membership directory by...
TRANSCRIPT
MEMBERSHIPDIRECTORY
BY CITY
MinnesotaSeptember 2016
THANK YOU to our 2016 Plat & Gold Partners!
PLATINUM
Besides our absolutely fantastic Board and wonderful Volunteers, we also have our Annual Partners to thank. They provide approximatelyone-half of the revenue needed to run the chapter. Without our Partners’ support, your price for chapter meetings and the annualSymposium 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 tooffer.
Thank You to our Annual Partners!
GOLD
Cassidy Burns • 612-904-6221
Alina Passarelli • [email protected]
Jay Robinson612-375-9525
Scott Howard • [email protected]
Steve Benjamin • [email protected]
Kris West • [email protected]
Terry Leiendecker • [email protected]
Denny Bennett, CMPS • [email protected]
Jeff Foley • [email protected]
Richard Clark • [email protected]
Derek Hansen • [email protected]
Kevin Joy • [email protected]
Todd Patterson • [email protected]
Corey Winters • 866-306-7135 [email protected]
Nicole Rosandich • [email protected]
Personal Risk Management & P&C InsuranceMichelle Marquez • 651-605-2747
Kathie Bortnem, LicensedPrecious Metal Specialist
MN #40388267 | [email protected]
Greg Prokott • [email protected]
Lara Davies • [email protected]
Matt Murphy • [email protected]
Scott Theriault • [email protected]
Vidya Nathu • [email protected]
Beth Nemec • [email protected]
Pat Morseth • [email protected]
Eric Cott • [email protected]
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Bucholz Jamie CFP
Coombs Cheryl CFP, CPA
Dornbush Darold CFP
Mauer-Tonn Kathleen CFP 651-900-0812
Aberdeen Weber Michael CFP, CPA/PFS 605-229-0030 605-229-6823
Albuquerque Cyberski Susan CFP 505-293-1923 505-271-5788
Altoona Murr Donna CFP 715-852-1146 715-852-1101
Andover Park Diane CFP, CPA 763-229-7051
Apple Valley Brice Mark CFP 651-226-0483 952-432-6705
Apple Valley Heiar Daniel CFP 952-432-4666
Apple Valley Jaros Royal CFP 952-431-6410 952-894-0217
Apple Valley Johnson Daniel 952-797-2945
Apple Valley Koppa Connor 952-997-8947
Apple Valley Lee Stephen ChFC 651-335-6924 952-953-4585
Apple Valley Sebastian Becky 952-432-4666
Apple Valley Sotomayor Adolfo 651-336-5899
Apple Valley Watkins John Kyle CFP 952-953-4300 952-953-4443
Apple Valley Wickmann Jeffrey CFP 952-431-5200 952-431-5262
Apple Valley Zimmerman Steven CFP/ChFC/CLU 952-432-4666 952-432-6705
Apple Valley Zimmerman Susan LMFT ChFC CLU 952-432-4666 952-432-6705
Arden Hill Clark Shannon CFP 651-767-1615
Arden Hills Foley Jeffrey CFP, MSM 866-991-1539 651-379-8040
Arden Hills Hachfeld Jon CFP 651-765-7028
Arden Hills Hadley Marc CFP 651-767-1616 651-297-6929
Arden Hills Jaremko Thomas CFP 651-765-7027 651-494-9768
Arden Hills Juckel Richard CFP 651-233-5904
Arden Hills Lawson Robert CPA, CFP, MBA 612-336-7034 612-336-7001
Arden Hills Melby Bradley CFP 651-765-7035 651-494-9768
Arden Hills Moore Kyle CFP 651-287-3712
Arden Hills Murphy Michael CFP 651-765-7041 651-494-9768
Arden Hills Pitzl Joseph CFP 651-287-3712 651-287-3766
Arden Hills Swanson Maclay CFP, CFS 651-765-7031 651-494-9768
Austin Kahle Roger CFP 507-437-8581 507-437-6114
Austin Kramer Randall CFP, ChFC, CLU 507-437-3523 507-433-5299
Bagley Nelson Joseph CFP 218-785-2962
Bagley Sundquist Fredrick CFP 218-694-6900 218-694-6969
Baxter Stroot Scott CRPC 218-829-4131
Bird Island Saunders Robert CFP/CPA 320-365-4099 320-365-4621
Bismarck Martinek Benjamin
Blaine Blankenship Derek CFP 612-408-9491
Blaine Gigler Kathryn CFP, ChFC 612-436-3787 612-313-7516
Blaine Kunkel Timothy CFP 763-205-2664 507-235-5873
Blaine Moehring Jason CFP 763-862-2885 763-862-4903
Blaine Prokott Greg USGA ABC 612-423-1689
Blaine Wolfe Jean CFP, CIMA, CPWA 612-202-9939 612-376-4600
Bloomington Acton Dale CFP 952-944-8250 952-944-8252
Bloomington Asato Satoru CFP 952-548-3123
Bloomington Biermann Laura CFP 952-893-5555 952-893-5560
Bloomington Bilotta Michael ChFC, CASL 952-844-0995
Bloomington Bischoff Michael CFP 952-837-3239 952-837-0011
Bloomington Borg Bradley 651-649-3500 651-846-5040
Bloomington Buchanan James 952-853-1235
Bloomington Droegemueller Donald CFP 952-303-8202
Bloomington Droegemueller Ford CFP 952-303-8200
Bloomington Dworsky Richard CFP/CLU/CRPC 952-446-7800
Bloomington Falk Rebecca CFP 952-921-7958
Bloomington Fee Ellen CFP 952-844-2515
Bloomington Frazier Katie
Bloomington Fure Johannes CFP 952-944-8250 952-944-8252
Bloomington Godfrey Joseph 952-852-1310
September 15, 2016 Page 1Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Bloomington Gonzalez Alexander CFP, FIC, CLTC 952-358-3450 952-358-3444
Bloomington Goshert Danica CFP 952-854-5544 952-854-6335
Bloomington Graber Eric 952-926-3000
Bloomington Groezinger Debra CPA/PFS, CFP 952-843-4212 952-843-4213
Bloomington Guzek Montagne Lisa CFP 952-853-2234 952-853-2235
Bloomington Hance John CFP 952-445-6482
Bloomington Infante Rachel CFP 952-944-8250
Bloomington Isaacson Susan CFP/PFS/CPA/JD/LLM 952-851-1385 612-337-5070
Bloomington Jacobson Shawn CFP/ChFC 952-893-5568 952-893-5560
Bloomington Kley Jason CFP, AIF, MBA 952-230-6705 952-230-6710
Bloomington Krubsack Ellan 952-944-8250
Bloomington Larson Craig 952-345-8005 952-449-4419
Bloomington Leach James 952-851-3071
Bloomington Ledermann Jason 952-884-1503 952-884-9053
Bloomington Lenander LeAnn CFP 651-365-5000 651-994-2580
Bloomington Luing Thomas CFP 952-746-1111 952-893-0133
Bloomington MacDonald Brian MBA, CPCU, CFP, ChFC 952-893-7966 952-893-7967
Bloomington Malik-Das Nitya 952-844-0995 952-844-0996
Bloomington Menzel Thomas CFP 952-893-5565 952-893-5560
Bloomington Mertz James CFP 952-831-5660 952-835-8555
Bloomington Meyer Grant CFP 952-944-8250
Bloomington Meyer Jon CFP 952-844-2513 952-844-2525
Bloomington Olson Pedersen Kelly CFP / CDFA 952-777-2273
