Planning Menard Fax: Member Since May 2008 Jon J Bradley Member Since May 2012 Metzig L Brittany Meristem 601 Carlson Pkwy, Ste 800 Hopkins, MN 55305 952-405-7959 [email protected] Fax: 651-494-9768 Brent CFP Fax: Member Since January 1995 Dana J 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 Meyer CFP Member Since April 2012 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] Fure Financial 8500 Normandale Lake Blvd, #950 Bloomington, MN 55437 952-944-8250 Fax: [email protected] Member Since January 2014 May 1, 2015 Michael Schubert, Kumagai & Associates CFP 8325 Wayzata Blvd, #100 Golden Valley, MN 55426 763-543-5150 Fax: 763-525-0372 [email protected] Boulay Financial Advisors, LLC 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 Member Since March 2006 Metzger CFP ... R CFP Member Since April 2008 Meland L 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 Minnesota Chapter Grant CFP Member Since February 2010 Page 38 MEMBERSHIP DIRECTORY - Minnesota Meyer 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 Keith Meyers, Inc 319 Main Street West Cannon Falls, MN 55009 507-263-4830 [email protected] T Miller Mark Member Since June 1999 Keith Member Since June 2013 Miller Richard Member Since October 2014 Telos Consulting 7 Ridge Road North Oaks, MN 55127 651-481-0508 [email protected] Estate Planning Retirement Planning Tax Planning Ramona M Member Since April 2002 Miller University of Minnesota Duluth 826 E 6th St Duluth, MN 55805 612-963-1391 [email protected] CFP Fax: 651-481-0561 Tara Fax: Member Since February 1993 Milbrath David Investment Centers of America 101 North Marshall Springfield, MN 56087 507-723-4811 Fax: [email protected] Member Since September 2014 Mills Jordan Amber Member Since April 2015 Joseph 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 Miller US Bank 6112 Ashmont Lane Glen Allen, VA 23059 612-303-9375 [email protected] M Minder Narusiewicz, Inc. 720 Main St, #209 Mendota Heights, MN 55118 651-209-7699 [email protected] Qualified Plans Retirement Planning Asset Management Minsker BCI Wealth Management 2422 E 117th St , Suite A Burnsville, MN 55337-1227 952-646-2491 [email protected] Gary Joseph Fax: 651-209-3173 Member Since May 1994 Barry CFP Fax: 612-435-0030 Member Since April 2012 Minton III CFP Fax: R CLU ChFC Member Since January 2006 Member Since February 2015 May 1, 2015 Member Since July 2013 Minder The Planning Center, Inc. 7084 E Fish Lake Rd Maple Grove, MN 55311 763-494-0095 Fax: [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] CFP Member Since October 1999 Miller R. Compass Private Wealth Consulting, LLCCFP, CPA/PFS 15256 Fairway Heights Road NW Prior Lake, MN 55372 612-309-3018 Fax: [email protected] Fax: Michaels N North Oaks Financial Services, Inc. CFP, MSFS 4 Bent Tree Lane North Oaks, MN 55127 651-998-9822 Fax: 651-230-3516 [email protected] 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 Minnesota Chapter Member Since August 1989 Page 39 MEMBERSHIP DIRECTORY - Minnesota Moehring Thrivent Finacial for Lutherans 11990 Aberdeen St NE, #4 Blaine, MN 55449 763-862-2885 [email protected] Jason Mooreland James JM Financial Consulting 8362 Tamarack Village, #119-265 St Paul, MN 55125 651-705-5847 Fax: [email protected] CFP Fax: 763-862-4903 CFP Member Since June 2011 Moen 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 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 Moltaji Metlife 301 Carlson Parkway, Suite 300 Minnetonka, MN 55305 952-769-2126 Fax: [email protected] Mortenson Thrivent Financial for Lutherans 7760 France Avenue S., Suite 710 Edina, MN 55435 952-475-9700 Fax: [email protected] Greg Capstone Advisory Group 7650 Edinborough Way, Suite 770 Edina, MN 55435 952-562-2444 Fax: [email protected] Member Since October 1982 C Member Since July 2011 Moss Member Since June 1995 Roya JRA Financial Advisors 7373 Kirkwood Court #300 Minneapolis, MN 55369 763-315-8000 [email protected] Investment Planning Asset Allocation Estate Planning Katherine Chris Fax: 763-315-8040 Member Since May 1995 Patrick Arete Weath Strategies 1909 River Terrace Minneapolis, MN 55414 415-375-0850 [email protected] Ashley CFP Fax: Member Since November 2014 Moore Amanda Member Since June 2014 Moore Member Since August 2009 Murphy Cornerstone Wealth Advisors 5201 Eden Ave South, Suite 135 Edina, MN 55436 952-920-3900 Fax: [email protected] Kyle Larson Allen Financial, LLC 2411 N. Hillcrest Parkway Altoona, WI 54720 715-852-1146 [email protected] Member Since February 2013 May 1, 2015 Michael Ameriprise Financial Services CFP 3900 Northwoods Drive #150 Arden Hills, MN 55112 Fax: 651-494-9768 651-765-7041 [email protected] Retirement Planning Investment Planning General Financial Planning Murr Pitzl Financial 3900 Northwoods Drive, Ste #240 Arden Hills, MN 55112 Fax: 651-287-3712 [email protected] 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 Murphy CFP L CFP/CFS/REG PRIN Moyneur CFP, ChFC Member Since April 2009 Mongeon Member Since October 2012 Minnesota Chapter Donna A Member Since May 1996 J CFP Fax: 715-852-1101 Member Since August 2001 Page 40 MEMBERSHIP DIRECTORY - Minnesota Murray Fiduciary Counselling, Inc. 30 East Seventh Street, #2000 St Paul, MN 55101 651-215-4424 [email protected] Luke J Nelson Lawing Financial 1905 Wayzata Blvd, Suite 230 Wayzata, MN 55391 952-767-3021 [email protected] CFP Fax: Clint Fax: Member Since October 2008 Myers Arlene A Myrum Jeremy Wealth Enhancement Group 505 N Highway 169, Ste 900 Plymouth, MN 55441 763-417-1636 Fax: [email protected] Member Since January 2013 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 Joseph Stewardship Investments, LLC 24414 Daniel Lake Drive Bagley, MN 56621 218-785-2962 [email protected] Joseph CFP Fax: Member Since January 2015 Nahlovsky ActiFi, Inc 3030 Harbor Lane, #2161 Plymouth, MN 55447 763-550-0111 [email protected] Mark Member Since April 2015 Nakashima Innovate Financial, Inc. 6701 Penn Avenue, Suite 200 Richfield, MN 55423 612-824-1107 [email protected] Member Since September 2013 Nelson Fax: Michael Matthew 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 8151 33rd Ave S, Unit 602 Bloomington, MN 55425 651-452-4331 [email protected] Fax: 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 Naylon Member Since June 2001 Matthew Fax: Member Since January 2015 Nelson Mitchell MyDisabilityPlans, LLC 6465 Wayzata Boulevard, Suite 920 Minneapolis, MN 55426 952-224-5400 x206 Fax: [email protected] Member Since May 1999 Marco Member Since February 2012 Nelson PO Box 10605 St. Paul, MN 55110 Fax: [email protected] Member Since October 2014 May 1, 2015 D CFP Member Since March 2014 Nall 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 Nelson CFP N 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 Minnesota Chapter D Member Since April 1997 Page 41 MEMBERSHIP DIRECTORY - Minnesota Nelson AJW Financial 11258 Cedar Pointe Drive South Minnetonka, MN 55305 952-405-2000 Fax: [email protected] Scott Nies CFA, CFP Member Since June 2009 Nelson Stacey M KDV Wealth Management 220 Park Ave S St Cloud, MN 56302 320-258-3533 [email protected] Retirement Planning Asset Management Estate Planning Noel Birchwood Financial Partners 3300 Edinborough Way, Ste 610 Edina, MN 55435 952-767-1214 Fax: [email protected] Royce Fax: 320-258-3513 Member Since June 1982 Kathryn Access Financial Services, Inc. CFP 1650 West 82nd Street, Suite 850 Minneapolis, MN 55431-1460 952-885-2719 Fax: 952-885-0995 [email protected] Member Since September 2013 Nelson Terry Hometown Financial Planning MS, CFP 1957 Lake Street Roseville, MN 55113 651-638-9428 Fax: 651-638-9356 [email protected] Asset Management General Financial Planning Nelson W Investors Financial Group 1300 Godward St., Ste 1550 Minneapolis, MN 55413 612-671-4263 [email protected] Newman Debra M Mikael May 1, 2015 Gregory Troy C Member Since March 2007 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 October 1996 C Member Since March 2003 Nordmeier Member Since April 2002 Waddell & Reed CFP/ChMC 2765 Commerce Dr NW, Suite 110 Rochester, MN 55901 507-282-5323 Fax: 507-282-6396 [email protected] Qualified Plans Retirement Planning Mutual Funds Fax: 612-671-9662 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 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 Newman L Member Since June 2003 Nolting Member Since February 2009 Lisa Ardis Member Since March 1994 William Transamerica Financial Advisors 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 Member Since April 2010 Nohner-Black Think Mutual Bank CFP 1698 Greenview Dr SW Rochester, MN 55902 507-285-6306 Fax: [email protected] Nesser N CFP D Norine Member Since June 1999 David 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 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 Minnesota Chapter A Member Since October 1998 Page 42 MEMBERSHIP DIRECTORY - Minnesota Norling Chad O'Hagan Executive Financial Services Inc CFP 4200 W Old Shakopee Road #245 Bloomington, MN 55437 952-884-3326 Fax: 952-884-3327 [email protected] Cash Management and Budgeting Comprehensive Financial Planning Retirement Planning North Brad K Member Since September 2014 Ohe Cahill Financial Advisors 7300 Metro Blvd. Suite 625 Edina, MN 55439 952-926-1659 [email protected] Jeffrey Brad W Fax: 952-926-0633 Member Since May 2005 O'Hearn Dennis John 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 O'Connor Kathleen Adam Smith Advisors 301 Carlson Parkway, Suite 103 Minnetonka, MN 55311 952-253-6016 Fax: [email protected] H. Member Since March 2004 O'Keefe Member Since July 2007 E 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 O'Laughlin 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 O'Fallon Integrated Financial Services PO Box 1021 Willmar, MN 56201 320-214-7837 [email protected] Investment Planning Mutual Funds Retirement Planning May 1, 2015 D Member Since October 2010 Kevin GEN Financial Management, Inc. 10800 Old County Road 15, Suite 200 Plymouth, MN 55441 951-513-1466 Fax: [email protected] CFP CFP, CFS Member Since May 2012 Oeth M Advantage Educational Programs 2115 W 63rd St Richfield, MN 55423 612-798-5851 Fax: [email protected] Member Since November 2008 Oberg R CFP Member Since January 2006 Transamerica Retirement Management 408 St. Peter Street, #230 St Paul, MN 55102 651-286-4744 Fax: 800-503-8884 [email protected] Patrick CFP Member Since July 1998 North Star Resource Group CFP 2701 University Avene SE Minneapolis, MN 55414 612-617-6169 Fax: 612-256-3169 [email protected] Catastrophe Planning Retirement Planning Investment Planning Norton Sean The Advocate Group 601 Carlson Parkway Minnetonka, MN 55305 952-693-2630 Fax: [email protected] Member Since April 2007 Oldre Vincent CFP, ChFC, MSFS 14920 Ironwood Ct Eden Prairie, MN 55346 612-840-2229 [email protected] Fax: 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 Member Since July 1983 Minnesota Chapter Cheryl J Fax: 218-741-3110 Member Since June 2007 Page 43 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 Olsen Keystone Wealth Advisors Inc. 33 South 6th St, Suite 4100 Minneapolis, MN 55402 612-465-8119 [email protected] Berthel A Oslund CFP Fax: 952-893-0133 Member Since March 2003 Olson Chad 1 Ostrand Wealth Management Midwest, LLC 20 North Lake St, Ste 310 Forest Lake, MN 55025 651-464-2664 Fax: [email protected] Member Since January 2015 Olson The Advocate Group, LLC 4832 Flag Ave N New Hope, MN 55428 952-693-2630 Fax: [email protected] Elizabeth Brandon 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 E John Private Client Reserve/US Bank 1316 Berwick Lane Mahtomedi, MN 55115 612-303-3232 Fax: [email protected] Asset Management Trusts Estate Planning Ostrem Member Since March 2004 Linda Ameriprise Financial 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-7819 Fax: [email protected] CFP Megan Member Since November 2011 Olson Pedersen 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 Kelly S FPS Financial Inc 919 Old Highway 8 NW New Brighton, MN 55112 651-633-2689 [email protected] Qualified Plans/403(b) Asset Allocation Annuities R CFP Fax: 651-633-2847 Member Since August 1993 Jodee JP Advisors, LLC 100 BridgePoint Dr, #120 South St Paul, MN 55075 651-455-4621 Fax: [email protected] Member Since November 2002 Steve Member Since June 2011 Pagel Northwest Financial Services 3280 Sanctuary Point Fort Myers, FL 33905 239-693-7213 [email protected] Retired Douglas Robert E CFP Fax: 239-693-7213 Member Since January 2008 Member Since August 1985 Park Wells Fargo Home Mortgage 7900 Xerxes Avenue South, Suite 204 Bloomington, MN 55431 612-316-4888 Fax: [email protected] Park Place Wealth Management, LLC 1524 155th Ln NW Andover, MN 55304 Fax: 763-229-7051 [email protected] Member Since April 2014 May 1, 2015 Michael Paape CFP / CDFA 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 Opdyke Member Since August 2004 Ovshak Wipfli