NorthRock Partners
Description
Address: 650 3rd Ave S #1500, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 367-8800: : : Category: : : Place name: : Website: Website: http://northrockpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northrock Partners Posting publicly on the Web Write a review Reviews Be the first to review
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NorthRock Partners Employees
Employee
Years
Job
Industry
Dawn Jurkovich Dawn Jurkovich's NorthRock Partners Experience February 2001 - Present
Job Vice President, Private Wealth Advisor NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners February 2001 - Present
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investments, Estate Planning, Wealth Management..., Wealth, Financial Planning, Series 7, Finance, Retirement
Education
University of Minnesota-Twin Cities 1993 — 1996
BIS, Finance & Business
NorthRock Partners February 2001 - Present
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investments, Estate Planning, Wealth Management..., Wealth, Financial Planning, Series 7, Finance, Retirement
Education
University of Minnesota-Twin Cities 1993 — 1996
BIS, Finance & Business
Kevin Kosiek's NorthRock Partners Experience March 2014 - Present
Job Client Operations Analyst at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners March 2014 - Present
Baker Tilly Virchow Krause, LLP September 2013 - November 2013
Signal 88 Franchise Group June 2012 - December 2012
Northwestern Mutual March 2011 - November 2011
Education
Creighton University's Heider College of Business 2009 — 2013
Bachelor of Science Business Administration, Marketing and Finance
Benilde-St. Margaret's
Benilde-St. Margaret's
NorthRock Partners March 2014 - Present
Baker Tilly Virchow Krause, LLP September 2013 - November 2013
Signal 88 Franchise Group June 2012 - December 2012
Northwestern Mutual March 2011 - November 2011
Education
Creighton University's Heider College of Business 2009 — 2013
Bachelor of Science Business Administration, Marketing and Finance
Benilde-St. Margaret's
Benilde-St. Margaret's
Jim Lund, CFP, MBA Jim Lund, CFP, MBA's NorthRock Partners Experience August 2008 - Present
Job Partner at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
Keeren Quayat Keeren Quayat's NorthRock Partners Experience September 2014 - January 2015
Job Loan Portfolio Analyst I at NorthMarq Capital
Industry Financial Services
Experience
NorthMarq Capital May 2015 - Present
Hamline University November 2011 - May 2015
NorthRock Partners September 2014 - January 2015
McVay Youth Partnership January 2013 - June 2013
Hamline University June 2012 - August 2012
Skills
Teamwork, Spanish, International Relations, Portuguese, Youth Mentoring, Tutoring, Higher Education, Community Outreach, Payroll, Data Analysis, Financial Analysis, Accounting, Translation, ERP Oracle
Education
Hamline University 2011 — 2015
Bachelor of Business Administration (BBA), International Business and Finance
Cologne Business School
Bachelor of Business Administration (BBA), International Business
White Bear Lake Area High School 2009 — 2011
High School, 3.7
NorthMarq Capital May 2015 - Present
Hamline University November 2011 - May 2015
NorthRock Partners September 2014 - January 2015
McVay Youth Partnership January 2013 - June 2013
Hamline University June 2012 - August 2012
Skills
Teamwork, Spanish, International Relations, Portuguese, Youth Mentoring, Tutoring, Higher Education, Community Outreach, Payroll, Data Analysis, Financial Analysis, Accounting, Translation, ERP Oracle
Education
Hamline University 2011 — 2015