Bloomington Rydell Ronald CFP 952-884-4141 952-881-6440
Bloomington Sayers David CFP, CLU, MBA 952-844-2500
Bloomington Seymour Laura CFP 952-921-2450 952-378-2811
Bloomington Shimkus Jr. Frank 952-881-4533
Bloomington Stanzak Janet CFP 952-646-0026 952-893-0133
Bloomington Steffen Robert CFP 952-884-7700 952-884-6791
Bloomington Steger Todd CFP 952-897-5777 952-897-5775
Bloomington Thorfinnson Ross CLU/ChFC 952-449-4414 952-944-0951
Bloomington Walsh John 952-925-4188 952-925-4212
Bloomington Wayt Andrew 952-229-8899
Bloomington Webb Gary RFC 952-837-3200 952-837-0011
Bloomington Williamson Victoria 952-944-8250 952-944-8252
Bloomington Zack David CFP 952-884-3326 952-884-3327
Brainerd Dillon Julie CFP 218-829-0356 866-883-9129
Brookings Heo Wookjae 605-688-5009
Brooklyn Center Kienitz Souphak 651-239-0935
Brooklyn Park Freeman Nancy CFP 763-607-6294
Brooklyn Park Johnson Chris 612-500-1891
Buffalo Kretsch Jordan 612-720-1117
Burnsville Brown Thomas CFP 952-895-5354 952-895-0112
Burnsville Carman Marilyn CFP 612-316-2250 612-667-4727
Burnsville Dobrzynski Philip CFP, CPA, MBA, CFA 612-382-1117 612-904-6250
Burnsville Kusske Mary CFP 952-895-6963 952-895-0718
Burnsville Minsker Barry CFP 952-646-2491 612-435-0030
Burnsville Ragborg Jennifer CFP 952-898-2750 952-898-2750
Burnsville Scalia George CFP 952-237-2414
Cambridge Schutte Kent CFP, CLU, ChFC, LUTCF, CP 763-689-9023*86043 763-689-3742
Cannon Falls Gianoli Dennis CFP, CPA 507-263-3539 507-263-3599
Cannon Falls Meyers Keith CFP 507-263-4830
Chanhassen Blewett Matthew CFP 651-292-4877
Chanhassen Fautsch Derek CFP 952-460-3260
Chanhassen Johnson Kristin CFP 952-368-7370
Chanhassen Moksnes Pamela CFP 952-484-8672
Chanhassen Pitz John CFP, ChFC, CLU 952-949-6630 952-949-6632
Chanhassen Smith Roger 612-986-7145
Chanhassen Somuri Sam CFP 303-663-4916
Chaska Romenesko Brent CFP 612-210-3353
September 15, 2016 Page 2Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Clearwater Leach Michael 320-558-2955 320-558-2955
Columbia Heights Hawthorne Jessica 763-781-1212 763-781-1212
Coon Rapids Gabriel Mark CFP 763-421-8659 763-208-0948
Coon Rapids Tezak Thomas CFP 763-421-6867 763-421-7112
Coon Rapids Thesing David CFP/CLU/ChFC 612-747-6447 507-238-9993
Cottage Grove Calhoun Sharon CFP, ChFC 612-378-7560x204 612-379-4895
Cottage Grove Myers Arlene CFP, CASL, LUTCF, FIC 651-458-5392 651-459-7370
Cottage Grove Myers Daniel CFP 651-458-5392
Cottage Grove Patineau James CFP, CPA (inactive) 651-205-5747 651-205-7424
Cottage Grove Regenfuss Bob 651-286-4727 888-247-2090
Crookston Koch Dennis CFP 218-281-3515 218-281-3525
Crystal Sessions Joseph CFP 763-494-0095 763-494-8802
Delano Radermacher Dana
Detroit Lakes Carrier Matthew CFP 952-442-4123 952-442-4085
Duluth Brandstetter Blake 952-693-6680
Duluth Green Stephen CLTC, FIC 218-625-4007 218-625-4022
Duluth Hietapelto Hugo 218-722-0296
Duluth Jenson Bradley CFP, CIMA 218-625-2433 218-625-2201
Duluth Lawien John CFP 218-728-8418 218-723-2673
Duluth Lemenowsky Stephanie CRPC 218-722-4761
Duluth Mandelkow Austin 320-583-5207
Duluth Miller Tara 612-963-1391
Duluth Northouse Katherine
Duluth Robbins Tammy 218-723-2603 218-723-2660
Duluth Vanblaricom Emily
Duluth Vizanko James 218-726-7093
Eagan D'Aloia Karen CFP 651-503-7851 651-735-5881
Eagan Lodahl Tyler 651-328-0580
Eagan McCoy Donald JD/CMFC 952-835-9000 952-835-4702
Eagan Rossow Troy CFP 612-904-8153 612-904-8008
Eagan Severson Mark CFP 612-316-4106 612-316-1155
Eagan Sheridan Daniel CPA, Attorney 651-452-8705 651-452-8745
East Bethel Hardie Melanie CFP 651-402-8384
Eau Claire Bernicke Ty CFP 715-832-1173 715-832-1933
Eau Claire Jones D. Alfred CFP, JD, MBA 715-577-2778
Eau Claire Minton III H Lee CFP 715-832-9717 715-834-5534
Eden Prairie Austvold Niles 952-204-7001 952-232-0234
Eden Prairie Auckenthaler Benjamin CFP 952-746-9456 952-746-9441
Eden Prairie Bird Thomas 952-828-4840
Eden Prairie Bjork Sonja 952-204-7002
Eden Prairie Borg Eric CFP 952-253-2252 952-541-3619
Eden Prairie Brandt Steven CFP, CIMA, CRPC 952-746-9446
Eden Prairie Brown Timothy CFA, CFP, MBA 952-303-6715 952-746-1366
Eden Prairie Colby Austin CFP 952-937-9423 952-448-9427
Eden Prairie Coplan Jeff 952-937-5003
Eden Prairie Emswiler Caroline CFP 952-294-4921 952-937-7605
Eden Prairie Fischer Stephen CFP/CPA 847-805-6247 612-338-0798
Eden Prairie Fox John CFP, ChFC 952-646-1623 952-646-1601
Eden Prairie Kolkman Aaron CFP, AAMS 877-664-2583
Eden Prairie Noor Troy CFP, CFA 877-664-2583 877-670-2583
Eden Prairie Roberts Robin 612-867-5959 888-507-3250
Eden Prairie Rushman Paul CLU, ChFC 952-746-7680
Eden Prairie Sebold Molly CFP, CPA 952-841-3004 952-841-2989
Eden Prairie Swart Kathleen CFP
Eden Priaire Kimball Kirsten
Edina Adamski Mary CFP 952-838-7086 952-838-7090
Edina Anderson Ryan CFP 952-908-2537
Edina Barinsky Bradley JD, CFP 773-251-0969
Edina Bentley Christopher CFP 952-857-1234
Edina Bergstrom John CFP, ChFC, CLU, CDFA 952-746-4700 952-746-1902
September 15, 2016 Page 3Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Edina Betz Stephanie CFP 952-838-7075
Edina Bloom Connie 612-518-7027 952-831-1999
Edina Brennan Gerald CIMA 952-857-5502 952-857-5538
Edina Brewer Dana CFP 952-885-9088 952-887-2949
Edina Broich Kathleen 952-841-2227
Edina Bryan James CFP 952-926-1659 952-926-0063
Edina Burnett Marie CFP 952-921-3371 952-921-3372
Edina Cadle Leslie CFP 952-374-5501 952-837-1133
Edina Cohen Earl JD 952-460-9242 952-941-2337
Edina Conrad Peter CFP 612-306-6875
Edina Contag Theodore CFP 952-475-9700 952-938-2388
Edina Dahl Rachel 952-941-4005 952-941-2337
Edina Dobson-Totten Crystal 952-926-1659 952-926-0633
Edina Downes Joseph CFP 952-854-6250
Edina Eaton Andrea CFP 952-920-3900
Edina Fedor Kathleen 612-756-7276
