Meet Our Team

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. At the Frederickson Private Wealth Management Group of Wells Fargo Advisors, she focuses on strategizing for families and small businesses while establishing long- and short-term financial goals through tailored planning. Abbey provides a holistic approach to investing and wealth management by providing 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. As a team, Ted and Abbey work hard to provide a fully integrated plan.

As a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, Abbey helps analyze every aspect of her clients’ financial lives. This includes assets, liabilities and cash flow, current insurance coverages, and investment strategies. With a clear understanding of a client’s current financial situation, she then executes approved plans designed to help achieve well-defined objectives. Abbey also reviews progress toward reaching financial goals and makes necessary adjustments to her recommendations.

Abbey earned her bachelor’s degree at the University of Minnesota, Twin Cities as a member of Pi Beta Phi. She also holds the series 7 and 66 registrations. Abbey is a Minnesota native and resides in St. Louis Park with her husband, Stuart, and their dog, Odie. She is active in the community as an annual fundraiser for St. Jude Children’s Hospital, as well as a volunteer for Ruff Start Rescue. Abbey is also a former board member of the Women’s Minneapolis Rotary club as the Charity and Scholarship Chair. In her free time, Abbey enjoys spending time outside with her family either hiking or taking trips up to the Minnesota Boundary Waters. She also enjoys yoga, skiing, and playing tennis.

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.