Bachelor of Business Administration (BBA), International Business and Finance
Cologne Business School
Bachelor of Business Administration (BBA), International Business
White Bear Lake Area High School 2009 — 2011
High School, 3.7
Christina Lund's NorthRock Partners Experience March 2014 - Present
Job Client Operations Analyst at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners March 2014 - Present
NorthRock Partners October 2013 - February 2014
Ameriprise Financial Services, Inc. June 2013 - October 2013
R&R Partners January 2013 - May 2013
Tree Trust May 2012 - August 2012
KTVK-TV January 2012 - May 2012
Cronkite NewsWatch August 2011 - December 2011
Green Living AZ magazine May 2011 - September 2011
KNXV-TV January 2011 - May 2011
Skills
Media Relations, Public Relations, Social Media, Editing, Newsletters, Journalism, Final Cut Pro, AP Style, Broadcast Journalism, Strategic Communications, Cision, Corporate Communications, Marketing Communications, ENPS, Multimedia, Wordpress, Photoshop, Blogger, Leadership, Adobe Creative Suite, Crisis Management, Special Events..., Digital Media, SEO, Client Relations, ACT!, Morningstar, Financial Reporting, Financial Services
Education
Arizona State University 2009 — 2013
Journalism and Mass Communication, Public Relations, Senior
NorthRock Partners March 2014 - Present
NorthRock Partners October 2013 - February 2014
Ameriprise Financial Services, Inc. June 2013 - October 2013
R&R Partners January 2013 - May 2013
Tree Trust May 2012 - August 2012
KTVK-TV January 2012 - May 2012
Cronkite NewsWatch August 2011 - December 2011
Green Living AZ magazine May 2011 - September 2011
KNXV-TV January 2011 - May 2011
Skills
Media Relations, Public Relations, Social Media, Editing, Newsletters, Journalism, Final Cut Pro, AP Style, Broadcast Journalism, Strategic Communications, Cision, Corporate Communications, Marketing Communications, ENPS, Multimedia, Wordpress, Photoshop, Blogger, Leadership, Adobe Creative Suite, Crisis Management, Special Events..., Digital Media, SEO, Client Relations, ACT!, Morningstar, Financial Reporting, Financial Services
Education
Arizona State University 2009 — 2013
Journalism and Mass Communication, Public Relations, Senior
Kurt Yost Kurt Yost's NorthRock Partners Experience April 2011 - May 2012
Job Senior Vice President and General Counsel at Miller Energy Resources
Industry Oil & Energy
Experience
Miller Energy Resources May 2012 - Present
Northrock Partners April 2011 - May 2012
Max International, LLC March 2010 - March 2011
Pepper Hamilton LLP July 2007 - March 2010
Allen & Overy LLP April 2003 - January 2006
Bingham McCutchen LLP February 2001 - April 2003
Mayer Brown LLP September 1997 - February 2001
United States Attorney's Office 1996 - 1996
Skills
Corporate Law, Legal Writing, Corporate Governance, Legal Research, Intellectual Property, Civil Litigation, Joint Ventures, Employment Law
Education
University of Virginia School of Law 1994 — 1997
Juris Doctor (J.D.)
Temple University 1990 — 1994
Bachelor of Business Administration, Economics and Finance
Miller Energy Resources May 2012 - Present
Northrock Partners April 2011 - May 2012
Max International, LLC March 2010 - March 2011
Pepper Hamilton LLP July 2007 - March 2010
Allen & Overy LLP April 2003 - January 2006
Bingham McCutchen LLP February 2001 - April 2003
Mayer Brown LLP September 1997 - February 2001
United States Attorney's Office 1996 - 1996
Skills
Corporate Law, Legal Writing, Corporate Governance, Legal Research, Intellectual Property, Civil Litigation, Joint Ventures, Employment Law
Education
University of Virginia School of Law 1994 — 1997
Juris Doctor (J.D.)
