Associates
In today's complex world, the expertise and clear vision of a financial
professional can help you reach your financial goals.
Each of our associates has been carefully
selected based on their knowledge, experience
and desire to make a long-term commitment to our
clients. They maintain a vigorous continuing
education program to keep current on financial
products, tax laws and other information that
may affect you.
This information should not be considered as tax
advice. Clients should consult their tax
advisor regarding their own tax situation.
CA-California |
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Thomas A. Zirbes
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MN-Minneapolis-Corporate Headquarters |
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Tony Andreason
Erik R. Andrews, CLTC
Scott E. Augustine, CFP®, CLU, ChFC
Chase E. Brakke
Kevin A. Brewer
Joseph S. Burgess, CLU, ChFC, AIF®
Justin M. Dering, CFP®
Daniel P. Dorsey, CLU, ChFC
Robert F. Ebert, CLTC
Ann C. Elliott, CPA
Joseph P. Fox, CLU, ChFC, CLTC
View Joe's Interview online with KARE 11
Andrew G. Gifford
Marshall W. Gifford, CLU, ChFC
Scott H. Gislason, CLU, ChFC
Eli T. Hjermstad
Steven Jedlund, ChFC
David J. Johnson, CLU, ChFC
Aaron Jones, CFS
Jesse T. Karich, CLTC
Brian W. Lahr
Jane M. LaLonde, CFP®
Jeff Landt, CFA, CFP®
Robert W. Lannan, CLU, ChFC
Paul J. Leighton, CLU, ChFC
Brad K. North, CFP®
Jim Ries
Andrew N. Rolnick, CLU, ChFC
Michael D. Rutter
Donald J. Schoeller, CLU, ChFC
Rick D. Schultenover, CFS, CLTC
Ben R. Setterlund, CFP®, CFS
Eric T. Seybert, CLU, ChFC
Christopher M. Sitek,
CLTC, CASL, CLU, ChFC, RHU, REBC*
Erik K. Siverson, CLTC
Andy M. Tate, CFP®, ChFC®, CLTC
Brett T. Vander Bloemen
Ann M. Wengronowitz, CFP®
Justin Willmott
Diane Yohn, CLU, RHU, FLMI, CLF
David Zicopula
Edward G. Deutschlander, CLU, CLF
David Vasos, CFP®
Phillip C. Richards, CFP®, CLU, RHU
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MN-Minneapolis-Employee Benefits Division |
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Tim P. Marks
Cheryl L. Marks, RHU, REBC
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MN-Minnetonka (Fortune Financial) |
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Laurence J. Altman, CFP®, CLU, CLTC
Ryan H. Anderson, CFP®
William D. Hanzlik, RHU, CLTC
Gaylen J. Harms, CFP®, CLU, ChFC
Jeffrey K. Jarnes,
CFP®, CLU, ChFC, RHU
James J. Quandt
AIF®, CFP®, CLU, ChFC, CLTC
Dana R. Roberts
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MN-Park Rapids (Investment Service Center) |
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Gregory D. Bervig
Eric C. Bervig
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MN-St. Paul |
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Paul J. Archambeau
Paul Coufal
Thomas W. Dzik, CLU, ChFC
Stevan C. Kafitz, LUTCF
Mark R. Stanger, CLU, ChFC, CLTC
Nicole Winter Tietel, LUTCF
Keith Van Dell
Thomas A. Zirbes
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MN-Bayport (Hanzlik Financial) |
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Richard D. Hanzlik, CLTC, CLU
Kyle Heller
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IL-Chicago |
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Patrick J. O'Connor
Gregory R. Wikelius
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MN-Wayzata |
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Ronald L. Kaufman
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MN-Brainerd |
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Craig G. Walters, CLU, ChFC, FLMI, CLTC
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MN-St. Cloud (Jacobs Financial) |
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James M. Jacobs CLU, ChFC, CLTC
Andrew S. Jacobs, CLTC
David M. Jacobs, CLTC, AIF
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AZ-Phoenix |
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Jeremyi R. Sanchez
Mark Bonnett
Nathan Erickson
David P. Feiler
Clarisa M. Hernandez
Alexander M. Kienle, CFP®
Ali N. Rizvi
McKenna Stephens, CLTC
Stephanie Tsang
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AZ-Tucson |
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Justin B. Limmer
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IA-Iowa City |
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Gabriel A. Less, CFS®
Dan E. McGivern, CLU, RHU, CLTC
William H. Montag
Anthony J. Schau, CFP®
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MT-Billings (2323 Second Ave North) |
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Mike Day
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MT-Billings (1116 Grand Avenue) |
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Fred Kazmierski
Ben A. Kazmierski, ChFC
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NM-Albuquerque |
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Damon Lichtenberger, CLTC
Joey Snyder
Jeff Turton
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OR-Portland |
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Justin Berry
Annie Book, CLTC
Mike Campbell
Ronald Enna
Johnny Walker, CLU
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PA-Pennsylvania |
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James Jaderborg
Michael Paulus
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MN-Rogers |
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David A. Nordmeier, CFP®, CFS
David J. Pederson
View David's Online Video
Lawrence B. Tate, ChFC
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TX-Austin |
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Davin J. Bell
Spencer C. Day
Nathan D. Hoffman, CLU, ChFC, CFP®
Kelly Hugghins
P. Shaun McDuffee, CLU, ChFC, AEP, CEPA
View Shaun's Online Video
Luke W. Perry
David Saltzman, CFP®, CLU, ChFC
Marcus Stone
Matthew S. Vest
Daniel D. Willie
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TX-Dallas |
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Mark Miller
Craig Molldrem, CLU, ChFC
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TX-Houston |
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Jesse E. Bain
Dylan LeBlanc
Aaron Olszeski
Laura A. Vaughn
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TX-San Antonio |
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Marcus Stone
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WI-Madison |
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Todd D. Bramson,
CFP®, CLU, ChFC, CFS
Joshua C. Evenson, CFP®, ChFC, CASL
Thomas A. Haunty,
CFP®, RHU, REBC, ChFC
Brian H. Hensen, CFP®
Charles J. Housner, CFP®, CFS
Ryan J. Keshemberg, CFP®
Austin P. Streeper
Douglas J. Weisenberger,
CFP®, CLU, ChFC, CLTC
Jon C. Ylinen
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