Financial Planning
                                                        Wealth Management  
                                                        Investment Management

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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

     
Erik Mattson - VP of Retirement Plan Services

Erik Mattson
VP of Retirement Plan Services

  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 →

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

The 1% Factor: A Way to Boost Retirement Savings

Several ideas that could help you save more without making major changes to your current lifestyle.

Paying for Giving

When it comes to taxes, the giver could face tax liabilities that do not apply to the receiver.

Turbulent Times in Emerging Markets

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

More Newsletters →