Hewins Investment Advisors 7601 France Ave South, Suite 400 Edina, MN 55435 952-548-3321 Fax: [email protected] O CFP Member Since October 2011 Olson P CFP Minnesota Chapter Diane A. CFP, CPA Member Since March 2006 Page 44 MEMBERSHIP DIRECTORY - Minnesota Park Minnesota State University 150 Morris Hall Mankato, MN 56001 507-389-2712 [email protected] Kwang Woo Pehrson Mark Wells Fargo Advisors CFP 80 South 8th Street, 3400 IDS Center Minneapolis, MN 55402 612-340-4504 Fax: 651-298-1633 [email protected] CFP Fax: 507-389-6377 Member Since September 2006 Parnell Paul L Member Since April 2007 Penkwitz Parnell & Associates 683 Bielenberg Drive, Suite 206 Woodbury, MN 55125 651-730-2473x108 Fax: 651-730-5432 [email protected] Randy CPR Wealth Advisors 900 Crestview Dr, #230 Hudson, WI 54016 715-386-1335 Fax: [email protected] Member Since May 2010 Patineau James A Peterson 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 Mark Member Since September 2009 I P.O. Box 6928 Minneapolis, MN 55406 612-865-5781 [email protected] Brenda Fax: Member Since July 2011 Peterson Ameriprise Financial CFP 1795 Ameriprise Financial Center, H23/1795 Minneapolis, MN 55474 612-671-0589 Fax: 612-678-5470 [email protected] Five Star Financial Resources Five Star Financial Resources White Bear Lake, MN 55110 612-812-5277 [email protected] Brian CFP, CRPC, MBA Fax: Member Since February 1985 Patterson Jerome C Peterson Professional Fiduciary Advisers, LLC CFP/CPA 9216 Amsden Way Eden Prairie, MN 55347 612-508-9290 Fax: 952-944-8496 [email protected] Qualified Plans Member Since Retirement Planning Tax Planning September 1985 Pearson Mark Member Since May 2012 W Marketplace Home Mortgage 10160 Foley Bld NW, Ste 200 Coon Rapids, MN 55448 763-235-6300 [email protected] Jon Fax: Member Since January 2015 Petroske Nepsis Capital Management, Inc. 8692 Eagle Creek Cir Minneapolis, MN 55378 952-746-2003 x201 Fax: 952-746-2006 [email protected] Dave Marketplace Home Mortgage, LLC 7380 France Ave S, Ste 200 Edina, MN 55435 952-278-3447 Fax: [email protected] Member Since June 2008 Pechacek CliftonLarsonAllen Wealth Advisors 220 South Sixth St, #300 Minneapolis, MN 55402 608-354-1878 Fax: [email protected] Laura Member Since December 2014 Peyton Member Since April 2015 May 1, 2015 Kelsey The Johnston Group 121 S 8th Street, Suite 1111 Minneapolis, MN 55402 612-719-6303 Fax: [email protected] CFP Minnesota Chapter Member Since March 2012 Page 45 MEMBERSHIP DIRECTORY - Minnesota Picka 13913 Xerxes Ave S Burnsville, MN 55337 612-242-7593 [email protected] Teal Pollard Fax: Member Since January 2015 Pickler PCG Agencies, Inc. 119 14th Street NW, #300 St Paul, MN 55112 651-605-2706 [email protected] John M 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 Polley Bryan Allodium Investment Consultants 500 Washington Ave S, Ste 2015 Minneapolis, MN 55415 612-230-3708 Fax: [email protected] Fax: 763-746-8625 Member Since June 2006 CFP, RFC, CFS Member Since May 2006 Pilacinski The Mutual Fund Store 1960 Donegal Drive, #40 Woodbury, MN 55125 763-494-8889 Fax: [email protected] Darin Member Since January 2010 Pope Laura Member Since August 2010 Pitz John T Transamerica Retirement Management CFP 408 St Peter St, Suite 230 St Paul, MN 55102 651-286-4757 Fax: 800-503-8884 [email protected] CMFC D. Member Since December 2009 Post Ameriprise Financial CFP, ChFC, CLU 551 West 78th Street, #5, POB 820 Chanhassen, MN 55317 952-949-6630 Fax: 952-949-6632 [email protected] State Life Insurance Company 14407 Isanti St NE Ham Lake, MN 55304 877-757-2448 [email protected] Lee R CLU, ChFC Fax: 763-757-2448 Member Since March 2006 Pitzl Joseph Pitzl Financial CFP 3900 Northwoods Drive, Ste #240 Arden Hills, MN 55112 Fax: 651-287-3766 651-287-3712 [email protected] Estate Planning Investment and Asset Management Life Planning Plank Jason D Pratt W CFP Member Since June 2004 T Member Since April 2007 Pratt Steven Financial Designs 7400 Metro Blvd, #223 Edina, MN 55439 952-844-9880 [email protected] Member Since March 2012 David A CFP, CPC, QPFC Fax: 952-844-9969 Member Since September 2012 Prentiss Raymond James Financial Services, Inc.CFP 1905 E. Wayzata Blvd, #155 Wayzata, MN 55391 952-767-1704 Fax: [email protected] May 1, 2015 Bryan Pratt, Kutzke & Associates, LLP 1651 Commerce Dr., #100 Mankato, MN 56003 507-388-0770 Fax: [email protected] 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 Member Since March 2008 Robert N 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 Minnesota Chapter Page 46 MEMBERSHIP DIRECTORY - Minnesota Prescott MRK Financial Solutions 3020 Harbor Ln N Plymouth, MN 55447 763-541-8400 x103 [email protected] Justin Pyne Evergreen Financial Group 708 North First Street, #238 Minneapolis, MN 55401 612-339-5352 [email protected] CFP AIF Fax: 763-541-8404 Jonathan Fax: 612-677-3673 Member Since March 2008 Primeau Bruce A. Member Since August 2012 Quist-Newins Summit Wealth Advocates CFP 5871 Crossandra St SE Prior Lake, MN 55372 612-987-9112 Fax: [email protected] Moneyweave, LLC 5629 Melody Lake Drive Edina, MN 55436 301-676-5484 [email protected] Marketing Mary Fax: Member Since October 2014 Priolo Jaclyn Member Since November 2000 Ragborg Jennifer ACSIA Partners, LLC CFP 15408 Bryant Avenue S Burnsville, MN 55306 952-898-2750 Fax: 952-898-2750 [email protected] 2306 Hoover St Duluth, MN 55811 Fax: [email protected] Member Since February 2013 Prokott 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] Member Since August 2005 Rashid USGA ABC Member Since February 1995 Kosal Alfred Financial Organization Services Inc CFP 701 - 4th Avenue South, Suite 1500 Minneapolis, MN 55415 612-347-8601 Fax: 612-313-7540 [email protected] Investment and Asset Management Retirement Planning Comprehensive Financial Planning Rasmussen Corey Member Since July 2001 Rasmussen Nicholas Thrivent FInancial 11550 Stillwater Blvd N, Ste 104 Lake Elmo, MN 55042 AIF Fax: [email protected] Fax: Member Since November 2012 Putman Haukedahl Financial Services, LLC 9801 Dupont Ave S, Ste 395 Bloomington, MN 55431 952-888-1211 Fax: [email protected] Aaron J Member Since May 2013 Ray Ameriprise Financial Services 4616 Upton Ave S Minneapolis, MN 55410 952-857-1308 [email protected] CFP Member Since March 2015 May 1, 2015 Member Since May 1984 Jenny Member Since May 2008 Bronsman EL Rothschild 2510 Hamlet Ave N St Paul, MN 55128 763-442-2196 [email protected] J Ameriprise Financial Services, Inc. CFP 