Katy Uzpen, CFP, CRPC
Travis Jensen, CFP, Paul Hammond

Financial Advisor

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From Dreams… To Goals… To Flexibility… To Confidence

By building long-term, trusted relationships, our mission is to provide clients with the financial confidence they need to lead fulfilled lives.  We seek to accomplish this through consistent communication, in-house portfolio management and investment planning tailored to the needs of each client.

Meet Our Team

Contact Us

phone

Phone

612.256.8160

address

Address

8500 Normandale Lake Blvd, 
Suite 1710, 
Bloomington, MN  55437

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2023 Outlook: Recession, Recovery, and Rebound

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News and Insights

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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

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COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

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Wells Fargo Investment Institute Chart of the Week

Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

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Wells Fargo Advisors Global Perspectives

Global Perspectives

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

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Wells Fargo Advisors Investment Strategy

Investment Strategy

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

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Looking Ahead

Looking Ahead

Looking for a fast way to stay up to date? How the markets performed over the last week and what may happen next week all...

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Weekly Market Commentary

Market Commentary

Weekly commentary providing analysis with an outlook for the equity market...

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Bond Market Commentary

Bond Market Commentary

Updates on bond market data, news, and activity each day...

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Stock Market News

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...

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Your Investments: What Happens Next?

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

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Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, FL, GA, IA, ID, IL, KY, MA, MD, ME, MN, MO, MT, ND, NJ, NM, NV, NY, RI, SC, SD, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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