Broker Check

Nelson Team

Matthew  Nelson

Matthew D. Nelson, CFP®, AIF®

SENIOR FINANCIAL ADVISOR, EXECUTIVE OFFICER

(952) 225-0343

(952) 545-6541

Brandon  Hebert

Brandon Hebert

CLIENT SERVICE MANAGER

(952) 225-0363

(952) 545-6541

Jacob  LaRue

Jacob LaRue, CFP®

FINANCIAL PLANNING ASSOCIATE

(952) 225-0364

(952) 545-6541

Pam  Hebert

Pam Hebert

ADVISOR SUPPORT SPECIALIST

(952) 225-0331

(952) 545-6541

Julia Hudson

Julia Hudson

OPERATIONS MANAGER/REGISTERED ASSISTANT

(952) 225-0362

(952) 545-6541

Dennison Team

Jon  Dennison

Jon Dennison

FINANCIAL ADVISOR, FINANCIAL PLANNING DIRECTOR

(952) 225-0340

(952) 545-6541

Stephani  Scheuermann

Stephani Scheuermann

SENIOR CLIENT SERVICE MANAGER

(952) 225-0346

(952) 545-6541

Finley Team

Matthew  Finley

Matthew J. Finley, CFP®

FINANCIAL ADVISOR, INVESTMENT MANAGEMENT DIRECTOR

(952) 225-0347

(952) 545-6541

Abbey Marquardt

Abbey Marquardt

CLIENT SERVICE MANAGER

(952) 225-0345

(952) 545-6541