7601 France Ave South, Suite 300 Edina, MN 55435 952-857-1238 Fax: 952-837-0100 [email protected] Fax: Purkat R CFP, CLU, MSFS, ChFC Minnesota Chapter Robert J CFP Fax: 952-837-1133 Member Since February 1995 Page 47 MEMBERSHIP DIRECTORY - Minnesota Raymond Bruce Reynolds MarketPlace Home Mortgage, LLC 7380 France Ave S, Ste 200 Edina, MN 55435 952-278-4790 Fax: 952-831-1999 [email protected] Benjamin Thrivent Financial for Lutherans 5500 Wayzata Blvd. Ste. 1480 Golden Valley, MN 55416 952-475-9700 Fax: [email protected] Member Since December 2014 Rediske 6540 Foxtail Court S Cottage Grove, MN 55016 651-343-4092 [email protected] Chad Ricci Fax: Member Since January 2015 Regenfuss Bob Member Since October 2014 F Vector Wealth Management 43 Main Street SE #400 Minneapolis, MN 55414 612-378-7560 ext. 20 [email protected] Mortgage Solutions Wealth Management Michael 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] Ameriprise Financial 7601 France Ave South, #600 Edina, MN 55435 952-857-1420 [email protected] Steven Northwestern Mutual 1000 Trail View Lane Se Pine Island, MN 55963 507-529-6073 [email protected] Philip Fax: Member Since October 2008 Rich Jerry FCMM Benefits and Retirement 901 East 78th Street Minneapolis, MN 55420 952-853-8472 Fax: [email protected] Fax: Member Since April 2012 Rekow 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 Peter W Ronald Morgan Stanley 225 South 6th Street, Ste 5100 Minneapolis, MN 55402 612-340-6748 [email protected] Thomas J Fax: Member Since January 2006 Ritter L A CFP Member Since June 1999 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 1st Global Capital Corp CFP/CPA 10405 6th Ave N., #115 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 May 1, 2015 Member Since April 2014 Rishovd, II 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 G CFP Member Since December 2007 Reiter A CFP Tammy L Member Since October 1992 M. Wells Fargo 222 West Superior St. Duluth, MN 55802 218-723-2603 Fax: 218-723-2660 [email protected] Minnesota Chapter Member Since July 2007 Page 48 MEMBERSHIP DIRECTORY - Minnesota Roberts Robin Rose BrightPath Financial Corp. 11985 Technology Drive, Suite 100 Eden Prairie, MN 55344 612-867-5959 Fax: [email protected] Rose Chase Financial 7900 Xerxes Avenue S #910 Minneapolis, MN 55431 952-896-3400 [email protected] Jonathan Fax: 612-896-3401 Member Since August 2014 Robinson Jay A Member Since January 2006 Rogers 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 December 2004 Rossi Charles Schwab Advisor Services 800 Nicollet Mall, #2925 Minneapolis, MN 55402 612-375-0607 Fax: 612-371-0801 [email protected] 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 Member Since January 2000 Rossow Troy Rooney Accredited Investors, Inc. 5200 West 73rd Street Edina, MN 55439 952-841-2222 [email protected] W Member Since October 1996 Megan May 1, 2015 Suzette American Funds 4508 Shady Beach Circle Independence, MN 55359 800-421-2387 Fax: [email protected] Financial Planning for Women Mutual Funds International Investing Rouman CFP Fax: 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 Member Since July 2005 Rothberg Member Since March 2011 Rosandich M BMO Global Asset Management CFP 50 South Sixth Street, 10th Floor Minneapolis, MN 55402 612-904-8153 Fax: 612-904-8008 [email protected] Member Since March 2013 James Member Since January 1985 Stephanie Member Since June 1997 Brent 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 K JNBA Financial Advisors CFP 8500 Normandale Lake Blvd., Ste. 450 Minneapolis, MN 55437 952-844-0995 Fax: 952-844-0996 [email protected] Tempo Investment Advisors CFP 2012 Waterford Lane Chaska, MN 55318 612-210-3353 Fax: [email protected] Ronn C. CMFC, CFP CFP Member Since September 2001 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] Member Since February 2004 Minnesota Chapter Tiffany CFP, ChFC Fax: Member Since June 2014 Page 49 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 Runck 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 E. Salverda Member Since July 2008 Paul USAdvisors Insurance Agency 15752 Venture Lane Eden Prairie, MN 55344 952-746-7680 Fax: [email protected] Lauri Castle Rock Finnancial 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 Ameriprise Financial Services 555 Nicollet Mall #200 Minneapolis, MN 55402 612-746-5305 [email protected] CLU, ChFC Michael Fax: [email protected] Member Since April 2015 Ryan Transamerica Retirement 408 St. Peter Street, Ste 230 St Paul, MN 55102 651-286-4767 [email protected] Lee Fax: Fax: 888-247-2122 Member Since September 2014 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 K Fax: 612-238-8910 Member Since July 2013 May 1, 2015 M CFP, ChFC, CLU, CASL 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 CFP, CRPC Member Since March 2001 Member Since September 2011 Schaefer Barbara P David Member Since September 1996 Doreen H 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 BGM TruNorth Wealth Partners 4470 West 78th Street Circle, #200 Bloomington, MN 55435 952-844-2500 Fax: [email protected] Member Since October 2014 Bronfman E.L. Rothschild 225 South 6th St., Suite 2300 Minneapolis, MN 55402 612-876-4666 [email protected] James 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 Sayers Molinari Financial 7400 University Ave NE Fridley, MN 55432 612-805-9350 Fax: [email protected] Sager Member Since December 2014 Saunders CFP M CFP Sanders Minnesota Philanthropy 101 5th Street East, #2400 St Paul, MN 55101 Member Since June 2003 Ahmed Member Since January 2015 Russell P 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 Minnesota Chapter Member Since October 2007 Member Since September 2008 Page 50 MEMBERSHIP DIRECTORY - Minnesota Schmidt Trust Point 43 Main Street SE, Suite 214 Minneapolis, MN 55414 612-339-2343 [email protected] Christine Schubert Ameriprise Financial Services 8325 Wayzata Blvd., #100 Golden Valley, MN 55426 763-543-5153 [email protected] CFP Fax: Margit Fax: 763-525-0372 Member Since July 2014 Schmitz David E. Member Since July 2005 Schuenemann CliftonLarsonAllen CPA, CFP 220 S Sixth St, Suite 300 Minneapolis, MN 55402 612-397-3228 Fax: 612-376-4690 [email protected] Bryan Stiles Financial Services 6550 York Avenue South, Suite 412 Edina, MN 55435 952-988-0452 Fax: [email protected] Peter Member Since February 2008 Schultenover Richard North Star Resource Group CFP, CFS 2701 University Ave SE Minneapolis, MN 