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Showing 1 - 7 of 7 results
WHITEBOX ADVISORS, LLC
WHITEBOX ADVISORS, LLC
Minneapolis, Minnesota
50-99 employees
Whitebox Advisors LLC (“Whitebox”), an SEC registered investment adviser, is a multi-strategy alternative asset manager that seeks to generate optimal risk-adjusted returns for a diversified base of public institutions, private entities and qualified individuals. Founded in 1999, Whitebox invests across asset classes, geographies, and markets through the hedge fund vehicles and institutional accounts we advise. The firm maintains offices in Minneapolis, Austin, New York, London and Sydney.
Retirement Benefits Rank
Top Benefits
CARLSON CAPITAL MANAGEMENT, INC.
CARLSON CAPITAL MANAGEMENT, INC.
Northfield, Minnesota
50-99 employees
Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.
Retirement Benefits Rank
Market Leading
ACCREDITED INVESTORS, INC.
ACCREDITED INVESTORS, INC.
Edina, Minnesota
50-99 employees
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures
Retirement Benefits Rank
Market Competitive
INTELLICENTS INC
INTELLICENTS INC
Albert Lea, Minnesota
50-99 employees
intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment: >Their income >Their retirement plan, most likely a 401(k) or 403(b) >Health, dental, vision, disability, and life insurance benefits >Health Savings Accounts and Medical Reimbursement flex plans >Dependent care >Voluntary benefits including identity theft, critical illness, and accident coverage The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues. The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.” Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL. For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure
Retirement Benefits Rank
Top Benefits
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Golden Valley, Minnesota
50-99 employees
We are an independent, full-service financial services firm providing Private Client and Investment Banking Services to individual, institutional and corporate customers. Our experienced professionals take time to understand what you want to accomplish and work hard to help you reach your goals.
Retirement Benefits Rank
Market Competitive
TPWA OPERATIONS LLC
TPWA OPERATIONS LLC
Bloomington, Minnesota
1-24 employees
Achieve Services, Inc. is a day training and habilitation program serving adults with developmental disabilities. By focusing on abilities, not disabilities, we strive to increase the independence and quality of life for all individuals in our program. We provide work and training in other life areas to help us meet this goal. Our employment services include community-based jobs as well as work completed for pay in our own in-house workshop. Based on individual needs, participants may receive help and training in other areas such as communication, social skills, behavioral skills and motor skills. Mission Statement By creating innovative opportunities that inspire people with disabilities, Achieve will enable every participant to lead a meaningful and self-determined life. Core Values ENRICHMENT – We are committed to enhancing lives through achievement and honoring the worth, abilities, and contributions of each individual. EMPOWERMENT – We honor personal choice, and invest in every individual’s right to cultivate and contribute their talents in ways that enrich themselves and society. INNOVATION – We continuously seek new and better solutions to meet the needs of participants, staff, and employers in ways that make lasting improvements. INTEGRITY – In all that we do we are open, honest, and respectful, and we follow through on our commitments.
Retirement Benefits Rank
Market Leading
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REDHAWK WEALTH ADVISORS INC.
REDHAWK WEALTH ADVISORS INC.
Minneapolis, Minnesota
1-24 employees
Originally founded in 2005, Redhawk Wealth Advisors is an SEC Registered Investment Advisor ("RIA"​) firm based in Minneapolis, Minnesota. We offer a full-suite of wealth management and retirement plan services through leading technology and service providers. Additionally, we offer Captive Insurance, ERISA 3(21) & 3(38), Gold & Silver and Life Insurance. These services are supported by our proprietary technology, comprehensive clearing and compliance services, practice management, training and research. We work with Business Owners, Investors and Financial Advisors throughout the United States. At Redhawk Wealth Advisors, Inc., our focus is on creating, growing and managing wealth through a broad range of financial products and services that promotes the economic well-being of our select group of clients and advisors.
Retirement Benefits Rank
Market Competitive