Edina Fifer Jeanna CFP 952-926-1659 612-455-6901
Edina Graf Kevin CFP 952-300-2330 952-300-2301
Edina Guyton Jonathan CFP 952-920-3900x213 952-920-9567
Edina Haag Ryan CFP/CLU/ChFC/RFL/ REBC/R 952-352-9245 952-933-7589
Edina Handke Bridget CFP 952-885-9088
Edina Heagren Douglas CFP, CRPC, APMA 612-567-4625 303-996-0347
Edina Heupel Wil CFP/CLU/MBA/ChFC 952-841-2222 952-841-2223
Edina Hohn Nicholas CFP 952-926-1659 952-926-0633
Edina Hughes Christina CFP 612-313-7477 612-313-7552
Edina Johnson Daryl CFP 952-857-1264 952-837-1133
Edina Jones Brandon CFP 952-841-2214
Edina Kantor Sara CFP 952-920-3900
Edina Kindl Dustin 952-698-7026
Edina King Shannon CFP, CPA, PFS, CIMA, MBT 952-896-5701 952-896-5719
Edina Klevan Rebecca CFP 952-841-2229 952-841-2223
Edina Knapp, Jr. William CFP/ChFC 952-841-8117 952-841-8150
Edina Kolodge Conner 952-841-2227
Edina Kramer Kay CFP 952-885-9088 952-887-2949
Edina Krieger Rebecca CPA, CFP 952-841-2234 952-841-2234
Edina Kruse Brian CFP 612-367-8813
Edina Kuntz Laura CPA MBT 952-854-6250 952-854-6276
Edina Kuplic Daniel CPA 952-841-8106 952-841-8155
Edina Leighty Coresa 507-276-5801
Edina Lelen Brian CFP 952-841-2247
Edina Levin Ross CFP 952-841-2222 952-841-2223
Edina Link Christopher CFP, CPA 952-842-9689 612-373-9010
Edina Longo Kathleen CFP, CAP 952-392-4474 952-841-2223
Edina Mans Adam CFP 612-360-4463
Edina Marell Noah CFP 952-548-3328
Edina McNearney Dennis 612-869-4774 612-869-0081
Edina Meints Robert CRPC, RFC 952-593-9945 952-545-8500
Edina Mills Jordan CFP 952-548-3348 952-548-3500
Edina Mongeon Chris CFP 952-475-9700
Edina Moore Amanda CFP 952-920-3900
Edina Mortenson Greg 952-562-2444
Edina Nelson Robert ChFC 952-841-8102 952-841-8155
Edina Nelson Stacey CFP 952-767-1214
Edina Oeth Scott CFP, ChFC, MSFS 952-926-1659
Edina Ohe Jeffrey CFP 952-926-1659 952-926-0633
Edina Olson Megan CFP 952-548-3321
Edina Petroske Dave 952-278-3447
Edina Plank Jason CFP, CRPC, AAMS 952-841-7500 952-841-8500
Edina Pratt David CFP, CPC, QPFC 952-844-9880 952-844-9969
Edina Prentiss Robert CLU ChFC 952-835-1560 952-835-1745
September 15, 2016 Page 4Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Edina Prokop Greg CFP 952-841-2233
Edina Rice Steven CFP 952-857-1420
Edina Rooney Megan CFP 952-841-2222
Edina Rosandich Nicole CFP 612-723-2658 888-411-0039
Edina Schwichtenberg Kim CPA/PFS/CFP 952-896-5707 952-896-5719
Edina Seidel James CFP 952-857-5506
Edina Shannon Ryan CFP 952-841-2220 952-841-2223
Edina Spaanem Andrew CFP 952-698-7036 952-922-2031
Edina Stiles Susan CFP, ChFC, CIMA, AIF, MBA 952-988-0452 952-988-0752
Edina Thunker Nicholas CFP 952-896 -5704
Edina Thurin Christopher CRPC, RFC 952-841-8123
Edina Trebil Greg 612-599-8980
Edina Tresselt-Warren Cody CFP 952-841-2217
Edina Tuschen Chad CFP 952-352-9224 952-933-7589
Edina Vandersall Mark CFP 952-857-1246 952-837-1133
Edina Wenner Nate CFP, CPA, PFS, CIMA 952-548-3404 952-548-3500
Edina Wesely Richard CFP 952-857-1283 952-837-0100
Edina Winther Damian CFP 952-885-9088 x217 952-887-2949
Edina Woelfle Lloyd CFP 952-841-8115 952-841-8150
Edina Wolff Amy CFP, CDFA 952-405-2000 952-405-2001
Edina Young Michelle CFP 952-857-1487 952-837-1133
Elmhust Cannon Leslie 312-345-6010
Excelsior Babcock Chad CFP, ChFC 952-474-1454 952-474-0939
Fairfield Sullivan J. Daniel CFP 800-777-6080 641-472-6906
Fairmont Johnson Eric CFP 507-238-1926
Fargo Ackerman Stacey CFP, CTFA 701-293-4939 701-293-4925
Fargo Bushard Matthew 701-451-3059
Fargo Bye Robert CFP 701-476-8430 701-476-8782
Fargo Canning Charles CFP,CLU, ChFC, CPCU 701-715-2726
Fargo Jarvis Paul CFP, CTFA 701-293-2076
Fargo Light Paul CFP 701-492-5106 701-492-5101
Fargo Sanders James CFP, MS, CFCA 701-237-3453 701-893-3453
Fargo Walen Becky AMC, CMFC, CFP 701-451-3079
Faribault Flom Sandra CFP/CPA 507-333-3973 507-334-2817
Farmington Ausen Trevor 952-985-2889
Farmington Dickerson Matthew ChFC, CFP 612-340-8037
Farmington Nelson Emily
Forest Lake Getchell Greg 763-307-9138 763-307-3365
Fridley Sadelack Doreen CFP 612-805-9350
Fridley Wagner Bruce 763-572-0700 763-572-0799
Glencoe Anderson, II Thomas CFP 320-864-6166 320-864-4005
Glencoe Runck Russell CFP 320-864-6565
Glenwood Patterson Jerome CFP/CPA 612-508-9290 952-944-8496
Glydon Wadeson Scott 701-261-8148
Golden Valley Ahlberg Nathan 952-841-2222
Golden Valley Drayton Jeffrey CFP 612-916-6428
Golden Valley Ensrud Bruce CFP, CHFC, CLU 952-475-9700 763-595-9424
Golden Valley Finkelstein Steven CFP 763-762-3400 952-224-7179
Golden Valley Gieschen Amelia 763-762-3400 952-224-7179
Golden Valley Gilbertson Steve CFP 952-841-2241 952-841-2223
Golden Valley Hegstrom Mark 952-236-1755
Golden Valley Imholte Nancy CPCC 952-920-2638 ext 601
Golden Valley Klein Lauren CFP, CRPC 763-746-8686 763-746-8680
Golden Valley Kruse Margaret JD, LLM, CFP 763-232-9827
Golden Valley Kumagai Steve CFP 763-543-5180 763-525-0372
Golden Valley Lundy Patrick CFP 763-923-2271 952-872-265
Golden Valley Metzger Michael CFP 763-543-5150 763-525-0372
Golden Valley Schubert John CFP 763-543-5170 763-525-0372
Golden Valley Schubert Margit CFP 763-543-5153 763-525-0372
Golden Valley Wilson Paul CFP 952-405-6000 952-405-6005
September 15, 2016 Page 5Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Golden Valley Wolberg Joshua CFP, MBA 763-231-7581 952-908-9090
Grand Forks Elsberry Michael CFP 701-314-1166
Grand Forks Johnson Derrick CFP/CHFC 701-746-8310 701-746-6101
Great Falls Thomas Selene CFP 406-453-4169 406-452-1147
Ham Lake Aman James CFP 763-754-2670 763-754-2722
Ham Lake Springborn Barry CFP 763-754-2670 763-754-2722
Hastings Bolstorff Anthony CFP 651-212-0832
Hibbing Bialke Christopher 218-262-3815
Hopkins Bush Alexander CFP 952-474-6933
Hopkins Ebert Robert 952-908-2508
Hopkins Jenneke Timothy CFP 952-229-5016 763-546-1162