55414 612-617-6030 Fax: [email protected] CFP, CFA Member Since November 2008 Scholz 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 Schonberg M Member Since March 1997 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 May 1, 2015 Member Since December 2014 Schutte Member Since January 2013 Julieann Paul Marketplace Home Mortgage, LLC 7380 France Ave. So. Suite 200 Edina, MN 55435 612-396-6802 Fax: [email protected] John 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 Member Since September 2012 Schuster Stonebridge Capital Advisors 2550 University Avenue West, #180 South St Paul, MN 55114 651-251-3637 Fax: [email protected] Schroeder Eric Lawing Financial 1905 Wayzata Blvd, Suite 230 Wayzata, MN 55391 952-767-3021 Fax: [email protected] Member Since February 2013 Schmitz M CFP E Schwalbach Member Since May 1993 C Kent D 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 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. Member Since June 2007 David 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] Member Since June 1989 Minnesota Chapter Member Since December 1998 Page 51 MEMBERSHIP DIRECTORY - Minnesota Schwartz Gary H Segal North Star Resource Group CLU, ChFC, CRPC 2701 University Ave SE Minneapolis, MN 55414 612-817-8711 Fax: 952-837-0900 [email protected] Actifi, Inc. 3030 Harbor Lane N, #216 Plymouth, MN 55447 763-746-1261 [email protected] Spenser AIFA Fax: 763-746-1260 Member Since March 2003 Schwartz Paul G Member Since December 2008 Seidel Wells Fargo Private Client Services CFP 6th & Marquette, MAC: N9305-101 Minneapolis, MN 55479 612-316-2720 Fax: 612-667-7963 [email protected] James Robert W. Baird & Company 7650 Edinborough Way, Suite 300 Edina, MN 55435 952-857-5506 Fax: [email protected] Member Since March 2006 Schwartz Todd S Member Since April 2013 Sessions Ameriprise Financial Services CFP 626 Ameriprise Financial Center Minneapolis, MN 55474 612-671-2404 Fax: 612-671-4749 [email protected] Sessions Financial Group 8023 - 32nd Place North Crystal, MN 55427 763-494-0095 [email protected] Joseph 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 First Point Financial Group 6465 Wayzata Blvd, #350 St Louis Park, MN 55426 952-905-2244 [email protected] Joyce R Benjamin Member Since July 1993 A Member Since February 2009 Severson Fax: 952-905-2245 Becky Sexton CliftonLarsonAllen Wealth Advisors 220 South 6th Street, Suite 300 Minneapolis, MN 55402-1436 612-397-3136 Fax: [email protected] Fax: 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 Boulay Financial Services LLC 7500 Flying Cloud Drive, #800 Eden Prairie, MN 55344 952-841-3004 [email protected] Molly Fax: 952-841-2989 Member Since July 2008 May 1, 2015 Member Since May 1998 CPA Member Since March 2013 Seymour CFP A Samuel Member Since February 2015 Sebold R North Star Resource Group CFP, CFS 2701 University Avenue S.E. Minneapolis, MN 55414-3233 612-617-6028 Fax: 612-256-3028 [email protected] Member Since March 2003 Trust Point Inc 43 Main Street SE, Suite 214 Minneapolis, MN 55414 612-339-2343 [email protected] Member Since July 2005 Setterlund ChFC, CLU, CFP Sebastian J Fax: 763-494-8802 Member Since July 1999 Schwichtenberg R CFP 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 Minnesota Chapter Member Since January 2008 Page 52 MEMBERSHIP DIRECTORY - Minnesota Shallman Tenielle M. Shimkus Jr. Wealth Enhancement Group CFP 505 N. Hwy 169, #900 Plymouth, MN 55441 763-417-1674 Fax: 763-417-1674 [email protected] Frank Member Since February 2006 Shannon 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 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 M Member Since July 2007 Shinnick Scott Stonebridge Capital Advisors 2550 University Avenue West, #180S St Paul, MN 55114 651-251-3638 Fax: [email protected] Member Since April 2008 J Member Since March 2015 Shreves Catherine Bird Wealth Management PO Box 990 Minneapolis, MN 55440 952-828-4846 Fax: [email protected] CFP/CPA Fax: 952-473-3800 Elizabeth Member Since February 2015 Shawn Vicki Securian Trust Company 400 Robert Street North St Paul, MN 55101 651-665-4001 Fax: [email protected] Member Since December 2006 Silbaugh Access Financial Services 1650 West 82nd Street, Suite 850 Minneapolis, MN 55431 952-885-2731 Fax: [email protected] 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 Silver Andrew R Joel Member Since February 2014 Skogrand Foley & Mansfield 250 Marquette Avenue, Suite 1200 Minneapolis, MN 55401 612-216-0221 Fax: [email protected] Ameriprise Financial Services 122 North 3rd Street Marshall, MN 56258 507-532-2219 [email protected] Corey Sheridan Law Offices 4470 Erin Dr., Suite 101 Eagan, MN 55122 651-452-8705 [email protected] Daniel M Fax: 507-532-0018 Member Since March 2006 Skogrand Cory Ann J Ameriprise Financial Services CFP 122 North 3rd Street P.O. Box 214 Marshall, MN 56258 507-532-2219 Fax: 507-532-0018 [email protected] CPA, Attorney Fax: 651-452-8745 Member Since July 2002 May 1, 2015 J CFP Member Since July 2014 Sheridan Member Since June 2000 RBC Wealth Management CFP 641 East Lake Street, Suite 230 Wayzata, MN 55391 952-261-3569 Fax: 952-476-9767 [email protected] CFP Member Since July 2012 Shedlock E. CFP Member Since August 1992 Shaw S Burns Brothers Financial Group, Inc. 9555 James Avenue S., #200 Bloomington, MN 55431 952-881-4533 Fax: [email protected] AM RP TP Minnesota Chapter Member Since March 2006 Page 53 MEMBERSHIP DIRECTORY - Minnesota Skogstad Dale Spaanem CliftonLarsonAllen Wealth Advisors LLC CFP, CFA 220 South 6th Street, Suite 300 Minneapolis, MN 55402 612-397-3105 Fax: [email protected] Andrew Northwestern Mutual Financial Network CFP 5201 Eden Avenue, Ste 200 Edina, MN 55436 952-698-7036 Fax: 952-922-2031 [email protected] Member Since January 2010 Smith MPPL Financial 2610 Stewart, Ste 100 Wausau, WI 54401 715-848-3474 [email protected] Jeremiah Spaude CFP Fax: Member Since October 2014 Smith Ken L 2031 East 5th Street Duluth, MN 55812 701-659-0449 [email protected] 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 Spresser 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 Smyth Member Since February 2012 Mitchell 8847 Bristol Hill Eden Prairie, MN 55347 952-334-5254 [email protected] Kelsey Fax: Barry Peter Member Since March 2007 St. George Woodbury Financial Services 12287 - 24th Street No. Lake Elmo, MN 55042 CFP Clayton Member Since June 2013 Sam S Fax: Member Since November 2003 Sorensen Mary Member Since April 2002 Staebler CFP 2091 Pinehurts Drive Chanhassen, MN 55317 303-663-4916 [email protected] L. 