Ian Scheerer, CIMA

Planning for your financial success

 

I focus on your needs

As a Financial Advisor, I am dedicated to helping my clients plan for and achieve their financial goals.

Whether you are planning for retirement, looking for prudent asset management, planning for business succession or wanting to preserve and transfer your wealth, I can help.

 

Background
Before entering the financial services industry, I graduated from Macalester College with a Bachelor of Arts degree. I then served in the United States Peace Corps in Fiji. Upon returning to Minnesota I attended William Mitchell College of Law. I started with Norwest Private Client Services in 1998 after earning my JD. I joined Wells Fargo Advisors in March of 2012, after holding a number of wealth management positions within wealth management at Wells Fargo Bank.

 

Away from the office

I have been an active member of the non-profit community for over 20 years. I have served on the boards of The Sheldon Theatre of Red Wing, Eagle Bluff Environmental Learning Center, Red Wing Arts Association, volunteered in BSA Scouting and with my local congregation. I also enjoy hiking, biking, cooking and reading. My wife Natasha and I live in Red Wing.

 

Customized Planning

Making sure your wealth continues to work in support of your established goals takes careful planning. Such planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies used to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. I can work with you and your other professional advisors- including your CPA and Attorney

- to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

About the Certified Investment Management Analyst mark
Investments & Wealth Institute authorizes use of the certification mark CIMA® to individuals who have met rigorous experience and ethical requirements, have successfully completed graduate level coursework, and have passed the CIMA® examinations. CIMA® certificants also agree to meet ongoing continuing education requirements and to uphold IWl's Code of Professional Responsibility.