Hopkins Meyer Brent CFP 952-405-7959
Hopkins Wagner Wayne 210-254-8317
Hudson Anderson Brett CFP 651-337-1919
Hudson Betz Michael CFP 715-222-9327
Hudson Garcia Melissa 612-629-9673
Hudson Schwalbach John CFP 651-797-3532
Hudson Swanson Duane CFP 715-386-5588 715-386-5599
Hudson Wulf Wayne CFP, CHFC 715-426-1800
Hutchinson Ketcher Shad 320-587-0459 320-587-0460
Independence Rothberg Suzette CFP 612-325-9897
Intern'l Falls Bubolz Christy CFP 218-283-9589
Inver Grove Heights McNeely Rose 612-718-8287
Inver Grove Heights Rosvold Patrick 612-904-8153
La Crosse Block Paul CFP, ChFC, CLU 608-785-2200 x2 608-785-2203
Lake Elmo Blossom Charles CFP 651-209-9333 651-209-9334
Lake Elmo Dinzeo Paul CFP, CPA 952-905-9119
Lake Elmo Eder Brian
Lake Elmo Rasmussen Nicholas
Lake Elmo St. George Clayton CLU, CFP 651-773-5665
Lakeville Croke Heather CFP 952-893-9320
Lakeville Heimdal Pamela CFP, EA 952-469-1428 952-469-6781
Lino Lakes Scholz Ellen CFP 651-717-0113 651-717-0116
Litchfield Lawrence Jill CFP 320-693-7271 320-693-9199
Little Canada Valento Timothy CFP 651-484-3122 651-484-3144
Long Lake Botzet Rebecca CFP 952-941-2795 x11
Long Lake Carruth Ryan CFP 952-473-8300 952-473-3800
Long Lake Shavlik Gene CFP/CPA 952-473-8300 952-473-3800
Mahtomedi Ostrand John CFP 612-303-3232
Mankato Chen Yilin 507-389-5336
Mankato Corrigan Jodi CFP, CPA 507-625-5876 507-625-2491
Mankato Henry Jacquelyn CFP 507-625-9050 507-625-4496
Mankato Jamison Sean CFP 507-625-3507
Mankato Michaletz Jane 507-382-7466
Mankato Park Kwang Woo CFP 507-389-2712 507-389-6377
Mankato Pratt Bryan CFP 507-388-0770
Mankato Severns Roger PhD 507-389-5090
Mankato Spaude Ryan CFP 507-387-6031 507-387-6436
Maple Grove Bauerly Jason 763-488-9595 763-494-0590
Maple Grove Beninga Geoff CFP 612-385-6861
Maple Grove Branham Michael CFP 763-494-8791 763-374-8874
Maple Grove Frane Bradley CLU ChFC 612-281-6217
Maple Grove Hargreaves Adellmarie 651-767-1286
Maple Grove Hedrick Lynn ChFC 763-315-7951
Maple Grove Jergenson Craig CFP 763-445-2784
Maple Grove Jordan John 763-777-5484
Maple Grove Knudsen Jeremy CFP 952-842-1531
Maple Grove Lindberg Aaron CFP, CFA, MBA 763-488-9528
Maple Grove Matheson Michael CFP 763-416-8206
Maple Grove Menard Dana CFP 763-416-8222 763-416-8239
September 15, 2016 Page 6Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Maple Grove Miller Amber 763-494-0095
Maple Grove Swart Lori CFP 952-404-5959
Maple Grove Torguson Lisa 763-493-3407
Maple Grove Wixon William CFP/MBA 763-543-1819 763-543-1693
Maple Grove Yard Christopher 763-416-4244
Maple Grove Yard Joseph CFP 763-416-4244 763-416-4255
Maple Plain Baldry Kurt CFP 763-479-1099 763-479-1999
Marco Island Hubley Roger CFP/CLU/ChFC 239-389-7420 239-389-7423
Marshall Bowen Tyler 507-537-0207
Marshall Schiavo Larry 507-532-2219
Marshall Skogrand Corey CFP 507-532-2219 507-532-0018
Marshall Skogrand Cory Ann CFP 507-532-2219 507-532-0018
Medota Heights Salverda Lauri CFP CFA 651-294-0013 651-389-9440
Mendota Heights Baune Kyle CFP 651-289-6541
Mendota Heights Dettmann Dave CFP 715-441-0175
Mendota Heights Frey Jill ChFC, CASL 651-249-6970
Mendota Heights Tarara Charles CLU, ChFC 651-306-1543 651-306-1525
Milaca Humphrey Thomas CFP 320-983-1331 320-983-2341
Milaca Roeschlein Daniel 320-983-1331
Minneaolis Oldre Vincent CFP 952-657-7470
Minneapolis Adams William CFP 612-349-4814
Minneapolis Ahlgren Jason CFP 651-208-5719
Minneapolis Andersen Kristi CFP 612-354-3032 612-313-7489
Minneapolis Anderson Alexander CFP 612-376-4503
Minneapolis Anderson Casey CFP 612-376-4764 612-376-4600
Minneapolis Anderson Corey 952-224-5400 x204 952-224-5409
Minneapolis Anderson Nancy JD, CTFA 612-349-4803 612-349-7975
Minneapolis Andresen Nicholas CFP 612-376-4597
Minneapolis Arms Leo
Minneapolis Arnold Sarah 612-678-4773
Minneapolis Augustine Scott CFP 612-617-6000 612-617-6001
Minneapolis Avelar Derrick CFP 612-230-3004
Minneapolis Barton Lisa 612-340-7685
Minneapolis Bauman Aimee CFP 612-667-6760 612-316-1156
Minneapolis Baustian Shannon 612-303-3073
Minneapolis Becker-Gemmill Karen CFP 763-765-6393
Minneapolis Belkin Michael 866-589-1707
Minneapolis Bennett Angus 612-767-7471 612-767-7478
Minneapolis Bennis Wendy 612-767-6223 612-341-9363
Minneapolis Benson Tammy 866-589-1707
Minneapolis Berger Mark CFP 763-746-2666
Minneapolis Bergherr Benjamin 612-916-0246
Minneapolis Bergstrom William CFP 651-379-3908 651-379-3955
Minneapolis Betz Chuck CFP 612-376-4654 612-376-4690
Minneapolis Beversdorf Tim CFP 952-893-3814 952-893-3830
Minneapolis Bills Judith 952-843-0300 952-843-0302
Minneapolis Bina John 651-379-3908
Minneapolis Bloodworth Sharon CFP 612-455-6901 612-455-6901
Minneapolis Blume Steve 866-589-1707
Minneapolis Bonine Robert CFP 612-349-6400 612-279-6477
Minneapolis Boria Patrick LUTCF, CLTC 952-843-4437 952-593-5026
Minneapolis Box Douglas CFP, ChFC 612-347-8686 612-313-7524
Minneapolis Braun Donny 612- 367-8808
Minneapolis Bremer David CFP/CPA/PFS 952-893-3821 952-893-3830
Minneapolis Bresler David 612-671-4569
Minneapolis Briel Chloe 651-236-0740
Minneapolis Brown Mark 952-807-0628 312-381-0532
Minneapolis Brown Richard 952-844-0995 952-844-0996
Minneapolis Browning Steve 612-692-7828 612-692-7666
Minneapolis Burns Cassidy CFP 612-904-6221 612-904-6271
September 15, 2016 Page 7Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Minneapolis Chase Rachelle CFP 952-896-3400 952-896-3401
Minneapolis Christianson David 612-215-1749
Minneapolis Cosgriff Matt CFP 952-212-5676
Minneapolis Coughlan Lisa 612-844-4375 612-671-4749
Minneapolis Crenna James CFP 612-455-5861 612-455-5600
Minneapolis Dahl Craig CFP 612-812-7108 612-340-6791
Minneapolis Davis Christopher 612-209-2838
Minneapolis Dean Mark 612-340-6818 612-340-6482