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 Stanley Bonnie R Member Since October 2006 A Office Connection & Send Out Cards 3900 Main Street NE Minneapolis, MN 55421 763-781-1212 Fax: 763-226-2393 [email protected] CFP 3601 Minnesota Dr., Ste 5500 Minneapolis, MN 55435 Fax: Member Since March 2006 May 1, 2015 M CLU, CFP Fax: 651-773-5665 [email protected] Fax: Somuri A 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 September 2014 Financial Concepts, Inc. 9655 Schmidt Lake Road Plymouth, MN 55442 612-840-2093 [email protected] Member Since May 2001 Member Since October 2014 Springborn Fax: Snow C Minnesota Chapter Member Since August 1994 Page 54 MEMBERSHIP DIRECTORY - Minnesota 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 Stiles Member Since August 1996 A Stitzel 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 Todd W Member Since June 2000 Matt 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 Stein UBS Financial Services, Inc. 632 Midwest Trail Place North Lake Elmo, MN 55042 651-298-1692 [email protected] Stitzel-Rosenfeld LLC 4623 Blaisdell Avenue Minneapolis, MN 55419 612-381-7444 [email protected] Lisa T Member Since March 2006 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 14027 Ridge Point Court Savage, MN 55378 952-233-2151 [email protected] Fax: Member Since February 2011 Strand RBC Wealth Management 1730 30th Ave N Plymouth, MN 55447 952-838-8189 [email protected] Fax: Cynthia Paul C Fax: Stern Ameriprise Financial 900 Long Lake Road, Ste 220 New Brighton, MN 55112 651-635-1747 [email protected] 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 Arlen Fidelity Investments 11450 Wayzata Blvd Minnetonka, MN 55305 952-252-3880 [email protected] CFP Fax: Member Since April 2013 North Star Resource Group 2701 University Ave. SE Minneapolis, MN 55414 612-617-6081 Fax: [email protected] Member Since December 2014 May 1, 2015 James Strauss Fax: 651-635-1797 J CFP Member Since March 2014 Stein Member Since August 2002 Reid Member Since March 1999 CFP M Fax: Stone Keith M CFP Stoerzinger Acumen Financial Group, Inc. CFP 8500 Normandale Lake Boulevard #510 Bloomington, MN 55437 952-897-5777 Fax: 952-897-5775 [email protected] Steidl Susan 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 Minnesota Chapter Ingrid CFP Member Since August 2012 Page 55 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 Stricker Alan M Swanson August Financial Consulting, LLC 3616 County Rd 101 S Wayzata, MN 55391 952-767-2073 Fax: [email protected] Member Since October 2012 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 Stroh Mindful Asset Planning 14530 Pennock Avenue Apple Valley, MN 55124 952-432-4666 [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 Jonathan Maclay Ameriprise Financial CFP, CFS 3900 Northowoods Drive, #150 Arden Hills, MN 55112 Fax: 651-494-9768 651-765-7031 [email protected] Comprehensive Financial Planning Investment and Asset Management Retirement Planning Swanson Fax: Scott D Swart Kathleen CRPC CFP 17963 Bearpath Trail Eden Prairie, MN 55347 Fax: [email protected] J. Daniel Member Since March 2012 Tansom Cambridge Investment Research, Inc. CFP 1776 Pleasant Plain Road Fairfield, IA 52556 800-777-6080 Fax: 641-472-6906 [email protected] Ryan Solidity Financial 520 West Highway 96, Suite 300 Shoreview, MN 55082 612-720-6530 Fax: [email protected] Member Since March 2006 Sullivan Zeiders Enterprises, Inc. 8416 Grove Circle Shakopee, MN 55379 952-215-7626 [email protected] Molly Member Since December 2014 Taplin Isaac CFP 333 Overlook Dr Ellsworth, WI 54011 Fax: Fax: [email protected] Member Since June 2007 Sundquist Fredrick W Member Since February 2015 Tarara Invest Forward CFP 104 Main Ave N, PO Box 699 Bagley, MN 56621 218-694-6900 Fax: 218-694-6969 [email protected] Member Since July 2006 May 1, 2015 Member Since April 2009 Member Since July 2014 Member Since February 2008 Sullivan M Tyler Member Since April 2014 Ameriprise Financial 13782 Bluestem Court, Suite 150 Baxter, MN 56425 218-829-4131 Fax: [email protected] Member Since March 1994 CliftonLarsonAllen Wealth Advisors, LLC 220 South Sixth Street, #300 Minneapolis, MN 55402 612-376-4598 Fax: [email protected] CFP Stroot R Tarara Asset Management 1435 Knollwood Lane Mendota Heights, MN 55118 651-306-1543 [email protected] Asset Management Retirement Planning Estate Planning Minnesota Chapter Charles M CLU, ChFC Fax: 651-306-1525 Member Since April 1983 Page 56 MEMBERSHIP DIRECTORY - Minnesota Tartaro Ameriprise Financial 6600 Pleasant Ave S, Ste 101 Richfield, MN 55423 612-671-7754 [email protected] Peter Thomas Ameriprise Financial Services 1105 2nd Avenue N Great Falls, MT 59401 406-453-4169 [email protected] CFP Fax: Selene M CFP Fax: 406-452-1147 Member Since February 2013 Tate Andrew M Thorfinnson 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 Member Since May 1995 Lawrence Spectrum Finanial 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 Thorup North Star Resource Group 2701 University Ave. SE Minneapolis, MN 55414 612-617-6072 Fax: 612-256-3072 [email protected] L CLU/ChFC Jeffrey A 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 July 2007 Tegeler Jeffrey W Thunker 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 Wells Fargo 601 East Minnehaha Parkway Minneapolis, MN 55417 614-397-8916 [email protected] Member Since March 2002 Seth 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 Christopher Thurin, Thurin and Associates 3601 West 76th Street, Suite 160 Edina, MN 55435 952-841-8123 Fax: [email protected] CFP Fax: 614-763-7959 CRPC, RFC Member Since June 2009 Thesing David 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 Thomas 5924 Forest Blvd Trail Wyoming, MN 55092 651-600-1494 [email protected] A Member Since January 2015 Tomm Jodi K 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 April 2000 Christine Member Since July 1996 Torguson 6285 Zircon Lane N Maple Grove, MN 55311 763-493-3407 [email protected] Fax: Member Since January 2015 May 1, 2015 Member Since December 2006 Minnesota Chapter Lisa Fax: Member Since December 2014 Page 57 MEMBERSHIP DIRECTORY - Minnesota Tornell Barbara Turner Ameriprise 1550 Sedge Ct Lino Lakes, MN 55038 612-671-2633 [email protected] 10160 Foley Blvd NW, Suite 200 Minneapolis, MN 55448 763-235-6315 Fax: [email protected] John Fax: