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Showing 1 - 12 of 30 results
AUGEO AFFINITY MARKETING, INC.
AUGEO AFFINITY MARKETING, INC.
St. Paul, Minnesota
100-499 employees
Augeo is a global leader in engagement platform technologies that create data-driven experiences, foster people connections and cultivate brand advocates worldwide. Utilizing proven strategies and innovative technologies, we elevate engagement and strengthen relationships for our clients through flexible and scalable solutions: • Workplace Engagement — Supercharge workplace engagement and redefine retention strategies with the ultimate employee experience platform. • Experiential — Deliver transformative, data-powered experiences through strategy and design, interactive storytelling and shared social communities. • Social Activation — Captivate consumers across the leading social platforms through brand advocacy, advertising optimization and data collaboration. • Customer Loyalty — Incentivize loyalty through advanced personalization, gamified experiences, hyper-relevant offers and meaningful benefits. • Digital Asset Experiences — Expand loyalty programs for employees and consumers through digital assets, sharable rewards and blockchain experiences. With more than 45 years of experience, Augeo serves hundreds of clients including dozens of Fortune 500 companies, representing millions of people across the globe through our proprietary platform technology. Our mission is inspiring people to achieve more—one interaction, transaction and experience at a time. For more information, visit www.augeomarketing.com.
Retirement Benefits Rank
Below Market
EHLERS AND ASSOCIATES, INC.
EHLERS AND ASSOCIATES, INC.
Roseville, Minnesota
All Size Average employees
PUBLIC FINANCE ADVISORS Ehlers, a pioneer and leader in municipal advisory services since 1955, helps clients build strong, vibrant and sustainable communities by delivering independent guidance and prudent advice across all areas of public finance. Our services include: Debt Issuance, Management & Compliance Economic Development & Redevelopment Financial Management Planning Investment Advisory We work with more than 1,500 local governments, schools, and public agencies across five states; placing our clients’ needs and best interests at the center of everything we do. ehlers-inc.com
Retirement Benefits Rank
Top Benefits
MAIRS AND POWER, INC.
MAIRS AND POWER, INC.
St. Paul, Minnesota
25-49 employees
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.
Retirement Benefits Rank
Top Benefits
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC
Altoona, Wisconsin
50-99 employees
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.
Retirement Benefits Rank
Top Benefits
STONEBRIDGE CAPITAL ADVISORS LLC
STONEBRIDGE CAPITAL ADVISORS LLC
St. Paul, Minnesota
25-49 employees
Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $1.7 billion in assets under management.
Retirement Benefits Rank
Top Benefits
PRAIRIEVIEW PARTNERS LLC
PRAIRIEVIEW PARTNERS LLC
St Paul, Minnesota
1-24 employees
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.
Retirement Benefits Rank
Top Benefits
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SUMMIT INVESTMENT ADVISORS, LLC
SUMMIT INVESTMENT ADVISORS, LLC
Roseville, Minnesota
1-24 employees
Guiding You To Your Summit You can have confidence in our knowledge, passion, and dedication to help you and your loved ones reach the summit! Helping you to discover what financial and life success truly means to you is at the core of our methodology. We formulate a plan to help get you there, partnering with you along the way to assist you with pursuing your goals. It may be easier than you think, especially when you have a solid plan in place. Summit Investment Advisors provides expert wealth management & financial planning services, including: • Wealth Planning • Investment Management • Alternative Investments • Estate Planning • Small Business Planning • Insurance Services • Risk Management Planning • Educational Workshops for families, groups, & businesses. Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, MT, NC, ND, NE, NY, OH, OR, TX, WA, WI, and WY. Summit Investment Advisory Services LLC (“SIAS”) is a registered investment advisor. SIAS provides investment advisory and related services for clients nationally. SIAS will maintain all applicable registration and licenses as required by the various states in which SIAS conducts business. FINRA: www.finra.org SIPC: www.sipc.org Specialties Wealth Planning, Investment Management, Alternative Investments, Estate Planning, Small Business Planning, Insurance Services, Risk Management Planning, Educational Workshops for families, groups, and businesses.
Retirement Benefits Rank
Market Leading
GREAT WATERS FINANCIAL, LLC
GREAT WATERS FINANCIAL, LLC
Shoreview, Minnesota
25-49 employees
We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.
Retirement Benefits Rank
Market Competitive
VISTA WEALTH MANAGEMENT, INC.
VISTA WEALTH MANAGEMENT, INC.
Mendota Heights, Minnesota
1-24 employees
Leveraging the experience I have gained with business owners, I offer affordable, independent and personalized financial services for business owners and individuals. These services include retirement plans, financial planning, executive benefit funding, investments, business succession planning, and insurance planning. I specialize in financial planning, 401k plan designs, and rollovers for people in transition.
Retirement Benefits Rank
Below Market
CPR WEALTH ADVISORS LLC
CPR WEALTH ADVISORS LLC
Hudson, Wisconsin
1-24 employees
* 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
Retirement Benefits Rank
Top Benefits
DISCOVERY FINANCIAL CENTERS, INC.
DISCOVERY FINANCIAL CENTERS, INC.
Red Wing, Minnesota
1-24 employees
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/
Retirement Benefits Rank
Market Competitive
LEGACY CAPITAL, LLC
LEGACY CAPITAL, LLC
Forest Lake, Minnesota
1-24 employees
Legacy Capital Wealth Management is dedicated to helping you pursue your financial goals and life aspirations by developing an investment portfolio and planning foundation in a manner consistent with your risk profile. As your financial partner, we listen and respond appropriately to your needs, using clear and simple language. We offer a high level of personal service, innovative strategies, and a promise to always act in your best interest. This is accomplished by implementing a wealth management and investment philosophy complemented by a disciplined investment procedure customized to each client’s specified needs. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Magnetic North Advisors, a separate entity. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, ID, IL, MI, MN, ND, OR, WI
Retirement Benefits Rank
Top Benefits