Partners 2015

about our partners

Members of FPA MN are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.

If you would like more information on becoming a Partner, read over our 2016 Partnership Packages. It includes Benefits at a Glance and the Letter of Agreement. For a quick overview of the benefits of partnering with the FPA of Minnesota, view Why partner with FPA MN?.

platinum partners

Ameriprise Financial Services, Inc.Terry Leiendecker
952-857-1439
click to email
Charles SchwabJay Robinson
612-375-9525
click to email
Denny Bennett Group - Klein MortgageDenny Bennett
612-804-0488
click to email
Gradient Financial Group, LLC
Jeff Foley

866-991-1539
click to email
Jensen Investment ManagementSpencer Gerke
503-726-2059
click to email
Mairs & PowerScott D. Howard
651-294-8309
click to email
Marketplace Mortgage, LLCPaul Schuster
612-396-6802
click to email
Panoramix for Financial AdvisorsCassidy Burns
612-904-6221
click to email
Stonebridge Capital AdvisorsRobert Kincade
651-251-1000
800-317-1127
click to email
Resource: Monthly Newsletter

gold partners

ADVYZONMark Netjes
312-651-6021
click to email
Advyzon Overview
Africa Adventure ConsultantsChris Laskey
866-778-1089
click to email
American FundsDerek Hansen
952-546-5996
click to email
BNY Mellon Asset ManagementMatt Murphy
513-474-8777
click to email
Jefferson NationalErin Oestringer
502-587-3807
click to email
Lifesprk Home HealthcareAlex Braun
866-869-8770
click to email
Panoramix for Financial AdvisorsJams Formanek
612-720-9343
click to email
Parnassus InvestmentsVidya Nathu
415-778-2634
click to email
PCG Agencies, Inc.Michelle Marquez, CIC, CPCU
651-605-2747
click to email
Sewer & Water Backup
PHH Home Loans
Nicole Rosandich

612-723-2658
click to email
Scottrade Advisor Services
Corey Winters

866-306-7135 x3261
click to email
Wasatch FundsBrandon Fries
801-533-0777
click to email
Weitz FundsYana Morgan
402-391-1980
click to email

silver partners

American Century
Terry Huddle
612-730-3074
866-306-6152
click to email
Baird
Karen Heintz
800-955-9093
click to email
BlackRock
Paula Doroff
612-803-4121
click to email
Calvert Investments
Anthony Eames
800-368-2750
click to email
Diamond Hill Capital Management
Sean Ryan
312-560-7300
click to email
Federated Investors
Chris Davis
612-209-2838
click to email
Fidelity Investments
Bill Rothschild
888-718-7835
click to email
Goldman Sachs
Matt Wolff
612-965-1006
click to email
Gray Plant Mooty
Jessica Johnson
612-632-3282
click to email
Hartford Funds
Ed Cisowski
800-456-7526
click to email
Havener Capital Partners
Stacy Havener
855-859-3777
click to email
JP Morgan
Tom Parnell
612-963-2911
click to email
Kaplan Financial Education
Jennifer Kulasiewicz
877-311-9762
click to email
Welcome FPA - Kaplan Portal
Discount Program
Refer a Friend - Pass It On and Save!
Legg Mason
Tyler Porterfield
303-210-3883
click to email
Leuthold Funds
Hilary Sweeney
612-767-1176
click to email
Mainstay Investments
Greg Prokott
612-240-8465
click to email
Midwest Northern Nut Company
Jack Spencer, The Nut Guy
800-328-5502
click to email
Morningstar
David Gillette
920-857-3854
click to email
Nationwide Financial
Stephen Lee
651-335-6924
click to email
Newman Long Term Care
Deb Newman
612-454-4400
click to email
OppenheimerFunds
Tom Sabow
800-479-1828 x30963
click to email
Osterweis Capital Management
Dan Shore
719-221-6384
click to email
Rainier Investment Management
Mark Wolff
800-280-6111
click to email
SEI Investments
West Durham
610-676-4269
click to email
SII Investments, Inc.
Mike Kitzman
800-426-5975x2697
click to email
TD Ameritrade
Jonathan Olver
800-934-6124
click to email
Tradition Mortgage
John Zydowsky
952-252-4664
click to email
Walton International Group
Jace Roach
602-321-0413
click to email

bronze partners

Lord Abbett
Lindsay Ardis
612-599-7409
click to email
Vanguard Financial Advisor Services
Todd Swenson
610-731-3767
click to email
Wells Fargo Home Mortgage
Patti Mazzara
612-237-6277
click to email

why partner with FPA MN?

The FPA of Minnesota offers you the opportunity to partner with our association over the course of an entire year rather than by each single event. Details are available in the 2016 Partnership Packages. The Benefits At A Glance explains quickly the differences between the Platinum, Gold, Silver and Bronze levels.

Profitable Business Network

The financial professionals you’ll meet through the FPA of MN Chapter can help you build long-term business relationships. FPA of MN has more than 800 financial professionals in Minnesota, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. Members are a highly targeted market for your product or service.

Qualified Business Leads

The Chapter holds monthly member meetings that provide attendees with continuing education credits. Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs.

Quality Marketing Options

The Chapter sends its members and prospects (approximately 3,000 financial professionals) a monthly newsletter that contains information about upcoming meetings, Chapter public relations activities, practice management information, national educational opportunities and more. Members tell us it’s the one periodical they are sure to read, which means that your marketing insert and/or advertisement in FPA of MN News will be noticed and read.

Membership Mailings

The Chapter values its membership list highly and does not sell the mailing list to the general public. Therefore, our members are not flooded with marketing mailings related to their Chapter membership.

Symposium

In addition, partnering and speaking opportunities are also available at the Annual Symposium. If interested, complete a Call for Speakers form. Speakers are selected six to twelve months in advance. Full details on Symposium are available by clicking here.

Contacts for Partnership Opportunities:
Bonnie Stanley, FPA of Minnesota Executive Director, 763-781-1212
Craig Jergenson, 2014 Partnership Director, 763-445-2785