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Select the advisor you would like to meet with to be taken to their appointment options. We offer complimentary initial consultations for prospective clients.
Szablis M. Klee
Personal Financial Advisor
Principal
Rochester, MN Office
Dana Grimsrud
Personal Financial Advisor
Rochester, MN Office
Perry L. Diede
Personal Financial Advisor
Certified Financial Planner™
Rochester, MN Office
Alex Stanton
Personal Financial Advisor
Rochester, MN Office
Eden Prairie, MN Office
Susan Stenzel
Personal Financial Advisor
Chartered Financial Consultant®
Rochester, MN Office
Michael J. Matuska
Personal Financial Advisor
Chartered Financial Consultant®
Mankato, MN Office
