Top Wealth Managers in Greater Minneapolis-St. Paul Area
Jeff Ohe
President
Greater Minneapolis-St. Paul Area
President
Private Wealth Manager
Financial Consultant
District Manager
University of Minnesota - Carlson School of Management
Recommendations: 0
j*****@cahillfa.com
j****[email protected]
Bob Stai Davis, CFP®
Wealth Manager, Registered Investment Advisor, Business Owner
Greater Minneapolis-St. Paul Area
Wealth Manager, Registered Investment Advisor, Business Owner
Adult Volunteer Leader
Subject Matter Expert for the Certified Financial Planner Board of Standards, Inc.
Volunteer Mentor - Youth Ambassador Program
Treasurer
Financial Advisor
Leadership Training
Peace Corps Volunteer Recruiter
Small Enterprise Development Volunteer
PCV & FDR Board (Current)
PCV & FDR Board (Current)
Michigan State University
Minnesota State University, Mankato
Duluth East High School
Paynesville Elementary School
Recommendations: 0
Leadership
Mentoring
Non-profits
Fundraising
Public Speaking
Strategic Planning
Event Planning
d****[email protected]
r****[email protected]
Tom Gartner, MSAPM, CFP®
Board Member
Greater Minneapolis-St. Paul Area
Board Member
Wealth Manager
Senior Manager
Team Manager, Risk Management Division
Relationship Manager, Premier Services, and Mutual Fund Specialist
NA
Creighton University
TD Ameritrade Leadership Development Program
Southern Methodist University
University of San Diego
Edina High School
Recommendations: 0
Asset Allocation
Retirement Planning
Strategic Financial...
Wealth Management
Retirement
Wealth Management...
Financial Advisory
Alternative Investments
l****[email protected]
l****[email protected]
Ray Jambois
Institutional Retirement Sales Director
Greater Minneapolis-St. Paul Area
Institutional Retirement Sales Director
Wealth Manager, Regional Sales
Hedge Fund Consultant
Director New Business Development, Retirement Plan Services
Vice President
Vice President of Sales
Senior Financial Representative
Brokerage Trader/FlexForce
Recommendations: 0
j****[email protected]
Tyler Engbrecht
Wealth Planner
Greater Minneapolis-St. Paul Area
Wealth Planner
Wealth Planning Productivity Consultant
Advanced Planning/Client Services
Portfolio Management Group
Wealth Advisor
Wealth Manager
Director of Wealth Management
Minnesota State University, Mankato
Beulah High School
Recommendations: 0
t****[email protected]
John F. Stiepel
Managing Member
Greater Minneapolis-St. Paul Area
Managing Member
Private Wealth Manager
Financial Advisor
President
Senior Vice President; Public & Corporate Finance
UCLA Anderson School of Management
Yale University
Recommendations: 0
t****[email protected]