Temple University 1990 — 1994
Bachelor of Business Administration, Economics and Finance
Craig Morcos's NorthRock Partners Experience December 2008 - Present
Job Client Service Manager at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners December 2008 - Present
Education
University of St. Thomas 2004 — 2008
BS, Finance and Financial Management Services
Bond University 2007 — 2007
NorthRock Partners December 2008 - Present
Education
University of St. Thomas 2004 — 2008
BS, Finance and Financial Management Services
Bond University 2007 — 2007
Melissa Lund Melissa Lund's NorthRock Partners Experience June 2014 - Present
Job Student at University of Minnesota, Twin Cities
Industry Hospital & Health Care
Experience
NorthRock Partners June 2014 - Present
Caille Farm June 2013 - Present
Minnesota Equestrian April 2013 - Present
Private Residences 2008 - 2012
Salad Creations August 2009 - October 2010
Skills
Research, Microsoft Excel, Nonprofits, Psychology, Analysis, Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science, Genetics, Cell Biology & Development
University of Minnesota-Twin Cities 2011 — 2015
Minor, Leadership
Maple Grove Senior High School 2007 — 2011
High School Diploma
NorthRock Partners June 2014 - Present
Caille Farm June 2013 - Present
Minnesota Equestrian April 2013 - Present
Private Residences 2008 - 2012
Salad Creations August 2009 - October 2010
Skills
Research, Microsoft Excel, Nonprofits, Psychology, Analysis, Public Speaking, Microsoft Office, Community Outreach, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science, Genetics, Cell Biology & Development
University of Minnesota-Twin Cities 2011 — 2015
Minor, Leadership
Maple Grove Senior High School 2007 — 2011
High School Diploma
Amy Lundstrom's NorthRock Partners Experience 1998 - Present
Job Client Service Manager at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners 1998 - Present
American Express Financial Advisors January 1991 - December 1998
Skills
Strategic Planning, Account Management, Series 7, Investments, Sales, Retirement Planning, Event Planning, Customer Service, Marketing Strategy, Marketing Communications, Microsoft Office, Wealth Management, Strategic Financial..., Project Management
Education
St. Mary's University of MN 1998 — 2000
Master's, Counseling Psychology
University of Minnesota-Twin Cities 1992 — 1997
BA, Psychology and Sociology
NorthRock Partners 1998 - Present
American Express Financial Advisors January 1991 - December 1998
Skills
Strategic Planning, Account Management, Series 7, Investments, Sales, Retirement Planning, Event Planning, Customer Service, Marketing Strategy, Marketing Communications, Microsoft Office, Wealth Management, Strategic Financial..., Project Management
Education
St. Mary's University of MN 1998 — 2000
Master's, Counseling Psychology
University of Minnesota-Twin Cities 1992 — 1997
BA, Psychology and Sociology
Samuel Cari's NorthRock Partners Experience June 2015 - Present
Job Director of Estate Planning at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners June 2015 - Present
Heywood, Cari & Anderson, S.C. May 2013 - May 2015
Heywood Cari & Anderson 2011 - May 2013
Wells Fargo Home Mortgage October 2009 - August 2010
Northwestern Mutual April 2006 - January 2008
Skills
Legal Writing, Westlaw, Legal Research, Estate Planning, Real Estate Transactions, Public Speaking, Marketing, Management, Mediation, Estate Disputes, Civil Litigation
Education
William Mitchell College of Law 2010 — 2012
Juris Doctorate
University of Saint Thomas 2004 — 2008
Bachelor of Arts (BA), Finance, General
Hudson High
NorthRock Partners June 2015 - Present
Heywood, Cari & Anderson, S.C. May 2013 - May 2015
Heywood Cari & Anderson 2011 - May 2013
Wells Fargo Home Mortgage October 2009 - August 2010
Northwestern Mutual April 2006 - January 2008
Skills
Legal Writing, Westlaw, Legal Research, Estate Planning, Real Estate Transactions, Public Speaking, Marketing, Management, Mediation, Estate Disputes, Civil Litigation
Education
William Mitchell College of Law 2010 — 2012
Juris Doctorate
University of Saint Thomas 2004 — 2008
Bachelor of Arts (BA), Finance, General
Hudson High
Todd Bullinger's NorthRock Partners Experience January 2012 - Present
Job CPA at NorthRock Partners