Minneapolis DeBaere Kimberly CFP 612-373-4242 612-371-0122
Minneapolis Deichert Sean 952-905-5013
Minneapolis Delaney Matthew 612-376-4702
Minneapolis Devitt Carol CFP, CPA 952-351-4663 952-835-5845
Minneapolis DeWitt Drew 952-449-9269 x633 952-449-9264
Minneapolis Domeyer Andrew CFP 888-925-2926 612-376-4690
Minneapolis Dubuque Ellen JD/CFP 612-870-9630 612-870-1200
Minneapolis Dunn Richard AIF, AAMS 612-436-3770
Minneapolis Ecker Jenna 612-397-3353
Minneapolis Eichten Robert CFP PFS 612-202-9418 612-395-3915
Minneapolis Elling Jordan 612-376-4642 612-376-4850
Minneapolis Elmtalab Sahand CFP, CLU 952-698-7029
Minneapolis Elston Brondell Jennifer JD 612-339-2343
Minneapolis Eng Barbara 612-671-5530
Minneapolis Estes Robert 612-827-2000
Minneapolis Evans Jr. Robert 612-781-5790
Minneapolis Friedges Stacy CFP 952-844-0995
Minneapolis Fritschel James CPA, CFP 612-347-7986 612-347-7983
Minneapolis Fruechte Kevin 763-226-9717
Minneapolis Frye Andrew CFP, CPA 612-376-4533 612-376-4600
Minneapolis Funk Aaron 866-589-1707
Minneapolis Garmaker Jeanette CFP 612-839-6146
Minneapolis Garrett Kristin CFP 651-592-5474 952-563-1213
Minneapolis Giefer Michael JD, CFP 612-337-5030 612-337-5070
Minneapolis Ginkel Chris CFP 612-340-8401 612-340-8076
Minneapolis Gislason Scott 612-617-6159 612-256-3159
Minneapolis Glennie Melissa 952-893-1200
Minneapolis Greene Michael CFP 612-671-4707 612-671-4749
Minneapolis Grochowski Joseph CFP ChFC 612-378-7560 612-379-4895
Minneapolis Gustafson Michael CFP 952-591-9770x334 952-591-9770
Minneapolis Hagan Patrick CFP 763-543-5157 612-525-0372
Minneapolis Hagen Derek CFP 612-644-6155
Minneapolis Haglin Michael CFP/CLU
Minneapolis Hansen William JD LLM, CFP 763-398-5800 763-543-5667
Minneapolis Hanson Cynthia CFP 612-671-7036 612-671-8947
Minneapolis Hasler Aaron 612-208-0653
Minneapolis Haugen Anders CFP 612-349-6400 612-279-647
Minneapolis Haukedahl Mark CLU, ChFC 952-888-1211 612-888-0703
Minneapolis Heiser Michael 612-371-2363
Minneapolis Herbeck David CPA/PFS, ChFC 763-8546-6211 763-543-5667
Minneapolis Hicks Derek CFP 612-376-4565 612-376-4690
Minneapolis Higgins Jay CFP 612-904-6223 612-904-6250
Minneapolis Hofstede Diane 612-280-1077
Minneapolis Holupchinski Peter CFP 612-376-4593
Minneapolis Hornung Richard 651-379-3919 651-631-8166
Minneapolis Horsch Carl CFP 612-303-4625
Minneapolis Houle Nicholas CPA/PFS, MBT, CFP 612-375-4500 612-376-4850
Minneapolis Hoversten Kim
Minneapolis Howard Scott 651-294-8309
Minneapolis Jensen Scott 612-347-8630
Minneapolis Johnson Kelly 612-371-7751
Minneapolis Johnston Ty 612-337-5030
September 15, 2016 Page 8Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Minneapolis Jones Nancy CFP 763-765-6469
Minneapolis Jorgensen Matthew CFP 612-671-3131
Minneapolis Jungquist David ChFC, CLU, CMFC 952-885-2728
Minneapolis Kairies Stephen CLU ChFC 952-885-2734 952-885-0995
Minneapolis Karpinsky John 612-347-8669 612-347-7546
Minneapolis Kaul Scott CFP 612-303-3193
Minneapolis Keckler Marcy CFP 612-671-4195 612-671-7432
Minneapolis Kelzenberg Todd 612-436-3788
Minneapolis King Andrew CFP 612-904-6225
Minneapolis Kirby Barbara CFP CLU ChFC 651-379-3942 651-631-1139
Minneapolis Klefsaas Robert CFP, AIF 952-896-3820 952-896-3819
Minneapolis Klosterman Robert CFP 612-455-6900 612-455-6901
Minneapolis Knutson Gerald CFP CFA 612-201-3759
Minneapolis Koch David CFP, CFA 612-347-7966 612-347-7983
Minneapolis Koenig Preston 612-418-1114
Minneapolis Kompelien Brian ChFC 612-978-1911 612-313-7560
Minneapolis Kostick Brian 612-375-8896
Minneapolis Laner Laurie CFP 952-843-0301 952-843-0302
Minneapolis LaPean Timothy CFP 612-460-7355
Minneapolis Larkin Joseph CLU, ChFC 612-347-7808 612-313-7536
Minneapolis Lear Steven ChFC CLU 952-253-2564 952-544-5524
Minneapolis Leighton Paul CLU/ChFC 612-617-6121 612-617-6003
Minneapolis Lennick Douglas CFP 612-843-5001 612-671-5108
Minneapolis Libbe Katie 763-765-2834 763-765-2834
Minneapolis Lipinski Jeremy CFP 612-349-6400 612-339-5344
Minneapolis Loomis George CFP 952-225-0310 952-525-8538
Minneapolis Loveland Keith JD, AIFA, CIDA 952-746-1106 952-893-0133
Minneapolis Ludwig Peter CFP 612-379-7773 612-379-7781
Minneapolis Lund James CFP/MBA 612-367-8800 612-367-8886
Minneapolis Lyders Randi CFP 952-841-6500 952-841-6535
Minneapolis Machlitt Melissa CRPS, CRPC 763-315-8000 612-315-8040
Minneapolis Magstadt Jed 612-367-8831
Minneapolis Manchester Jonathan CFP, CFA 612-667-8630
Minneapolis Martin Michele 612-381-8750
Minneapolis May Daniel CFP, CRC 612-347-8622 612-313-7504
Minneapolis May Jason CFP 612-347-8600
Minneapolis McConnell Michael CFP, CPA, PFS 612-376-4643 612-376-4600
Minneapolis McNeil Donald 952-841-0206
Minneapolis Meath Robert 612-347-8637 612-347-7839
Minneapolis Meath-Sinkin Kerry 612-347-8689
Minneapolis Melander Jon AIF, CFP, CIMC, CIMA 952-847-4802 952-516-7230
Minneapolis Mertens Kristi CFP 320-237-3811
Minneapolis Miller Joseph CFP 763-201-1390 763-201-1305
Minneapolis Mitchell Barbara JD 612-436-1445
Minneapolis Moen C. Buzz CFP 952-884-9311 952-893-0133
Minneapolis Moran William CFP/CPA 612-671-1326 612-671-4749
Minneapolis Moss Katherine CFP/CFS/REG PRIN 763-315-8000 763-315-8040
Minneapolis Moyneur Patrick CFP 952-921-8998 952-844-0996
Minneapolis Murphy Ashley CFP 612-584-0682
Minneapolis Nelson Joseph CFP 612-347-8630 612-313-7527
Minneapolis Nelson Matthew CFP 952-225-0343
Minneapolis Nelson Mitchell DIA, CLTC 952-224-5400 x206
Minneapolis Nesser Lisa CFP 651-639-0786 763-788-4959
Minneapolis Nickolay Laura CFP, CPA 612-455-6909
Minneapolis Noel Kathryn CFP 952-885-2719 952-885-0995
Minneapolis Nohner-Black Ardis 612-345-5993 612-345-5986
Minneapolis North Brad CFP 612-617-6169 612-256-3169
Minneapolis O'Keefe John CFP 952-225-0315 952-525-8538
