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Location

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Locations

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Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

Meet Our Team

Jeffrey Thomas

Private Wealth Financial Advisor
Managing Director – Investments

Licenses

  • CA Insurance License Number: OM70067 . Resident State MN

Erik Wellman

Private Wealth Financial Advisor
Managing Director – Investments

Licenses

  • CA Insurance License Number: OM60618. Resident State MN

Joseph Steiner, CFA

Private Wealth Financial Consultant

Phone Number

(612) 667-5469

Certificates

CFA

Joshua Waldron

Financial Advisor
Chartered Market Technician®

Marta Bowman

Private Wealth Senior Registered Client Associate

Licenses

  • CA Insurance License Number: OM60050. Resident State MN

Nathan Winter

Private Wealth Senior Registered Client Associate

Licenses

  • CA Insurance License Number: OM67780. Resident State MN

Tyler Christensen

Private Wealth Registered Client Associate

Licenses

  • CA Insurance License Number: 4199891. Resident State MN