When you work with Michelle, not only do you get access to her as your primary financial advisor, you also get access to her team of specialists. Together they will give you great service & custom tailored advice.
We Are Here To Serve You
When you work with Michelle, not only do you get access to her as your primary financial advisor, you also get access to her team of specialists. Together they will give you great service & custom tailored advice.
A Team Of Professionals
Michael Fries
Account Executive
Contact Me When:
You have service needs related to your accounts, such as a withdrawal or deposit. Or you want to check on the status of a strategy you’re implementing with Michelle. My goal is to serve you and take financial tasks off your plate.
(612) 315 - 2407
Michelle Klisanich, CFP®, CDFA®
Wealth Advisor
For Current Clients:
Fill out this form with your questions and I will get back to you
For Those Looking to Work with Me:
Connect with me here to learn how my team can serve you.
(612) 315 - 2408
ZARAH JOHNSON
Client Service Associate
Contact Me When:
You want to schedule with Michelle, you want forms mailed (ie: tax forms) or any other service needs.
(612) 315 - 2405
Michelle Wagner
Event & Creative Director
Michelle helps our clients stay connected through our client appreciation events, social media, website & emails.
JOEL ANDERSON, CFP
Investment Consultant
Joel is responsible for portfolio construction and investment strategy.
ROBERT A. BJORK, CFP®
Wealth Advisor
BENJAMIN R. BJORK
Wealth Advisor
JENNA KOSOLA
Managing Director, Account Executive
10900 Wayzata Blvd.
Suite 720
Minnetonka, MN 55305
Phone: (612) 315 - 2400
Fax: (612) 315 - 2432
Important Disclosures | CRS FORM
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