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.

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

The Career Development Center (CDC) equips Minnesota State University, Mankato students and graduates with the tools and resources to successfully explore, develop and manage their career paths for a lifetime. We provide essential connections between individuals, academics, employers, and the global community. The purpose of the Career Development Center (CDC) is to provide services and resources which assist students with their career planning and search for employment. The role of the CDC is not to act as an employment agency. We strive to provide the tools and resources to best equip each individual to successfully manage his/her career and employment path for a lifetime. The CDC is a centralized operation responsible for providing career development activities for all six MSU colleges.

At Legacy Wealth Advisors, our goal is to simplify financial planning and money management. We help layout a client’s current and future financial situation, manage investments, and bring new ideas and solutions to the table. Financially conservative families and businesses choose to work with Legacy Wealth Advisors because we help them build a plan that answers three critical questions: When can I retire? How much can I spend? And will it work? Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org and www.spic.org. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Legacy Wealth Advisors are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Responsible for properly uploading and indexing client documents to the Redtail CRM system. Learn many aspects of the practice including account maintenance, account reporting, data practices for FINRA and other customer service activities.

Our Mission IT'S ABOUT YOU, OUR CLIENT, FEELING A GREATER PEACE OF MIND AND MORE CONFIDENCE IN YOUR FINANCIAL FUTURE. TRUST We believe in establishing long term, trusting relationships with you. NEEDS We listen and ask questions to discover your personal values and dreams. We serve you and your family as you are faced with decisions along life's journey. STRATEGIES We provide key strategies for your success and provide excellent service for you. SUCCESS We encourage choices today that will simplify matters later for those you love.