Mairs & Power is an SEC registered investment advisor founded in 1931. We offer individually managed accounts, mutual funds and an ETF for investors of all sizes.

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.

PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

* Assist three representatives* Prepare all client paperwork accurately and timely* Set up and maintain client online customer management system* Submit and follow up client processes

Established in 1992, Discovery Financial is comprised of 18 advisors in 9 locations across the southern Twin Cities Metro area, southeastern Minnesota, and western Wisconsin. Headquartered in Red Wing, MN, Discovery Financial is a leading OSJ with LPL Financial. Our mission is to be the firm of choice for people seeking personal financial advice and wealth management—and we want advisors to join us. Our job is to deliver results for not only our clients but also our advisors. We have learned over the years that challenges are better met as a team than on our own. We are here to help you effectively manage the next step in your business whether that is transition, growing your practice, or planning your succession strategy. In addition to the knowledge and support of Discovery Financial, we also bring the expertise, size, and scale of LPL Financial. Joining more than 16,000 other LPL advisors may seem overwhelming, but we help our advisors navigate the process with personalized assistance, communications, and access to resources available through our partnership with LPL. E-mail Cody Buck at [email protected] or call 651-388-9594 to learn more about how joining Discovery Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,IN,KS,KY,MA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,VA,WA,WI,WV See more at: http://www.discoveryfinancial.com/

Freedom Financial Partners helps our clients answer the following questions: “Am I OK?” and “Can I live the life I want?”  We improve our client’s lives by bringing truth, understanding and discipline to the financial choices they make every day.  We use simple, yet powerful tools and processes to uncover the “why” behind money.  From there, we tailor advice, a financial plan and an investment strategy to help our clients live richly.    Investment advisory services offered through AdvisorNet Wealth Management. Freedom Financial Partners and AdvisorNet Wealth Management are separate entities.

• Assisted in income tax preparation and investment management, contributing to accurate financial reporting • Worked within the team to better the daily processes • Enhanced Excel skills, creating financial models for client presentations

https://www.ameripriseadvisors.com/team/vallis-advisors

North Point Advisor Group is an independent financial services firm. With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. As a client, you will have multiple points of contact with our financial advisors and client service team. All here for the purpose of serving our clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/ --- Advisors associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group, LLC are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.northpointadvisorgroup.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Managed public relations, community engagement, marketing and social media.

Assisting borrowers meet their home financial goals. Residential Mortgage expert and solution provider.

We do it, so you don’t have to worry about it! Why keep up with all of the latest tax law changes, accounting practices, payroll laws, and investment options when you have someone who makes it their job to do it for you? We regularly invest in continuing education and professional software, so we are up to date with all of the latest changes and information that affect the lives of our clients.