Ted is Managing Director of Investments and PIM Portfolio Manager with the Frederickson Private Wealth Management Group of Wells Fargo Advisors. For over two decades, he has had the privilege of helping his clients address their financial goals and concerns and develop in-depth strategies that are customized for each individual's specific circumstances. Ted also assists families and private business owners with comprehensive planning and key decisions regarding multi-generational wealth. He takes an active role in facilitating family meetings and discussions around family governance, along with the education and preparation of the next generation as future stewards. Ted is passionate about the success of his clients during their working years as well as far into retirement, and he strives to be his clients’ dedicated consultant for all financial matters.

Ted is the founder of our group and has been named a Five Star Wealth Manager* for seven consecutive years. As a PIM Portfolio Manager, he is among a select group of the firm’s Financial Advisors entrusted to manage client portfolios with discretionary authority in the Private Investment Management program. 

_{The Private Investment Management [PIM] program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}


Ted attended the University of Minnesota, Twin Cities, where he earned a Bachelor of Arts Degree in Economics as an Evans Scholar. Ted holds the series 7, 9, 10, 31, 63, and 65 registrations. He also holds the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) and Certified Private Wealth Advisor^® (CPWA^®) certifications for his clients’ advanced planning needs. The CPWA^® designation is an advanced professional certification for serving clients including the wide range and often complex needs of high-net-worth clients and their families.

Ted and his wife, Darcy, have two children and two dogs and reside in Lino Lakes, MN. Outside of the office, he enjoys being active in his church, as well as his kids' school and sports activities. Ted enjoys time spent in the outdoors with activities such as fishing, hunting, and snowmobiling in the northern Wisconsin region.

CA Insurance License Number: 0L62290. Resident State MN.

<sub>*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process**); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

**To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

2019 - 3,504 Twin Cities-area wealth managers were considered for the award; 671 (19 % of candidates) were named Five Star Wealth Managers.
2018 - 2,622 Twin Cities-area wealth managers were considered for the award; 591 (22% of candidates) were named Five Star Wealth Managers.
2017 - 2,304 Twin Cities-area wealth managers were considered for the award; 836 (36% of candidates) were named Five Star Wealth Managers.
2016 - 2,083 Twin Cities-area wealth managers were considered for the award; 854 (40% of candidates) were named Five Star Wealth Managers.
2015 - 2,673 Twin Cities-area wealth managers were considered for the award; 825 (30% of candidates) were named Five Star Wealth Managers.
2014 - 1,931 Twin Cities-area wealth managers were considered for the award; 844 (43% of candidates) were named Five Star Wealth Managers.
2013 - 2,151 Twin Cities-area wealth managers were considered for the award; 863 (40% of candidates) were named Five Star Wealth Managers.</sub>

Abbey joined Wells Fargo Advisors in 2014 as a Financial Advisor with the Frederickson Private Wealth Management Group of Wells Fargo Advisors in Bloomington, MN. She is dedicated to helping her clients build, manage, preserve and transfer their wealth.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, professional, or practitioner, she focuses on strategies for families and small businesses while establishing long and short-term goals through tailored planning. Abbey’s holistic approach to investing and wealth management offers strategies for the primary concerns facing individuals as retirement approaches. She specializes in assisting clients through the financial fluctuations during family transitions, such as marriage, divorce, a new child or grandchild, or the passing of a loved one. Her goal is to provide clients with a fully integrated plan.

In addition to receiving the Five Star Wealth Manager Award* in 2020, Abbey earned her Bachelor of Arts at the University of Minnesota – Twin Cities as a member of Pi Beta Phi. She holds the series 7 and 66 registrations.

Abbey is a Minnesota native and reside in Minnetonka with her husband, Stuart, and their dog, Odie. Within the community, she is involved with an annual fundraiser for St. Jude Children’s Hospital and also volunteers with Ruff Start Rescue. She is a former board member of the Women’s Minneapolis Rotary Club and the Charity and Scholarship Chair. In her free time she enjoys spending time outside with her family, either hiking or taking trips up to the Minnesota Boundary Waters. She also enjoys yoga, downhill and cross-country skiing, and playing tennis.

CA Insurance License number 4104316. Resident State MN.
 

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process**); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

**To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3.individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4.filed for bankruptcy, or 5.been convicted of a felony.

2019 - 3,504 Twin Cities-area wealth managers were considered for the award; 671 (19 % of candidates) were named Five Star Wealth Managers.

2018 - 2,622 Twin Cities-area wealth managers were considered for the award; 591 (22% of candidates) were named Five Star Wealth Managers.

2017 - 2,304 Twin Cities-area wealth managers were considered for the award; 836 (36% of candidates) were named Five Star Wealth Managers.

2016 - 2,083 Twin Cities-area wealth managers were considered for the award; 854 (40% of candidates) were named Five Star Wealth Managers.

2015 - 2,673 Twin Cities-area wealth managers were considered for the award; 825 (30% of candidates) were named Five Star Wealth Managers.

2014 - 1,931 Twin Cities-area wealth managers were considered for the award; 844 (43% of candidates) were named Five Star Wealth Managers.

2013 - 2,151 Twin Cities-area wealth managers were considered for the award; 863 (40% of candidates) were named Five Star Wealth Managers.

 

Jenny has more than 20 years of experience in the financial services industry and extensive experience in client services and operations. She strives to ensure that the Frederickson Private Wealth Management Group’s clients have their administrative, trading, and operational needs handled accurately and quickly. Jenny handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account and fund transfers, and answering questions regarding statements and documents. Her acute attention to detail and high integrity to deliver a premium level of personal and professional service to our clients makes her an integral part of the team. Jenny holds the series 7 registration.

Jenny resides in Blaine, MN, with her husband, Mark, her two children, and their dog, Rocket. With teenage children who are very involved in sports, Jenny spends countless hours on the football field and in hockey arenas. In addition, she loves to travel to warm destinations, listen to live music, or spend a night in playing cribbage with her family.

Often your first point of contact, Christine provides high touch marketing and client support for the team. She brings solid communication and customer service skills from her prior roles in executive outplacement, financial services and marketing, and has been in a Client Associate role at Wells Fargo Advisors for over five years. She is responsible for scheduling, meeting preparation, account opening and maintenance, money movement, social media marketing, website management, and event planning. She ensures that our clients are exceptionally well-satisfied with their comprehensive investment experience. Christine has a B.A. in Communications from Calvin University, and has completed several graduate courses in Human Resource Management from Southern New Hampshire University.

 
Christine’s a proud mom of two college students and one very handsome, but mischievous rescue dog, Sperry. Outside of work she enjoys traveling, boating, long walks and bike rides, attending concerts and trying new recipes.