Ted is Managing Director – 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. He also assists families and private business owners with in-depth planning and key decisions regarding multi-generational wealth. He takes an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards. He is passionate about the success of his clients during their working years as well as far into retirement, and strives to be his client’s dedicated consultant for all financial matters.

Ted is the founder of our group has been named a Five Star Wealth Manager* (2012-2021). 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 Evan Scholar.  He holds the series 7, 9, 10, 31, 63, and 65 registrations, and CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) certifications for his clients’ advanced planning needs.

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. He enjoys time spent outdoors with activities such as fishing, hunting and snowmobiling in the northern Wisconsin region.

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

*2022 FIVE STAR WEALTH MANAGER

This award was issued on 12/1/2021 by Five Star Professional (FSP) for the time period 3/29/2021 through 10/8/2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4544 Twin Cities wealth managers were considered for the award; 622 (14 percent of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Award issued on 12/1/2020 by Five Star Professional (FSP) for the time period 3/30/2020 through 10/23/2020. 4,004 Twin Cities -area wealth managers were considered for the award; 630 (16% of candidates) were named Five Star Wealth Managers.

2020 Award issued on 12/1/2019 by Five Star Professional (FSP) for the time period 3/1/2019 through 10/25/2019. 3,606 Twin Cities area wealth managers were considered for the award; 589 (16% of candidates) were named Five Star Wealth Managers.

2019 Award issued on 12/1/2018 by Five Star Professional (FSP) for the time period 3/23/2018 through 10/23/2018. 3,504 Twin Cities area wealth managers were considered for the award; 671 (19% of candidates) were named Five Star Wealth Managers.
 
2018 Award issued on 12/1/2017 by Five Star Professional (FSP) for the time period 2/23/2017 through 10/13/2017. 2,622 Twin Cities -area wealth managers were considered for the award; 591 (23% of candidates) were named Five Star Wealth Managers.

2017 Award issued on 11/1/2016 by Five Star Professional (FSP) for the time period 2/25/2016 through 10/14/2016. 2,304 Twin Cities area wealth managers were considered for the award; 836 (36% of candidates) were named Five Star Wealth Managers.

2016 Award issued on 11/1/2015 by Five Star Professional (FSP) for the time period 4/17/2014 through 10/14/2014. 2,083 Twin Cities area wealth managers were considered for the award; 825 (31% of candidates) were named Five Star Wealth Managers.

2014 Award issued on 12/1/2013 by Five Star Professional (FSP) for the time period 4/17/2013 through 10/14/2013. 2,083 Twin Cities area wealth managers were considered for the award; 854 (41% of candidates) were named Five Star Wealth Managers.

2013 Award issued on 12/1/2012 by Five Star Professional (FSP) for the time period 4/17/2012 through 10/14/2012. 1,931 Twin Cities area wealth managers were considered for the award; 844 (44% of candidates) were named Five Star Wealth Managers.

2012 Award issued on 11/1/2011 by Five Star Professional (FSP) for the time period 4/17/2011 through 10/14/2011. 1,256 Twin Cities area wealth managers were considered for the award; 624 (50% of candidates) were named Five Star Wealth Managers.