Financial Professionals - MN Other Offices

Abbey Neptune

VP of Client Operations

651.379.7940

612.435.0030

Abbey Neptune has specialized in helping businesses with their retirement plan solutions. Abbey has 20 years of experience in the financial services industry. During her career, she has worked as an Account Executive, developing and...

Barry Minsker, CFP®

Advisor and Partner

952-400-6150

952-224-2958

I grew up in Jamestown NY, then spent 8 years living in California before moving to Minnesota for the past 31 years. I made a mid-life career change into the financial planning industry, and have been in the financial services business...

Beau Janousek

Wealth Management Advisor

952-646-2493

Beau.janousek@osaicwealth.com

Beau Janousek brings a unique blend of discipline, service, and real-world financial experience to his role as a Wealth Management Advisor in Ken Loehlin’s Burnsville office. Before entering the financial profession, Beau served...

Bob Deters

Financial Advisor

320-845-2166

bdeters@diversifiedwealthmanagement.com

Bob has been an insurance agent and financial advisor since August of 2003. He has a degree in business management and worked for 7 years in management before starting his financial services firm located in Albany, MN. Bob primarily...

Brad Novak

Vice President and Partner

701.232.0702

brad@diversifiedwealthmanagement.com

Brad has been in the financial services industry since 2003 and has over 20 years of experience in the insurance industry. He works with individuals and small business owners providing comprehensive planning and investment advisory...

Brian Connelly, CFP®

Advisor and Partner

952-400-6151

952-224-2958

As an advisor and partner at Diversified Wealth Management, I am committed to helping clients pursue their financial goals. I help people define the things that matter most in their lives, and my success is based on how well my clients...

Chris Beck, MBA

Director of Portfolio Management and Partner

612.435.0043

Chris has been in the financial services industry since 2011. In addition to his experieince in the financial industry, he brings 15 years of small business management experience. Chris graduated Summa Cum Laude with a Bachelor’s...

Christopher Lawes, CFP^®, CLU^®, CPFA^®, AIF^®

Sr. Partner & Financial Consultant

651.379.7912

651.379.7801

My mission is simple: to help individuals, families, and businesses achieve their financial dreams through personalized, unbiased advice and a clear, results-oriented approach. At the core of my process is a focus on meaningful...

Connor Puetz

Financial Advisor

701 934-5647

connor@diversifiedwealthmanagement.com

Born and raised in Bismarck, North Dakota, Connor brings a strong foundation and deep commitment to the field of financial planning. A graduate of North Dakota State University with a bachelor’s degree in finance, Connor represents the...

Craig Senn

Financial Advisor

763-438-0807

Craig brings to Diversified Wealth Management over 40 years of Financial Service experience as an investment and financial advisor in the Twin Cities area. He has provided a needed Financial Service presence to both his individual and...

Cynthia Fason

Sr Vice President and Partner

701.237.9422

cynthia.fason@diversifiedwealthmanagement.com

As a Financial Professional I am dedicated to helping my clients build secure financial futures. To do it right takes commitment, planning and the services of a capable financial professional. My job is to assist you in mapping out...

Derek Ready, CPWA^®, CRPC^®, APMA^®, AIF^®

Director of Client Advice & Planning

612.435.0040

I have been in the finance industry working with clients as an advisor since 2008. Starting out with Ameriprise Financial, I learned the value of taking a comprehensive approach when helping clients to make sure they’re financially...

Doug Buehler, CFP, ChFC, CLU, MBA

Executive Vice President Private Client Services - Bismarck

701 .223. 9084 ext. 16

doug@diversifiedwealthmanagement.com

North Dakota Office419 Riverwood Drive, Suite 102Bismarck, ND 58504 Mobile Phone 701-400-4535 Doug began his career as a consultant in the banking industry, where he held sales, marketing and management positions with NCR, AT&T and...