Minneapolis Olsen Berthel CFP 612-465-8119 952-893-0133
Minneapolis Olsonoski Steve 952-225-0348 952-525-8538
September 15, 2016 Page 9Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Minneapolis Ostrem Linda CFP 612-671-7819
Minneapolis Palmer Lenny 866-589-1707
Minneapolis Pechacek Laura CFP 608-354-1878
Minneapolis Plifka Greg 866-589-1707
Minneapolis Polley Bryan CFP, RFC, CFS 612-303-4255
Minneapolis Prum Kosal 612-272-6419
Minneapolis Qualy Trisha 612-347-7807
Minneapolis Quandt James CFP 952-908-2505
Minneapolis Ray Robert CFP 952-857-1308 952-837-1133
Minneapolis Ricci Michael CFP 612-378-7560 ext. 20 612-379-4895
Minneapolis Rich Jerry CFP 952-853-8472
Minneapolis Rishovd, II Thomas CFP 612-340-6748
Minneapolis Robinson Jay 612-375-0607 612-371-0801
Minneapolis Rose Jonathan CMFC, CFP 952-896-3400 612-896-3401
Minneapolis Rossi Joan CFP 612-870-7414 612-870-1200
Minneapolis Rossi Stephanie CFP 952-844-0995 952-844-0996
Minneapolis Rovaina Tiffany CFP, ChFC 612-876-4842
Minneapolis Rudi John CRPC 612-340-4551
Minneapolis Samaha Ahmed CFP 612-746-5305
Minneapolis Schmidt Christine CFP 612-339-2343
Minneapolis Schultenover Richard CFP, CFS 612-617-6030
Minneapolis Schwandt David CFP/JD/CLU/ChFC/MSFS 612-436-3755 612-313-7554
Minneapolis Schwartz Gary CLU, ChFC, CRPC
Minneapolis Schwartz Paul CFP 612-316-2720 612-667-7963
Minneapolis Schwartz Todd CFP 612-671-2404 612-671-4749
Minneapolis Setterlund Benjamin CFP, CFS 612-617-6028 612-256-3028
Minneapolis Sexton Samuel CFP, CPA 612-397-3136
Minneapolis Simpson Scott CFP 952-225-0345 952-525-8538
Minneapolis Stanley Bonnie 763-781-1212 763-226-2393
Minneapolis Steele Melissa 866-589-1707
Minneapolis Stein Paul CFP 612-347-8630 612-313-7527
Minneapolis Strauss Ingrid CFP 612-617-6081
Minneapolis Stroh Gregory 952-893-1200 952-893-0133
Minneapolis Strohmaier Sara CFP 952-548-3456
Minneapolis Swanson Tyler 612-376-4598
Minneapolis Tate Andrew CFP 612-617-6000 x6049 612-256-3049
Minneapolis Tate Lawrence 612-617-6072 612-256-3072
Minneapolis Tegeler Jeffrey CFP, ChFC, CLU 952-941-7006 x14 952-941-7064
Minneapolis Tenpenny Seth CFP 614-397-8916 614-763-7959
Minneapolis Terhorst Todd CFP, CLU, ChFC, AAMS, CRP 612-435-0035 612-435-0030
Minneapolis Thibault Nadine 320-224-5115
Minneapolis Thorne Brett 866-589-1707
Minneapolis Thorup Jeffrey CFP 651-631-8166 x215 651-631-1139
Minneapolis Traxler Lucas CFP 507-340-5743
Minneapolis Truckenbrod Jane CPA 612-349-5210 612-371-2075
Minneapolis Turner Andrew CFP 612-904-6226 612-904-6276
Minneapolis Visser Paul 866-589-1707
Minneapolis Waalen Norris 612-253-5093
Minneapolis Wacek Benjamin CFP 651-639-8707 952-854-6276
Minneapolis Ward Anne CFP 612-230-3720 612-230-3714
Minneapolis Waters Kathryn CFP 612-667-7686
Minneapolis Waytashek Janice 866-589-1707
Minneapolis Wehr Stephen CFP 612-303-3131
Minneapolis Welter Lou CFP, CRPC 612-871-1413 612-871-5634
Minneapolis Wempner Gail 952-544-0821 952-417-0504
Minneapolis Wengronowitz Ann CFP 612-617-6110
Minneapolis Whaley Carl CFP 612-316-2714 866-554-8702
Minneapolis Wielinski Peter CFP 612-920-2589
Minneapolis Winkels Thomas CFP 612-347-8641 612-313-7546
Minneapolis Wisgerhof W Scott CPA, ChFC, CLU 612-667-8271
September 15, 2016 Page 10Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Minneapolis Wright Jr Thomas CFP 612-667-1784 612-667-8739
Minneapolis Young Erik
Minneapoolis Rouman Samuel CFP, AIF, CLU, ChFC 952-563-6950
Minnetonka Altman Laurence CFP/CLU 952-908-2510 952-908-2501
Minnetonka Antkowiak Ryan CFP 952-857-5524
Minnetonka Barbier John ChFC 952-945-0931
Minnetonka Bergstrom Nancy CFP 952-835-8287 952-835-8283
Minnetonka Bockus Beverly CFP 612-508-2660
Minnetonka Bruce Richard CFP 612-718-8149 612-303-3793
Minnetonka Daline David CFP 952-476-3755 952-476-3750
Minnetonka Evans Ronald CFP 952-253-1099 952-944-5789
Minnetonka Fleischauer Alan ChFC, CLU, CFP, RICP 952-975-1787 952-277-4301
Minnetonka Fulton Aaron CFP 952-831-2200 952-831-2201
Minnetonka Glasheen William CFP 801-699-6053
Minnetonka Good Jason CFA,CFP 952-941-2795 x12 952-513-2048
Minnetonka Guncheon Kelly CRPS 952-449-4467
Minnetonka Hahm Nathanael CFP 763-542-8884
Minnetonka Haider Anthony 952-258-5047
Minnetonka Harms Gaylen CFP/CLU/ChFC 952-908-2520 952-908-2501
Minnetonka Hawks Anita CFP, CRPS, MBA 952-473-2921 952-745-0841
Minnetonka Hemingway Eric 952-232-0230
Minnetonka Hemingway Richard CLU, ChFC, CFP, MSFS 952-417-6033
Minnetonka Henderson Renay CFP 952-835-8278 952-835-8283
Minnetonka Hubert Tamara CFP 952-465-0323 952-935-4957
Minnetonka Johnson Wanda CFP 952-563-1221 952-563-1213
Minnetonka Kopischke David CFP 612-702-9470
Minnetonka Kuehl Bruce CFP 763-542-8884 763-542-8821
Minnetonka Lawson Kevin CFP 952-944-3206
Minnetonka Lundgren Art 612-250-9635
Minnetonka Madsen Anton CFP (651) 402-7146
Minnetonka Meland Patricia CFP 952-252-3880 x75203
Minnetonka Moltaji Roya CFP, ChFC 952-769-2126
Minnetonka Nelson Scott CFA, CFP 952-405-2000
Minnetonka Norine Dean CFP 952-563-1220 952-563-1213
Minnetonka O'Hagan Sean CFP 952-693-2630
Minnetonka Rogers Michael AIF 952-542-8900 952-562-8962
Minnetonka Schlicht Jeffrey 651-583-7295
Minnetonka Silbaugh D. Peter CFP 952-563-1225 952-563-1213
Minnetonka Smith Ken CFP 612-667-3488 612-667-4727
Minnetonka Strate James CFP 952-252-3880
Minnetonka Tranovich Kathleen CFP 952-253-6016
Minnetonka Tufte Keith 952-253-6006
Minnetonka Walsh John 952-847-3556
Minnetonka Wehner Karen CLU, ChFC 952-937-5072 952-937-5139
Minnetonka Westin Dan CFP, ChFC, CASL 952-767-6301
Minnetonka Zimmerman Linda CFP 952-563-1214 952-563-1213
Montevideo Rekow Mark CFP 320-269-7889 320-269-3220
Montevideo Vomacka Charles CFP 320-269-7889
Montrose Lack Lee Anne CFP 612-875-8317 612-870-0417
Morris Schaefer Timothy CFP 320-288-4084