Member Since January 2015 Trauger Alexis Member Since September 2006 Tuschen Consulate General of Canada 701 4th Ave S, Ste 900 Minneapolis, MN 55415 Chad Lincoln Financial Advisors CFP 7701 France Ave. S. Suite #100 Edina, MN 55435 952-352-9224 Fax: 952-933-7589 [email protected] Fax: [email protected] Member Since February 2014 Truckenbrod 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 Tudor B Member Since April 2011 Urch 16606 83rd Ave N Maple Grove, MN 55311 507-421-9339 [email protected] Michael Member Since May 2014 Utecht Affinity Plus Credit Union 175 W Lafayette Rd St Paul, MN 55107 651-312-9315 [email protected] CFP Todd CFP/CFA Fax: 651-225-3788 Member Since June 2013 Tufte Cherry Tree 301 Carlson Parkway Minnetonka, MN 55305 952-253-6006 [email protected] Keith Member Since Septembe 2010 Turkington Fair Trust Financial LLC 855 Village Center Drive #360 North Oaks, MN 55127 651-484-0701 [email protected] Cynthia Member Since September 2004 Valento Fax: L Fiduciary Counseling, Inc. 30 7th St E, #2000 St Paul, MN 55101 651-215-4409 [email protected] Fax: Timothy Elizabeth CFP Fax: 651-228-0776 Member Since September 2008 Turner 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 May 1, 2015 W J 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 Hoever CFP J Fax: Member Since February 1997 Suzanne Accredited Investors, Inc. 5200 W 73rd St Edina, MN 55439 952-841-2222 Fax: [email protected] F Member Since January 2010 VandenEinde Berger Financial Group 1143 So Shore Dr Medicine Lake, MN 55441 763-208-5156 [email protected] Member Since March 2004 Minnesota Chapter Mark W Fax: 763-557-6079 Member Since May 1995 Page 58 MEMBERSHIP DIRECTORY - Minnesota Vandersall Ameriprise Financial Services 7601 France Ave S, #550 Edina, MN 55435 952-857-1246 [email protected] Retirement Planning Investment Planning Estate Planning Mark Vlastuin Jordan Heritage Wealth Architects 730 Dayton Avenue St. Paul, MN 55104 651-289-6444 Fax: [email protected] Fax: 952-837-1133 Member Since November 1998 Vanderschans Incredible Inc 601 Carlson Parkway #1235 Minnetonka, MN 55305 952-449-4444 [email protected] E CFP Catherine Member Since December 2012 Volin Ameriprise Financial Services 3710 S. West Ave Soiux Falls, SD 57105-6352 605-335-1693 [email protected] CFP Fax: 952-449-4445 James Fax: Member Since June 1997 VanDerwerker Dirk Member Since July 2011 Vomacka Sundial Financial Planning 5445 City Hall St, PO Box 873 Nisswa, MN 56468 218-821-8460 Fax: [email protected] Charles Rekow Management, LLC 101 South First St., #50 Montevideo, MN 56265 320-269-7889 Fax: [email protected] CFP Member Since October 2012 Velin Michael DS&B Financial Services, LLC 2165 Woodlane Drive, Suite 100 Woodbury, MN 55125 651-287-6215 Fax: [email protected] Member Since July 2013 Vinge Ameriprise Financial Advisors 7601 France Ave S, #550 Edina, MN 55435-5971 952-857-1320 [email protected] Kathy Benjamin Fax: 952-837-0100 Member Since May 1999 Andy 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 Advanced Financial Consultants 2770 Commerce Drive NW Rochester, MN 55901 507-288-4248 Fax: [email protected] 105 Ninth Street SE Glydon, MN 56547 701-261-8148 [email protected] James Duluth, MN 218-726-7093 [email protected] Fax: Brian J Charles Schwab & Co. CFP 717 Nicollet Mall, IDS Center, Ste 200 Mineapolis, MN 55402 612-204-3777 Fax: 952-404-1887 [email protected] Fax: Member Since October 2012 May 1, 2015 Member Since October 1989 Member Since January 2015 Wagenbach FPA MN Duluth Student Chapter B Scott Member Since October 2014 Vizanko L Wacek Financial Planning, LLC CFP 6 Pine Tree Drive, Suite 100 St Paul, MN 55112 651-639-8707 Fax: 952-854-6276 [email protected] Comprehensive Financial Planning Member Since Investment and Asset Management Retirement Planning November 2006 Wade CFP Vix Member Since September 2010 Wacek CFP P CFP ChFC Minnesota Chapter Member Since September 2005 Page 59 MEMBERSHIP DIRECTORY - Minnesota Wagenman Cox Insurance Associates 1639 Larpentur Ave W St Paul, MN 55113 651-647-0001 [email protected] Ryan Walsh John Liberty Home Equity Solution 601 Carlson Parkway, #1050 Minnetonka, MN 55305 541-357-0168 Fax: [email protected] Fax: Member Since January 2013 Wagner Bruce 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 Wagner Ameriprise Financial 1369 Spruce Place, #2701 Minneapolis, MN 55403 210-254-8317 [email protected] R Walsh Fiduciary Counseling, Inc. 30 E. 7th St., Suite 2000 St Paul, MN 55101 651-215-4441 [email protected] CFP, CPA Fax: 651-215-4493 Member Since June 2007 Walther Fax: Member Since July 2002 Bell State Bank & Trust 15 Broadway N Fargo, ND 58102 701-451-3079 [email protected] Thomas Member Since July 1997 Wayne Walen Member Since April 2014 Becky US Allianz Investor Services 5701 Golden Hills Minneapolis, MN 55416 763-765-7121 [email protected] Annuities Retirement Planning Investment Planning Corey Fax: 763-765-7120 Member Since January 2001 Ward Anne Fax: Member Since March 2014 Waldean Fax: [email protected] Member Since December 2011 Scott M Member Since September 2006 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 May 1, 2015 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 Watkins Midwest Professional Planners, LTD. CFP 202 Third Ave. Proctor, MN 55810 218-628-3134 Fax: 218-628-3133 [email protected] Walsh Member Since January 2006 Waters 1681 Walnut Lane Eagan, MN 55122 Wallschlaeger M Allodium Investment Consultants CFP 500 Washington Avenue South, Suite 2015 Minneapolis, MN 55415 612-230-3720 Fax: 612-230-3714 [email protected] AMC, CMFC Wall J ChFC V John Kyle Focus Financial Network, Inc. CFP 14985 Glazier Avenue, #404 Apple Valley, MN 55124 Fax: 952-953-4443 952-953-4300 [email protected] General Financial Planning Asset Allocation Divorce Planning Wayt Ohio National/Pilot Financial 8011 34th Ave S, Ste 300 Bloomington, MN 55425 952-229-8899 [email protected] Member Since July 1996 Minnesota Chapter Member Since July 2006 Member Since October 1993 Andrew Fax: Member Since February 2015 Page 60 MEMBERSHIP DIRECTORY - Minnesota Webb Webb Financial Group LLC 7900 Xerxes Avenue S #1920 Bloomington, MN 55431 952-837-3200 [email protected] Investment Management Financial Planning Retirement Planning Webb Gary Wendt-Vann 1552 Sargent Avenue St Paul, MN 55105 651-699-9146 [email protected] Jerome Michael T Member Since March 1996 Wengronowitz Ann Member Since August 1988 J Member Since March 2006 