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MEMBERSHIP DIRECTORY BY CITY Minnesota September 2016

MEMBERSHIP DIRECTORY BY CITYfpamn.org/wordpress/wp-content/uploads/FPA-Members-by-City-September2016.pdfArden Hills Jaremko Thomas CFP 651-765-7027 651-494-9768 Arden Hills Juckel

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Page 1: MEMBERSHIP DIRECTORY BY CITYfpamn.org/wordpress/wp-content/uploads/FPA-Members-by-City-September2016.pdfArden Hills Jaremko Thomas CFP 651-765-7027 651-494-9768 Arden Hills Juckel

MEMBERSHIPDIRECTORY

BY CITY

MinnesotaSeptember 2016

Page 2: MEMBERSHIP DIRECTORY BY CITYfpamn.org/wordpress/wp-content/uploads/FPA-Members-by-City-September2016.pdfArden Hills Jaremko Thomas CFP 651-765-7027 651-494-9768 Arden Hills Juckel

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

[email protected]

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]

[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

[email protected]

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]

Page 3: MEMBERSHIP DIRECTORY BY CITYfpamn.org/wordpress/wp-content/uploads/FPA-Members-by-City-September2016.pdfArden Hills Jaremko Thomas CFP 651-765-7027 651-494-9768 Arden Hills Juckel

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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