New Brighton Bruner Robert CFP, ChFC 651-233-2387
New Brighton Martin Brian CFP 612-747-8064
New Brighton McCready Paul RFP/CFP 651-639-8707 651-639-8807
New Brighton Ovshak Michael CFP 651-633-2689 651-633-2847
New Hope Lee Thomas CFP 763-657-2404 763-657-2406
New Hope Olson Elizabeth CFP 952-693-2630
Nisswa VanDerwerker Dirk 218-821-8460
North Oaks Michaels Ramona CFP 651-481-0508 651-481-0561
North Oaks Miller Mark CFP, MSFS 651-998-9822 651-230-3516
North Oaks Turkington Cynthia CFP 651-484-0701
September 15, 2016 Page 11Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
North St Paul Erpenbach Michael CRPC 651-200-4144 651-483-0055
Northfield Falck Richard CFP, ChFC, CLU, MBA 507-645-2993 507-645-6637
Northfield Faust Blake CFP 507-581-1541
Northfield Goodney Leota CFP CPA 507-663-0861 507-663-1253
Oakdale Gleason Travis CFP 651-735-5878
Oakdale Hatlestad Aimee CFP 651-735-5878 651-735-5881
Oakdale Rekstad Peter CLU, ChFC, CFP 651-735-5878 651-735-5881
Oakdale Stoerzinger Lee CFP 651-578-1600 651-578-1699
Owatonna Dufresne Thomas CFP/CPA 507-444-0901 507-444-0721
Perham Staebler Jon CLU, LUTCF 218-346-2211 218-346-2221
Pine Island Reiter Philip 507-529-6073
Pipestone Brockberg Eric CFP
Plainview Basballe Dana CFP 507-534-3198 507-534-3882
Plmyouth Schmitz Peter CFP, CFA 763-450-1806
Plymouth Awes Zurich CFP, CSA 763-577-1900 763-577-1999
Plymouth Carpentier Michael 763-541-8400 763-541-8404
Plymouth Cerney Del 763-694-0234
Plymouth Comer John CFP 651-200-4144
Plymouth Cozad Douglas CFP/MBA 952-449-4412 952-746-9079
Plymouth Cullen-Huebschen Kathryn CFP 612-281-9185
Plymouth Dekko Jeff CFP 763-417-1420 952-249-5113
Plymouth Fernandes Benhur 763-593-0649
Plymouth Fischer Kelly CFP 952-249-7024 952-249-7034
Plymouth Gerhardson Lyle 763-544-0850
Plymouth Gillespie Wendy CFP 763-543-5183 763-231-4141
Plymouth Gries Gerald CFP, AAMS 763-593-1258 763-595-7317
Plymouth Gruning James MBA, RFC 763-473-4294 952-417-0786
Plymouth Hanson Gregory 952-541-0020
Plymouth Hinz John CFP 763-559-1656 763-550-0982
Plymouth Huang Fang CPA, CFP 763-432-7875 763-374-6042
Plymouth Johnson Curtis CFP CPA 763-525-0258 763-525-0372
Plymouth Kobs Michael 763-541-8400 763-541-8404
Plymouth Koch Tim 612-860-2198
Plymouth Maier Kate JD, CFP, CTFA 763-417-1678 763-417-1679
Plymouth Mayrand Alex CFP 763-541-8400
Plymouth Middendorf Nicole CDFA 763-231-9510 763-231-9520
Plymouth Moleski Eric CFP 952-513-1466 952-513-1464
Plymouth Mueller Kristen 763-231-7886 763-231-7890
Plymouth Myrum Jeremy CFP 763-417-1636
Plymouth O'Laughlin Kevin CFP, CFS 952-513-1466
Plymouth Peichel Wendy 763-541-8400
Plymouth Prescott Justin CFP AIF 763-541-8400 x103 763-541-8404
Plymouth Revier Ronald CFP/CPA 763-417-0809 763-417-0852
Plymouth Schelitzche Andy 763-593-0649
Plymouth Shallman Tenielle CFP 763-417-1674 763-417-1674
Plymouth Snow Peter CFP 612-840-2093
Plymouth Vancura Bryan CFP 952-513-1466
Prior Lake Miller Richard CFP, CPA/PFS 612-309-3018
Prior Lake Primeau Bruce CFP 612-987-9112
Proctor Dickinson Kyle CFP 218-628-3135
Proctor Wallschlaeger Scott CFP 218-628-3134 218-628-3133
Red Wing Ritter David
Red Wing Ritter Douglas CFP 651-388-9594 651-388-9620
Richfield Brown Lauren 612-824-1107
Richfield Lund Christina 612-961-0152
Richfield Nakashima Michael CFP 612-824-1107
Richfield Newman Debra ChFC, CLU, LTCP 612-454-4402 952-888-5170
Richfield O'Hearn Dennis 612-798-5851
Richfield Tartaro Peter CFP 612-671-7754
Rochester Alleckson Eric CFP 507-226-0483 507-226-0583
September 15, 2016 Page 12Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Rochester Allen Frank CFP 507-284-4394
Rochester Anderson Kelly CFP 507-280-3425
Rochester Basballe Paul CFP 507-286-9130 507-286-9027
Rochester Boser Rosanne CPA/PFS 507-284-4641 507-284-9997
Rochester Decker Richard CFP 507-536-6024
Rochester Ellingson Byron CFP, AIF, PRP, AWM 507-536-2018 507-288-7913
Rochester Vix Andy CFP 507-288-4248
Rogers Nordmeier David CFS, CFP 763-428-0066 763-428-0072
Rogers Pederson David CLU 763-428-0069 763-428-0072
Rogers Stolba Mitchell 763-489-7378
Roseville Gaffaney David CFP 651-602-7814 651-602-7825
Roseville Locke Julian CRPC, CDFA 651-636-4348 877-341-4751
Roseville McDonough Jody 651-491-8295
Roseville Stave Noel 612-242-1171
Saint Paul Strand Cynthia CFP 952-838-8189
Sauk Rapids Kowalik Naomi CFP/JD/CLU/ChFC 320-257-8888 320-257-4999
Savage Lund Jerry CFP 612-678-4650 612-671-7432
Savage Stone Reid 952-233-2151
Scottsdale House John CFP, CHFC 480-905-3260 612-347-7801
Shakopee Sullivan Molly CFP 952-215-7626
Sheboygan Van Calligan Derek 612-397-3292
Shoreview Hanson Scot CFP 612-590-6389
Sioux Falls Rodman Jeff 605-357-3125
Sioux Falls Volin James CFP ChFC 605-335-1693
Slayton Goedtke CarlaAnn RFC, CSA 507-836-8844 507-836-8898
Slayton Goedtke James CEO, RFC, CSA 507-836-8844 507-836-8898
Souix Falls Halbur Chad CFA 866-200-6528
South St Paul Paape Jodee 651-455-4621
St Charles Troendle Fredrick CFP 507-932-0254
St Cloud Carriar Barclay CFP, AAMS, CRPC,AWMA 320-654-6715 320-252-5549
St Cloud DeGraaf Larry CFP/ChFC/CLU/CSA 320-251-6968 320-202-8505
St Cloud Hallonquist Jason CFP 320-252-6552 320-252-6534
St Cloud Hinds Patricia CFP 320-202-1655 320-230-2389
St Cloud Johnson Sandra CFP, CLU, MS, ChFC, CRPC 320-654-6715 320-252-5549
St Cloud Juilfs Cathy AIFA, CEBS, CFP 320-252-6552 320-252-6534
St Cloud Laraway Steven CFP 320-253-2490 320-259-0557
St Cloud Nies Royce CFP 320-258-3533 320-258-3513
St Louis Park Abramovich Omer MBA 952-253-2561 952-544-9818
St Louis Park Benson Jeffrey
St Louis Park Berg Kyle 952-253-2581
St Louis Park Berhow Matthew CFP 952-253-2570 952-544-5524
St Louis Park Bishop Michael CFP 952-249-7008 763-417-1701
St Louis Park Brown Jay CFP 651-665-1625 651-665-7307
