Diversified Wealth Management
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Diversified Wealth Management Employees
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
AXA Advisors May 2010 - Present
Air Force Association December 2010 - Present
Diversified Wealth Management January 2010 - May 2010
ABLE Financial May 2009 - August 2009
3TV KTVK- CNN Affiliate May 2007 - August 2007
Education
Syracuse University 2006 — 2010
B.A, Economics
Diversified Wealth Management November 2014 - Present
Greater Midwest Financial Group August 2013 - October 2014
Ameriprise Financial Services, Inc. November 2011 - June 2013
Lyon's Pub September 2002 - November 2011
Bennigan's Grill and Tavern March 1996 - August 2002
KFAN Radio August 1993 - January 1996
KOLV Radio January 1992 - January 1993
Skills
Insurance, Portfolio Management, Wealth Preservation..., Financial Analysis, Financial Advisory, Series 7, Series 63, Investments, Financial Services, Retirement Planning, Financial Planning, Wealth, Management, Mutual Funds, Finance, Family Finances, Wealth Management, Securities, Leadership, Customer Service, Retirement, Strategic Planning
Education
Concordia University-St. Paul 2008 — 2010
Masters Degree, Business Administration
Concordia University-St. Paul 2006 — 2008
B.S., Organizational Management and Communications
Brown Institute 1992 — 1992
A.S. degree, Broadcast Journalism
University of Saint Thomas 1988 — 1990
General Studies
Benilde St. Margaret's 1984 — 1988
H.S. Diploma
Clay Junior High
Bauer Law Office 2011 - Present
Diversified Wealth Management October 2010 - Present
Meridian Financial Group, LLC September 2007 - October 2010
AXA Equitabe 1997 - 2003
Skills
Estate Planning, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Securities, Strategic Financial..., Asset Allocation, Investment Advisory, IRAs, Investments, Wealth Accumulation, Asset Managment, Pensions, Insurance, Series 7, Investment Strategies, Fixed Annuities, Alternative Investments, Financial Advisory
Education
William Mitchell College of Law 1975 — 1979
Juris Doctor, Law
St. Olaf College 1971 — 1975
BA, Economics
College for Financial Planning
CRPC, Retirement Planning
College for Financial Planning
AWMA, Wealth Management
The American College
CLU, Insurance
The American College
ChFC, Financial Planning and Services
Diversified Wealth Mgmt/LPL Financial December 2012 - Present
Edward Jones August 2009 - December 2012
Diversified Wealth Management February 2007 - August 2009
Smith Barney April 2004 - February 2007
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, IRAs, Retirement, Investment Strategies, Investments, Alternative Investments, Portfolio Management, Equities, Series 63, Series 65, 401k Rollovers, High Net Worth..., Insurance, Securities, Financial Advisory, ETFs, Bonds, Asset Managment, Separately Managed..., Options, Strategic Financial..., Fixed Income
Education
University of Central Florida 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida 1994 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
Diversified Wealth Management August 2010 - Present
Aspire Vending, LLC June 2011 - Present
Aspire Insurance Consultants May 2009 - Present
AXA Financial 2003 - July 2010
AXA Advisors, LLC January 2005 - December 2009
community national bank 2001 - 2002
TCF Bank September 2000 - January 2001
TCF 1999 - 2001
Wells Fargo Financial June 1999 - July 2000
Norwest Financial 1999 - 2000
Skills
Wealth Management, Investments, Income distribution..., Advanced insurance..., Sophisticated...
Education
Saint John's University 1995 — 1999
BA, Management
Oak Tree Insurance, LLC May 2013 - Present
Diversified Wealth Management May 2013 - Present
American Family Insurance September 2011 - May 2013
US BANCORP April 2010 - May 2011
ASSOCIATED BANC-CORP March 2006 - November 2009
TC OFFROAD LLP January 2002 - December 2007
US BANCORP June 2002 - March 2006
WELLS FARGO & COMPANY April 2001 - June 2002
GILLELAND CHEVROLET September 1995 - April 2001
Skills
Wealth Management, Fixed Annuities, Property & Casualty..., Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Long-term Care, Underwriting, Term Life Insurance, Whole Life, IRAs, Commercial Insurance, Banking, Wealth Management..., Financial Advisory, Universal Life, Variable Annuities, Retirement, Mutual Funds, Series 7, Series 6, Series 63, Umbrella Insurance, Commercial Lines, 401k, 401k Rollovers, Roth IRA, Liability, Renters, Long Term Care Insurance, Workers Compensation, Legal Liability, Cross Selling, Homeowners, Professional Liability, General Insurance
Education
St. Cloud State University
Everest Financial Group, LLC October 2007 - Present
Diversified Wealth Management May 2006 - October 2007
Skills
Retirement Planning, Finance, Mutual Funds, Risk Management, Cash Management, Business Analysis, Asset Managment, Retirement, Investments, Asset Allocation, Wealth Management, Securities, Financial Advisory, Estate Planning
Education
Brigham Young University 1978 — 1980
Bachelor’s of Science Degree, Business - Finance
University of Minnesota-Twin Cities 1973 — 1978
Associate Degree, Liberal Arts and Sciences, General Studies and Humanities
HighTower July 2014 - Present
Triad Wealth Stewardship December 2013 - July 2014
Diversified Wealth Management 2005 - 2013
Chanhassen Dinner Theatres October 2001 - March 2005
Skills
Marketing, Team Building, Leadership, Customer Service, Public Speaking, Client Services, Microsoft Office, Strategic Planning, Microsoft Excel, Process Improvement
Education
Minnesota State University, Mankato 1997 — 2000
Mass Communications
Prior Lake High School 1994 — 1997
Diversified Wealth Management June 2011 - Present
Axa Advisors Equitable Life September 1994 - May 2011
Skills
Retirement, Long Term...
Education
The University of North Dakota 1969 — 1973
B.S.B.A, Accounting
Diversified Wealth Management August 2012 - Present
Investment Centers of America September 2009 - August 2012
UBS October 2007 - September 2009
Insurance Wholesaler July 2004 - October 2007
Strategic Futures and Options August 2002 - July 2004
Software Distributor July 1998 - August 2002
US Bank May 1997 - July 1998
Schering-Plough Pharmaceuticals February 1989 - March 1997
Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management
Education
The American College 2004 — 2006
ChFC, Charter Financial Consultant
The University of South Dakota 1982 — 1986
MBA, business
South Dakota State University 1976 — 1980
BS, Business
Diversified Wealth Management April 2014 - Present
AXA Advisors, LLC April 2006 - April 2014
JRA Financial Advisors March 2004 - July 2006
CliftonLarsonAllen LLP 1999 - 2004
Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation
Education
Saint Cloud State University - G.R. Herberger College of Business 1997 — 2001
B.S., Economic Business, Economics
St. Cloud State University 1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business