Client Access
Close Menu
Close Menu
Full Menu
Client Access

Minneapolis North

While our headquarters is located in St. Louis, Missouri we have offices and advisors across the entire U.S. to assist all our clients with their financial needs. No matter where our clients live, we can provide them with the same level of service and attention, whether face-to-face or virtually. Our goal remains the same, to provide advisory services that are tailored to your unique financial dreams and goals.

Contact Info

  • 6160 Summit Dr N
    Suite 580
    Minneapolis, MN 55430
    United States
  • Phone
    (651) 639-8707
Contact This Office

Advisors & Brokers

Rick Frith
Senior Financial Advisor
Rick Vasterling, CFP, CFS
Financial Advisor
Phil Connolly, CFP, ChFC
Financial Advisor
Andrew Shuldheisz
Senior Financial Advisor
Kyle Danner
Senior Financial Planner
Jimmy Trebisovsky
Financial Planner
John Blaylock
Enhanced Services Manager
Jill Leverty
Paraplanner
Lisa Walt
Client Service Associate
Kory Kiekhoefer
Senior Client Service Associate
minneapolis north skyline

Larson Office | North Minneapolis, MN

Schedule a Consult