St Louis Park Bunin Richard JD 952-544-2345 952-593-2508
St Louis Park Cassidy Michael CFP, ChFC 612-822-7177
St Louis Park Caverly Robert 651-335-9416
St Louis Park Devick Richard CFP 952-591-0113 952-591-0104
St Louis Park Doroff Randy CFP 763-367-7980 763-367-7981
St Louis Park Doroff Todd CFP 763-367-7980
St Louis Park Feterl Andrew CFP 952-591-0113 952-591-0104
St Louis Park Fischer Mark CFP/CLU 612-210-8326
St Louis Park Fishman Andrew CFP, MBA 952-253-2563 952-544-5524
St Louis Park Greenwald Joel M.D./CFP 952-641-7616 952-426-3626
St Louis Park Kirchner Ann CFP 612-804-5337
St Louis Park Lear Dan 952-253-2566
St Louis Park Liang Jonathan CFP 952-546-5456
St Louis Park Lucey Joseph CFP 952-460-3260 952-460-3261
St Louis Park Mastel Emmy CMFC, CLTC 952-544-9533 x7115
St Louis Park Meisler Seth CFP, CPA 952-253-2584
St Louis Park Metzig Brittany CFP, NSSA 952-591-0113 952-591-0104
September 15, 2016 Page 13Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
St Louis Park Nall Marc CFP 612-671-6380 612-671-4768
St Louis Park Sealine Joyce ChFC, CLU, CFP 952-905-2244 952-905-2245
St Louis Park Usem Marc
St Louis Park Yang Mai CFP 952-641-7868
St Louis Pk Kersten Ruth CFP 612-671-8973 612-671-4749
St Paul Augustin Nicholas CFP 262-385-2147
St Paul Berigan William CFP 651-317-4330
St Paul Blaeser Gregory 651-481-6900 651-481-0609
St Paul Blaine Byron 651-286-4755
St Paul Brehmer Diane 651-800-8348
St Paul Brown Kathy 651-286-4734 800-503-8884
St Paul Carlson Gregory CFP, CPA, MBT 651-767-1628 651-297-6929
St Paul Cummings Gregg CFP 651-215-8468 651-215-8408
St Paul Decker Joshua CFP 651-292-4895 651-292-4815
St Paul El-Gamal Ghada CFP 651-286-4729 888-247-2122
St Paul Fredrickson Aaron 651-286-4718 888-247-2137
St Paul Gusick Kristy 651-348-6398
St Paul Haage Travis CFP 651-335-0647
St Paul Hagen Luther ChFC, CLU, CFP 952-431-2224
St Paul Harmon Linda CFP, CPA 651-332-5545 651-332-5559
St Paul Hartmon Bollom Colleen CFP 651-332-5540 651-332-5559
St Paul Hennen Bruce CFP, ChFC, CLU 651-256-6006 651-882-9740
St Paul Hume Ronald 651-251-3634 651-251-1010
St Paul Jensen Elyse CFP, ChFC, CLU 218-590-8513
St Paul Johnson Craig 651-605-2751
St Paul Junker Michael CFP 651-215-8446 651-215-8408
St Paul Kincade Patrick 651-251-3642
St Paul Kincade Robert 651-251-1007 651-251-1010
St Paul Kuenster Kevin CFP, CPA, CLU 651-205-7489 651-205-6088
St Paul Lewis Michael 651-286-4735
St Paul Little Josh
St Paul Lynn Jonathan 651-251-3633
St Paul McCray Elizabeth 651-325-4297
St Paul McTeague Sean CFP 651-665-4520 651-665-3565
St Paul Meilahn Joni CFP 651-466-6330
St Paul Mergens Gregory
St Paul Mooreland James CFP, MS 651-621-5712 651-344-0817
St Paul Murray Luke CFP 651-215-4424
St Paul Norton Brad 651-286-4744 800-503-8884
St Paul Oberg John CFP, CPA,MBA 651-215-4430 651-215-4492
St Paul Pickler John 651-605-2706 763-746-8625
St Paul Pohl Michael 612-397-3060
St Paul Pope Laura CFP 651-286-4757 800-503-8884
St Paul Purkat Corey CFP, AIF 763-442-2196
St Paul Ranheim Luther 651-325-4206
St Paul Ronn James CFP 651-490-9790 651-490-9788
St Paul Ryan Lee CFP 651-286-4767 888-247-2122
St Paul Utecht Todd CFP/CFA 651-312-9315 651-225-3788
St Paul Van Hoever Elizabeth CFP 651-215-4409 651-228-0776
St Paul Vlastuin Jordan 651-289-6444
St Paul Walsh Thomas CFP, CPA 651-215-4441 651-215-4493
St Paul Weier Matt CFP 651-318-0434
St Paul Wendt-Vann Claudia CFP 651-699-9146
St Paul West Kristine 651-251-3630 651-251-1010
St. Cloud Botz Jeffrey CFP 320-259-3531
Stillwater Higgins Jay CFP 651-271-5567
Stillwater Holsten Michael CFP, CPA, JD 612-397-4018 612-397-4550
Stillwater Ledson Mark CFP, CRPC 612-412-6850 763-417-1431
Victoria Baso Christopher 218-232-5836
Victoria Heitkamp David CFP 952-591-9770
September 15, 2016 Page 14Minnesota Chapter
DesignationsFirst NameLast NameCity Office Phone Fax Phone
MEMBERSHIP DIRECTORY - Minnesota
Virginia Olivanti Cheryl 218-741-2804 218-741-3110
Wayzata Bortnem Kathie 877-867-7293 952-476-7971
Wayzata Brass James CFM, MBA, CIMA, CFP 612-790-1900
Wayzata Carrington Brian 952-476-2770
Wayzata Cheeley Mark 952-449-6693 763-494-0590
Wayzata Epple Richard CFP 952-470-5049 952-470-1062
Wayzata Ericson Kenneth CFP 612-466-5874
Wayzata Gehle Roxane CFP 952-404-5933 952-471-1122
Wayzata Kiefer Angela CFP 952-476-3542 952-476-9767
Wayzata Nelson Clint 952-767-3021
Wayzata Oslund Brandon CFP, CIMA, CRPC 952-404-5941 612-235-6106
Wayzata Plant Steven CFP 952-767-1704
Wayzata Rampetsreiter Paul 952-449-6687
Wayzata Schroeder Julieann CFP, AIF 952-767-3494 952-829-5555
Wayzata Stricker Alan 952-767-2073
Welch Fier Janice
White Bear Lake Jordahl Gerald CFP 651-762-1042 651-762-1041
White Bear Lake Peterson Brian CFP, MBA 612-812-5277
Willmar Kreps Jonathan CFP 320-235-8065
Willmar O'Fallon Robert CFP/ChFC/CLU/LUTCF/CFS 320-214-7837 320-235-7997
Willmar Weiberg Eric CFP 320-235-1416 320-235-2671
Wilmar Anfinson David CPA/PFS 320-235-7491 x218 320-234-7497
Winona Pomeroy Jamie 612-554-5860
Woodburry Dunkel Jeff CFP, CLU, ChFC, CTFA 612-844-4283 612-844-8036
Woodbury Buck Charles CFP 651-330-3585 651-204-2109
Woodbury Campbell Michelle CFP 651-714-0323 651-714-0422
Woodbury Christian Trever 651-797-3532
Woodbury Daly Lynn CLTC 651-379-3933 651-379-3951
Woodbury Hansen Ronald CFP 651-247-3997 614-677-4494
Woodbury Kenworthy Paul CFP 612-202-6221
Woodbury Kohler Krystal 651-368-6442
Woodbury Lett Richard 651-739-2010
Woodbury Maggard Richard CFP 612-678-5834
Woodbury Parnell Paul 651-730-2473x108 651-730-5432
Woodbury Pilacinski Darin CMFC 763-494-8889
Woodbury Pollard Dana CFP 651-205-5005 651-205-7108
Worthington Kvilhaug Gregorie CFP/CPA 507-376-4151 507-376-4154
Wyoming Thomas Christine CFP 651-600-1494
September 15, 2016 Page 15Minnesota Chapter