Farrel Carlson

Vice President and Partner

701 .223 .9084 ext. 18

farrel@diversifiedwealthmanagement.com

North Dakota Office419 Riverwood Drive, Suite 102Bismarck, ND 58504Mobile Phone 701-226-3611As a Vice President and Partner, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and...

Gary E. Berube

Vice President and Partner

701.223.9084 ext. 24

gary@diversifiedwealthmanagement.com

North Dakota Office419 Riverwood Drive Suite 102Bismarck, ND 58504 Mobile Phone 701-400-6374 My backround provides me with unique qualifications to address your needs. In addition, I can work with teams of specialists throughout...

Greg Bowar, ChFC^®

Financial Advisor and Medicare Specialist

612.270.0366

My Investing Philosophy Most people want to get the most from each dollar they invest. Everyone would like maximum return with minimum risk – that would be ideal – but not realistic. Some people invest on a hope and a prayer, and cross...

Holly Gruba

Vice President / Partner

701.237.9422

holly@diversifiedwealthmanagement.com

Holly Gruba has worked with Securities America for three years as a Registered Assistant and recently became a licensed Financial Advisor with Securities America when she joined the Diversified Wealth Management offices. She has over...

James Ball

(952) 277-0720

jball@bcandi.com

Jameson Buehler, CFP

Financial Advisor

701 .223 .9084 ext. 13

jameson@diversifiedwealthmanagement.com

Jameson is a Financial Adviser with a focus on Wealth Management, Retirement Income Planning, and Estate Planning. He also engages in multi-generational planning by providing a seamless transition of service and assets from one...

Jeff Grewe

Sr Vice President and Partner

701.237.9422

jeff.grewe@diversifiedwealthmanagement.com

As a financial professional and an active member of the Fargo ND community I am dedicated to helping individuals and businesses build their financial future. To stay at the top of my field and to continue to develop my professional...

Jeffrey Green, CFP^®

Director of Retirement Income Planning

612.351.8126

612.435.0030

Jeffrey Green – Director of Retirement Income and Financial Planning CFP Phone: 612-351-8126 Fax: 612-435-0030E-mail: jeff@diversifiedwealthmanagement.com Jeff began his career in financial services in 1985. With over 25 years of...

Jon Halvorson, CFP

Financial Advisor

763-591-4477

jon@diversifiedwealthmanagement.com

Jon’s separate Diversified Wealth Management office is located at 5353 Wayzata Blvd in St Louis Park. He has over 15 years of experience working with retirees and pre-retirees, specializing in retirement distribution planning and...

Jonathan "JR" Rice, RICP^®, CRPC^®, National Social Security Advisor

Senior Partner & Financial Advisor

651-329-9463

612-435-0025

jr@diversifiedwealthmanagement.com

JR is one of the partners with Diversified Wealth Management. With over 20 years of financial services industry experience, JR shares a variety of skills and expertise with the firm. JR has been in private practice providing financial...

Ken Loehlein

VP of Insurance and Retirement Planning

952-223-0229

Ken has been in the Financial Services business since 1999. He enjoys what he does and likes to engage his clients in the planning and implementation process. Ken made his first investment into the market at age 18 and his first rental...

Lauren Gilbertson

Director of Client Services

612.435.0037

Lauren has been in the financial services industry since 2012. She has developed broad expertise from her experience in operations, recruiting, licensing and back-office broker dealer processing. As Director of Operations at...

Lisa Brusseau

Director of Operations and Client Services

952-758-9500

Lisa joined Diversified Wealth Management in 2014. Prior to founding the New Prague location with Shannon Brusseau, Lisa spent over 20 years in non-profit leadership and advancement in higher education and healthcare organizations. She...

Martin F. Gorman, CPA, CEPA^®, CPWA^®

Partner & Wealth Advisor

612.435.0034

martin@diversifiedwealthmanagement.com

Martin is passionate about helping clients live great lives while achieving financial freedom and prosperity. To execute this, Martin delivers comprehensive financial planning, investment advisory, and strategic portfolio management...

