Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Ted Frederickson, CFP®, CPWA®
- Managing Director - Investments
- PIM Portfolio Manager
- Private Wealth Financial Advisor
Ted Frederickson, CFP®, CPWA®
- Managing Director - Investments
- PIM Portfolio Manager
- Private Wealth Financial Advisor
Ted is Managing Director – Investments and PIM Portfolio Manager with the Campbell 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 that has been recognized by Forbes as one of the Best-in-State Wealth Management Teams* for 2023 and 2024. Ted has also been named a Five Star Wealth Manager** (2012-2023). 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 FINRA Series 7, 9, 10, 31, 63, and 65 registrations, and CERTIFIED FINANCIAL PLANNER™ 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 and Minnesota region.
CA insurance License Number: 0L62290. Resident State MN.
2023 Forbes Best-in-State Wealth Management Teams: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/2022 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. 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. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.
2022 Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 3/30/2021 through 10/23/2021. 4,544 Twin Cities -area wealth managers were considered for the award; 630 (16% of candidates) were named Five Star Wealth Managers.
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.
Ted is the founder of our group that has been recognized by Forbes as one of the Best-in-State Wealth Management Teams* for 2023 and 2024. Ted has also been named a Five Star Wealth Manager** (2012-2023). 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 FINRA Series 7, 9, 10, 31, 63, and 65 registrations, and CERTIFIED FINANCIAL PLANNER™ 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 and Minnesota region.
CA insurance License Number: 0L62290. Resident State MN.
2023 Forbes Best-in-State Wealth Management Teams: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/2022 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. 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. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.
2022 Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 3/30/2021 through 10/23/2021. 4,544 Twin Cities -area wealth managers were considered for the award; 630 (16% of candidates) were named Five Star Wealth Managers.
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.
Contact
Abbey Campbell, CFP®
- Vice President - Investment Officer
- Senior Financial Advisor
Abbey Campbell, CFP®
- Vice President - Investment Officer
- Senior Financial Advisor
Abbey joined Wells Fargo Advisors in 2014 as a Financial Advisor with the Frederickson Private Wealth Management Group of Wells Fargo Advisors, now the Campbell Frederickson Private Wealth Management Group of Wells Fargo in Bloomington, MN. She is dedicated to helping her clients build, manage, preserve and transfer their wealth.
As a CERTIFIED FINANCIAL PLANNER™ professional 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.
Our team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams* for 2023 and 2024. In addition to receiving the Five Star Wealth Manager Award** in 2023, 2022 and 2021, Abbey earned her Bachelor of Arts at the University of Minnesota – Twin Cities as a member of Pi Beta Phi. She holds the FINRA Series 7 and 66 registrations.
Abbey is a Minnesota native and resides in Minnetonka with her husband, Stuart, their two daughters and their dog, Odie. Within the community, she is active in many charitable causes as well as 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.
*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/2022 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. 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. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.
2022 Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 3/30/2021 through 10/23/2021. 4,544 Twin Cities -area wealth managers were considered for the award; 630 (16% of candidates) were named Five Star Wealth Managers.
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.
As a CERTIFIED FINANCIAL PLANNER™ professional 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.
Our team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams* for 2023 and 2024. In addition to receiving the Five Star Wealth Manager Award** in 2023, 2022 and 2021, Abbey earned her Bachelor of Arts at the University of Minnesota – Twin Cities as a member of Pi Beta Phi. She holds the FINRA Series 7 and 66 registrations.
Abbey is a Minnesota native and resides in Minnetonka with her husband, Stuart, their two daughters and their dog, Odie. Within the community, she is active in many charitable causes as well as 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.
*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/2022 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2023 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. 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. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.
2022 Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 3/30/2021 through 10/23/2021. 4,544 Twin Cities -area wealth managers were considered for the award; 630 (16% of candidates) were named Five Star Wealth Managers.
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.
Contact
Jenny Hetland
- Senior Registered Client Associate
- Vice President
Jenny Hetland
- Senior Registered Client Associate
- Vice President
Jenny has served clients in the wealth management industry for over twenty years, and has extensive experience in client services and operations. Jenny strives to ensure that our clients' administrative, trading and operational needs are handled accurately and quickly. She 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 the utmost level of personal and professional service to our clients makes her an integral part of the team. Jenny holds the FINRA Series 7 registration.
Jenny resides in Blaine, MN with her husband Mark, her two children and their dog, Nala. Her oldest daughter recently graduated from the University of Missouri in Columbia, MO. Jenny’s teenage son is busy in hockey, which means Jenny spends countless hours in hockey arenas. In her freetime, Jenny loves to travel to warm destinations, listen to live music or spend a night in playing cribbage with her family.
Jenny resides in Blaine, MN with her husband Mark, her two children and their dog, Nala. Her oldest daughter recently graduated from the University of Missouri in Columbia, MO. Jenny’s teenage son is busy in hockey, which means Jenny spends countless hours in hockey arenas. In her freetime, Jenny loves to travel to warm destinations, listen to live music or spend a night in playing cribbage with her family.
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