Industry Accounting
Experience
NorthRock Partners January 2012 - Present
McGladrey January 2001 - December 2011
Army National Guard January 1996 - June 2005
Skills
Mergers, Cost Segregation, Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, Financial Modeling, Business Valuation, FASB, QuickBooks, Financial Statements, Financial Planners
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Masters Degree, Masters of Business Taxation
The University of North Dakota 1997 — 2001
Bachelors Degree, Accountancy
Trinity High School - Dickinson, ND 1992 — 1996
NorthRock Partners January 2012 - Present
McGladrey January 2001 - December 2011
Army National Guard January 1996 - June 2005
Skills
Mergers, Cost Segregation, Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, Financial Modeling, Business Valuation, FASB, QuickBooks, Financial Statements, Financial Planners
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Masters Degree, Masters of Business Taxation
The University of North Dakota 1997 — 2001
Bachelors Degree, Accountancy
Trinity High School - Dickinson, ND 1992 — 1996
Joanna Kelzenberg's NorthRock Partners Experience December 2008 - Present
Job Vice President Insurance Services at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners December 2008 - Present
Ameriprise Financial Services, Inc. January 2003 - February 2008
Skills
Series 7, Strategic Financial..., Investments, Insurance, Estate Planning
Education
Hamline University
BA, Economics
NorthRock Partners December 2008 - Present
Ameriprise Financial Services, Inc. January 2003 - February 2008
Skills
Series 7, Strategic Financial..., Investments, Insurance, Estate Planning
Education
Hamline University
BA, Economics
Melissa (Deets) Costley's NorthRock Partners Experience February 2012 - Present
Job Insurance Specialist at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners February 2012 - Present
Ramboll UK October 2010 - December 2011
British Antarctic Survey July 2009 - September 2010
U.S. Geological Survey (USGS) October 2006 - January 2009
U.S. Geological Survey (USGS) April 2004 - October 2006
Education
Columbia College 2005 — 2006
BA, Psychology
University of Missouri-Columbia 2002 — 2005
Business Administration, Psychology
NorthRock Partners February 2012 - Present
Ramboll UK October 2010 - December 2011
British Antarctic Survey July 2009 - September 2010
U.S. Geological Survey (USGS) October 2006 - January 2009
U.S. Geological Survey (USGS) April 2004 - October 2006
Education
Columbia College 2005 — 2006
BA, Psychology
University of Missouri-Columbia 2002 — 2005
Business Administration, Psychology
Nadine Thibault's NorthRock Partners Experience June 2015 - Present
Job Client Operations Analyst at NorthRock Partners
Industry Higher Education
Experience
NorthRock Partners June 2015 - Present
Personal Care Assistant March 2015 - Present
NorthRock Partners September 2014 - May 2015
Fidelity Bank MN April 2014 - August 2014
The Bridge School London September 2013 - December 2013
Skills
Teamwork, Leadership, Critical Thinking, Time Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Community Outreach, Volunteer Management, Financial Analysis, Economics, Research, Non-profits, Data Analysis, Strategic Planning
Education
University of St. Thomas 2011 — 2015
Bachelor of Science (BS), International Economics, Business Administration
Birkbeck, University of London 2013 — 2013
Business
NorthRock Partners June 2015 - Present
Personal Care Assistant March 2015 - Present
NorthRock Partners September 2014 - May 2015
Fidelity Bank MN April 2014 - August 2014
The Bridge School London September 2013 - December 2013
Skills
Teamwork, Leadership, Critical Thinking, Time Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Community Outreach, Volunteer Management, Financial Analysis, Economics, Research, Non-profits, Data Analysis, Strategic Planning
Education
University of St. Thomas 2011 — 2015
Bachelor of Science (BS), International Economics, Business Administration
Birkbeck, University of London 2013 — 2013
Business
Michael Phillipson's NorthRock Partners Experience December 2014 - Present
Job Investment Operations Analyst at NorthRock Partners
Industry Investment Management
Experience
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst