John Tidwell, CSLP®
Financial Advisor
Insuring against adversity, investing for opportunity, and planning for both.
John Tidwell, CSLP®
Financial Advisor
Insuring against adversity, investing for opportunity, and planning for both.
About
My passion to help others enhance their financial situation has been a driving factor in my life.
As a tax accountant early in my career, I saw the impact finances can have on your financial freedom.
Today, as a wealth advisor, providing financial guidance allows me to help my clients on a larger scale through holistic financial strategies that help them reach their goals and change their lives and the lives of the next generation.
I love working with driven young professionals starting out in the medical and dental fields and related industries. These individuals have the discipline to be successful, and simply need a little guidance.
After all, finances are emotional. I believe in being quick to listen and slow to speak, focused on building trust and understanding your needs and desires before making recommendations.
I believe through good habits and sound financial strategies you can begin the path to financial independence.
Let’s get started.
SCHEDULE A FREE, NO-OBLIGATION CONSULTATION
Outside of helping motivated professionals reach their financial goals, I am also passionate about being active and getting outdoors. I married my wife in August 2021, and together, we love traveling, fishing, and walking our dog Huxley.
Qualifications
- Double major in accounting and business administration with a minor in finance from the University of Sioux Falls
- FINRA Series 7 and Series 66 registered
- Life, accident, and health insurance licensed
- Certified Student Loan Professional, CSLP®
Services
I work in partnership with Brett Vander Bloemen out of North Star’s Minneapolis office. Coaching our clients with our combined knowledge and expertise, we are focused on cultivating long-term relationships based on transparency and sound financial strategies.
Our hope is every client experiences a sense of comfort regarding their individual financial circumstances.
Disability insurance
No one expects disability to happen to them, but if it does, disability insurance protects if you lose your most important asset: your ability to work.
With an occupation disability insurance policy, you can protect your income in the event of short-term or long-term disability.
Life insurance
You can provide long-lasting security for your family through life insurance. I can help you determine the level of coverage you need to fortify your family against the unknowns.
Retirement strategies
Prepare to retire with confidence. I can help coordinate your contributions and savings vehicles at every stage of your career and create a contribution strategy that will help you experience the retirement you dreamed of.
Team
Advisor team
Brett Vander Bloemen
Partner, Financial Representative
John Williams, CFP®, CFS
Financial Advisor
Resource team
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Vice President and Director of Investments
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4159807.
