Annual Partners

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 2018 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?.

diamond partner

platinum partners

Charles SchwabJay Robinson
612-375-9525
click to email
Jensen Investment ManagementRichard Clark
503-726-2045
click to email
Miles Franklin Precious MetalsKathie Bortnem
877-867-7293
click to email
Objective MeasureFred Martin
651-270-7933
click to email
Register to attend the
2018 Objective Measure Conference
PERL Mortgage, Inc.Nicole Rosandich Meeker
612-723-2658
click to email
RiverbridgeDrew Harbeck
612-904-6241
click to email

gold partners

Ameritas Advisor ServicesJason Torske
402-325-4251
click to email
Chubb Personal InsurancePat Morseth
612-373-7465
click to email
LeClair GroupRichard Lett
651-735-9817
click to email
Nationwide FinancialErin Oestringer
502-587-3807
click to email
Orion Advisor ServicesPaul Wick
402-896-7462
click to email
Parnassus InvestmentsKelly Brush
415-778-2697
click to email
RBC Advisor ServicesDavid Hutchinson
612-371-7804
click to email
Vanguard Financial Advisor ServicesRoz Beliveau
800-997-2798
click to email
Weitz FundsYana Morgan
800-304-9745
click to email
zero1zero InnovationsMichael McKeen
612-315-1900
click to email

silver partners

AdvisorNet Financial
Dan May
612-347-8622
click to email
Alexander J. Wayne & Associates, Inc.
Vladimir Antos
773-305-7685
click to email
Financial Advisors/Planners E&O
Markel Cambridge
Markel Cambridge Contacts
American Century Investments
Terry Huddle
612-730-3074
866-306-6152
click to email
American Funds
Michael Clark
952-378-0354
click to email
Artisan Partners
Nick Kummer
888-454-1770
click to email
Avisen Legal, P.A.
Brian Edstrom
612-584-3407
click to email
BlackRock
Paula Doroff
612-803-4121
click to email
BMO Global Asset Management
Nathan Stading
414-287-8666
click to email
Podcast: Better Conversations, Better Outcomes
BMO Funds
BMO Viewpoints
Broadstone Real Estate, LLC
Chris Brodhead
585-287-6499
click to email
Cantor Fitzgerald
Jeff Hertz
630-878-3241
click to email
CNL Securities Corp.
Darren Griffiths
866-933-8396
click to email
CNL Website
Advisor Resources
Healthcare properties
Cohen & Steers
Michael Graveline
800-330-7348
click to email
Columbia Threadneedle Investments
Bryan Halverson
612-747-3126
click to email
Cornerstone Private Asset Trust Company
Chad Halbur
866-200-6528
click to email
DPL Financial Partners
Jenn Czuback
502-442-7215
click to email
FAM Funds
Bill McCartan
518-823-1208
click to email
Fidelity Investments
Bill Rothschild
888-718-7835
click to email
Franklin Templeton
Tom Antonovich
952-221-8874
click to email
Gray Plant Mooty Law Firm
Sally Grossman
612-632-3000
click to email
Hartford Funds
Edward Cisowski
800-456-7526
click to email
Hellmuth & Johnson, PLLC
Earl Cohen
952-460-9242, Ext. 9255
click to email
Institute for Divorce Financial Analysts
Carol Lee Roberts
800-875-1760
click to email
Corporate Bio
More information
JP Morgan Asset Mgmt
Bill McNeill
612-308-0483
click to email
Leuthold Funds
Marty Owens
612-332-0797
click to email
Lord Abbett & Co. LLC
Dominick Trapasso
201-827-2124
click to email
Firm Profile
Floating Rate Fund
Short Duration Fixed Income Capabilities
MainStay Investments
Nick Angell
612-578-9640
click to email
Minnesota College Savings Plan
Chris McLeod
952-830-3127
click to email
Morningstar
David Gillette
920-857-3854
click to email
my529
Troy Runnells
888-529-1886
click to email
Northern Trust Investments
Ben Menconi
630-673-6329
click to email
Nuveen
Doug Gowski
312-917-8016
click to email
OppenheimerFunds
Tom Sabow
800-479-1828 x30963
click to email
Perritt Funds
Mark Oberrotman
312-669-1650
click to email
Retirement Funding Solutions
Alina Passarelli
612-396-6802
click to email
Succession Lending
Aaron Hasler
866-567-6282
click to email
TD Ameritrade Institutional
Carson Booras
800-934-6124 x1-5039
click to email
Thrivent Mutual Funds
Blaine Gundershaug
612-965-8320
click to email
Tradition Mortgage
John Zydowsky
952-252-4664
click to email
Click on my Website
T. Rowe Price
Sebastian Mitchell
410-577-4506
click to email
Woodbury Financial Services
Clayton St. George
800-300-2638
click to email
XY Planning Network
Stacey Unruh
406-413-9200
click to email
#XYPNRadio Podcast
Member Benefits Directory

bronze partners

Ameriprise Financial
Terry Leiendecker
952-857-1439
click to email
The Saint Paul & Minnesota Community Foundations
Jeremy Wells
651-325-4263
click to email
U.S. Bank
Denny Bennett
612-804-0488
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 2018 Partnership Packages. The Benefits At A Glance explains quickly the differences between the Diamond, 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:
Jessica Hawthorne, FPA of Minnesota 2018 Executive Director, 763-781-1212
Scott Howard, 2018 Partnership Director, 651-294-8309