Financial Planning
                                      Wealth Management  
                                             Investment Management

       ===================================================================================================================
 

CLIENTS:  Access and Helpful Tools 

  • Links to your advisor's e-mail
  • Account access tools
  • Financial calculators
  • Financial planning tools
  • Newsletters and E-seminars 
  • Articles on a variety of topics                                      

 VISITORS:  Information about our firm
 

  • The "About Us" section to the right
  • Initial Consultation (at no cost) to answer
    any of your
    questions about Financial Planning,

    Wealth Management or the approach we take
    with our clients.
  • "DO I NEED FINANCIAL PLANNING?"  CLICK HERE 
    to access a questionnaire that can help to clarify your
    true need for the services our firm provides

 

 

SHOPPING FOR A FINANCIAL ADVISOR?

 The "Financial Planner Questionnaire"  This tool helps you understand and compare differences between

various financial professionals. The questionnaire can guide you through the important issues and make sure you're

asking the right questions. Please Call or e-mail us for a free copy of the questionnaire along with a copy

with our responses for comparison.


Thank you for visiting our site!!  
 

 

 

 

Minnesota Offices ---   Bismarck, ND office   

Associated Advisors

Todd Terhorst - President and Managing Partner

 
 

Todd C. Terhorst 
 CFP, CLU, ChFC, AAMS, CRPC, CFEd, AWMA, CMFC
 President and Managing Partner

  Matt Puetz - Vice President and Partner

Matt Puetz CLU - VP and Partner

  Chris Andryski, CPA, MBA

Chris  Andryski - MN Financial Solutions

Christopher MacLennan - VP of Portfolio Management and Partner

 

Christopher MacLennan JD, ChFC, CLU, CRPC, AWMA

VP of Portfolio Management

  Doug Buehler - Vice President and Partner

Doug Buehler CFP, CLU, ChFC, MBA - VP and Partner

  Dave Brouillette

David Brouilette - Brouillette Group

Pete Zvanovec - VP of Client Planning Services

 

Pete Zvanovec
VP of Client Planning Services

  Bob Johnson - Vice President and Partner

Bob Johnson CFP, CLU, ChFC - VP and Partner

  Dan Gustafson, CFE

Dan Gustafson - Brouillette Group

Ken Loehlein - Vice President and Partner  

Ken Loehlein
VP of insurance Planning Services

  Larry Souther - Vice President and Partner

Larry Souther - VP and Partner

  Paul Klosterman

Paul Klosterman - Splitrock Financial Group

Greg Bowar - Vice President and Partner  

Greg Bowar  ChFC
VP and Partner

  Farrel Carlson - Vice President and Partner

Farrel Carlson - VP and Partner

   

 

 

Jeffrey Green CFP - Director of Retirement Income and Financial Planning

 

  Gary E. Berube - Vice President and Partner

Gary Berube - VP and Partner

   

 

 

Corey R. Stich - VP of Risk Management and Insurance Services  

Corey Stich
Manager of Financial Services at our Provincial Bank location

           
             
Tom Oleksa - Financial Advisor  

Tom Oleksa - Investment Advisory Representative

           
Lynn Cupkie - Investment Advisory Representative  

Lynn Cupkie - Investment Advisory Representative

           
Rod Anderson - Investment Advisory Representative  

Rod Anderson AAMS - Investment Advisory Representative

           
Tim Johanson - Investment Advisory Representative  

Tim Johanson CRPS - Investment Advisory Representative

           
Bob Deters  

Bob Deters, Vice President and Partner

           

 

 

 

  Bruce Meredith, Investment Advisory Representative            

 

 

Securities offered through Securities America Inc., Member FINRA/SIPC, Advisory services offered through
Securities America Advisors, Inc., Diversified Wealth Management, LLC. and Securities America, Inc. are unaffiliated.  We are licensed to offer securities in AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OR, PA, SD, TX, UT, WA, WI and WY.

www.finra.org
www.sipc.org

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Turbulent Times in Emerging Markets

Emerging market investments may have the potential for higher average returns over the long term, but there are risks.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

More Newsletters →