Matt Puetz, CLU

Vice President and Partner

701-223-9084 ex 17

matt@diversifiedwealthmanagement.com

Matt is a 25 year veteran of the financial industry. He cut his teeth in New York City in 1986 and came home to Bismarck, ND in 1988 to begin his advisor career. Matt joined DWM in May of 2011. He works with individuals, small...

Matt Christensen

Financial Advisor

612-435-0041

mattc@diversifiedwealthmanagement.com

Matt Christensen is a dedicated Client Services Associate with a strong background in finance. He graduated from the University of Minnesota’s Carlson School of Management, earning a degree in Finance. With a keen eye for detail and a...

Michelle Straub

(952) 277-0720

mstraub@bcandi.com

Nancy Christopherson

952-646-2492

nancy.christopherson@osaicwealth.com

Nathan Brusseau, MBA, BFA™

Independent Financial Advisor

952-758-9500

Nathan Brusseau began his career in the financial industry working for Securities America, Inc. and obtained his securities licensure at the age of 20. Nathan works with individuals, families, and small business owners doing...

Nick Loehlein

VP of Investment and Insurance Planning

320-260-1279

Nick started his career in 1999 working at one of the largest privately owned CPA firms in the nation. He started his career doing recordkeeping and accounting. He also worked on daily valued retirement plans, including 401(k), profit...

Pete Zvanovec, CFP^®, CRPS^®, BFA™, AIF^®,CPWA^®

Sr Partner & Financial Advisor

612.435.0044

pete@diversifiedwealthmanagement.com

My mission is to be a resource for life's financial questions. Different life phases have different challenges; I’m here to help with all of them. As Vice President of Client Planning Services, I work with clients of all ages and...

Robert Starkey

Partner & Financial Advisor

952-239-8019

612-435-0030

robert.starkey@osaicwealth.com

Rob brings over 25 years of experience working with pre-retirees and retirees, with a specialization in retirement planning and distribution planning. Rob and his team are committed to providing exceptional service, with the ultimate...

Shannon Brusseau

Independent Financial Advisor and Partner

952-758-9500

Shannon Brusseau began his financial career in bank-based services in 1989, first serving clients in residential mortgage, agricultural and commercial lending and then as a financial advisor since 1998. Shannon uses this broad...

Shelly Slattery

VP of Compliance and Supervision

612.435.0039

Main Office Shelly Slattery is responsible for supervising and supporting the advisors in the areas of compliance, operations and training for Diversified Wealth Management. Shelly has been in the financial services banking industry...

Steve Felchle

Financial Advisor

701-223-9084 x11

701-220-4078

steve@diversifiedwealthmanagement.com

Steve has 35 years of experience in the financial services industry. He started his career in banking in 1981 with Norwest Banks, spending 18 years in the banking business. Steve entered the Investment and Wealth Management business in...

Tim Johanson

Investment Advisory Representative

612.435.0038

Todd Terhorst, CFP^®, AIF^®, CLU, ChFC, AAMS, CRPC, CFEd, AWMA, CMFC, RICP

President and Managing Partner

612.435.0035

todd@diversifiedwealthmanagement.com

Todd began his career in the financial planning industry in 1994. Since founding Diversified Wealth Management in 2003, the firm has expanded to 50 financial professionals (plus staff) in multiple locations throughout Minnesota, North...

Tracy Frieler

Executive Assistant -Office Manager

320.845.2166

TFRIELER@osaicwealth.com

Tracy Frieler has been with Diversified Wealth Management since 2014 and is the executive assistant to Bob Deters. She provides administrative support to the advisors and more importantly, outstanding service to clients to provide the...

Trevor Anderson

Vice President / Partner

(701) 237-9422

trevor@diversifiedwealthmanagement.com

Troy Friedrichs

Vice President / Partner

701-223-9084 ext. 25

troy@diversifiedwealthmanagement.com

Troy began his career in the financial services industry in 2004 and brings over 20 years of experience in both financial services and insurance. He specializes in wealth management and preservation, helping individuals, small business...