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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
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Advisors & Brokers

Rick Frith
Senior Financial Advisor
Rick Vasterling, CFP, CFS
Financial Advisor
Andrew Shuldheisz
Senior Financial Advisor
Kyle Danner
Senior Financial Planner
Jimmy Trebisovsky, CFP
Senior Financial Planner
John Blaylock
Enhanced Services Manager
Lisa Walt
Client Service Associate
Kory Kiekhoefer
Senior Client Service Associate
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Larson Office | North Minneapolis, MN

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