Wenner Josh Nate Wenum Ameriprise Financial 1835 Ameriprise Financial Minneapolis, MN 55474 612-671-2577 [email protected] Karen Mary CLU, CLTC, RHU,LUTCF Fax: 612-678-6317 Member Since August 2012 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 Wempner 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 May 1, 2015 Member Since June 2014 Wesely Wehner & Associates CLU, ChFC 4565 Wilson Street Minnetonka, MN 55345 952-937-5072 Fax: 952-937-5139 [email protected] A 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 Member Since October 2014 Welter M North Star Professional Center CFP 2701 University Avenue Minneapolis, MN 55414 612-617-6110 Fax: [email protected] Webskowski Accounting CFP, EA 6040 Main Street Suite 102 Rockford, MN 55373 763-477-4205 Fax: 763-477-5893 [email protected] Wehner E Fax: Member Since November 2001 Michael J Weber, CPA, PFS, CFP CFP, CPA/PFS 1021 15th Avenue NE Aberdeen, SD 57401 Fax: 605-229-6823 605-229-0030 [email protected] Estate Planning Member Since Tax Planning Financial Planning for Business Owners November 1994 Webskowski Claudia CFP Fax: 952-837-0011 Webb Financial Group LLC CFP 7900 Xerxes Avenue S #1920 Bloomington, MN 55431 952-837-3200 Fax: 952-837-0011 [email protected] Asset Management Retirement Planning General Financial Planning Weber S RFC Richard G 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 Stonebridge Capital Advisors 2550 University Avenue W #180S St Paul, MN 55114 651-251-3630 Fax: 651-251-1010 [email protected] Member Since July 1993 F Member Since October 2007 Westin QA Investment Services 10225 Yellow Circle Dr, #101 Minnetonka, MN 55343 952-767-6301 [email protected] Member Since April 2005 Minnesota Chapter Dan CFP, ChFC, CASL Fax: Member Since May 2012 Page 61 MEMBERSHIP DIRECTORY - Minnesota Whaley Wells Fargo 1713 Taylor St NE Minneapolis, MN 55413 612-667-9324 [email protected] Carl P Wilson Paul R Comprehensive Wealth Management CFP 7500 Hwy. 55, Suite 125 Golden Valley, MN 55427 952-405-6000 Fax: 952-405-6005 [email protected] CFP Fax: 612-305-5100 Member Since July 2006 Wickmann Jeffrey L Winkels Lifestage Wealth Management CFP 15010 Glazier Ave # 204 Apple Valley, MN 55124 Fax: 952-431-5262 952-431-5200 [email protected] Tax Planning Member Since Investment and Asset Management Retirement Planning November 1995 Wielinski Peter E Thomas A 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 Member Since July 1998 Damian Birchwood Financial Partners CFP 3300 Edinborough Way, Suite 610 Edina, MN 55435 952-885-9088 x217 Fax: 952-887-2949 [email protected] CFP 5904 Queen Ave S Minneapolis, MN 55410 612-920-2589 [email protected] Member Since October 2009 Fax: Member Since September 1976 Wilkins Scott Ameriprise 966 Ameriprise Financial Center Minneapolis, MN 55474 612-671-6973 Fax: [email protected] Wisgerhof 5219 W 113th Street Bloomington, MN 55437 612-616-6589 [email protected] Garrett Member Since October 2014 Victoria MS Member Since September 2005 Wilson Schwarz Dygos Wheeler 50 South Sixth Street, Suite 1405 Minneapolis, MN 55402 612-355-4366 Fax: [email protected] Paul S William B Member Since May 1993 Lloyd R 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 Member Since October 1985 Joshua L Channel Financial CFP, CRPC, MBA 4800 Olson Memorial Hwy Ste 150 Golden Valley, MN 55422 763-231-7581 Fax: 952-908-9090 [email protected] CFP Member Since June 2005 May 1, 2015 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 Fure Finanical Corporation 8500 Normandale Lake Blvd., Suite 950 Bloomington, MN 55437 952-944-8250 Fax: 952-944-8252 [email protected] Retirement Planning CPA, ChFC, CLU Director, Wealth Planning Tools Wixon Fax: Williamson W Scott Wells Fargo 625 Marquette Ave. S, MAC N9311-071 Minneapolis, MN 55402 612-667-8271 Fax: [email protected] CFP Member Since January 2014 Williamson Member Since February 2007 Minnesota Chapter Member Since November 2009 Page 62 MEMBERSHIP DIRECTORY - Minnesota Wolfe Robert W. Baird 9808 Tyler Street N.E. Blaine, MN 55434 612-202-9939 [email protected] Jean Yard Integrity Financial Group 8181 Fish Lake Road Maple Grove, MN 55311 763-416-4244 [email protected] CFP, CIMA, CPWA Fax: 612-376-4600 Christopher Fax: Member Since September 2007 Wolff Amy J Yard 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 Wood Solidity Financial 520 West Highway 96, Ste 300 Shoreview, MN 55126 651-330-8746 [email protected] Member Since July 2014 Brandon 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 Young Financial Strategies Group 1220 28th Ave N Fargo, ND 58102 701-234-0103 [email protected] Fax: Michael Thomas D Fax: Michelle Wayne 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 Xaphakdy Member Since April 2003 M Member Since September 2005 Zandlo Member Since February 2015 Mai Fax: Gregory North East Asset Management CFP 9298 Central Ave NE, Suite 407 Minneapolis, MN 55434 763-785-9541 Fax: 763-792-4120 [email protected] General Financial Planning Financial Education Retirement Planning Zimmerman CFP Member Since February 2015 May 1, 2015 David Executive Financial Services, Inc. CFP 4200 W. Old Shakopee Road, #245 Bloomington, MN 55437 952-884-3326 Fax: 952-884-3327 [email protected] 6631 Colfax Ave N Brooklyn Center, MN 55430 651-239-0935 Fax: [email protected] Greenwald Wealth 1660 S Hwy 100, Ste 270 St Louis Park, MN 55416 952-641-7868 [email protected] Member Since October 2002 Zack Souphak 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 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] Member Since October 1998 CFP Member Since January 2011 Wright Jr L Linda A Member Since January 1998 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 Minnesota Chapter Page 63 MEMBERSHIP DIRECTORY - Minnesota Zimmerman Steven Mindful Asset Planning CFP/ChFC/CLU 14530 Pennock Avenue Apple Valley, MN 55124 Fax: 952-432-6705 952-432-4666 [email protected] Business Planning Comprehensive Financial Planning Life Planning Zimmerman Susan D Member Since January 2000 G Mindful Asset Programs LMFT ChFC CLU 14530 Pennock Avenue Apple Valley, MN 55124 Fax: 952-432-6705 952-432-4666 [email protected] Life Planning Member Since Comprehensive Financial Planning Investment and Asset Management November 1994 Zook Jeanine J CFP/CPA 4280 Galt Ocean Drive #7M Ft. Lauderdale, FL 33308 612-889-5479 [email protected] Fax: Member Since May 2002 May 1, 2015 Minnesota Chapter Page 64
373 George Street
Excelsior, MN 55331