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

Vanguard Financial Advisor ServicesRoz Beliveau
800-997-2798
click to email

platinum partners

gold partners

Chubb Personal InsurancePat Morseth
612-373-7465
click to email
guaranteed Rate AFFINITYNicole Rosandich
952-844-6825
click to email
Objective Measure Fred Martin
651-270-7933
click to email
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Objective Measure Conference – Financial Industry Professionals
Orion Advisor ServicesPaul Wick
402-896-7462
click to email
Parnassus InvestmentsVidya Nathu
415-778-2634
click to email
PCG Agencies, Inc.Craig Johnson
651-605-2777
click to email
Sewer & Water Backup
RBC Advisor ServicesDave Hutchinson
612-371-7804
click to email
Reverse Mortgage Funding LLCRick Brown
630-297-6739
click to email
Reverse Mortgage MarketplaceGreg Ettinger
952-278-3457
click to email
Weitz FundsKevin Joy
312-961-6526
click to email
zero1zero InnovationsMichael McKeen
612-315-1900
click to email

silver partners

AdvisorNet Financial
Tom Rippberger
612-347-8681
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
Terry Huddle
612-730-3074
866-306-6152
click to email
American Funds
Derek Hansen
952-546-5996
click to email
Artisan Partners
Nick Kummer
888-454-1770
click to email
BlackRock
Paula Doroff
612-803-4121
click to email
Cohen & Steers
Michael Graveline
800-330-7348
click to email
Columbia Threadneedle Investments
Bryan Halverson
612-747-3126
click to email
Compudyne
Steve Hanson
651-203-9305
click to email
Cornerstone Private Asset Trust Company
Chad Halbur
866-200-6528
click to email
FAM Funds
Jeff Kohl
414-238-4265
click to email
Fidelity Investments
Bill Rothschild
888-718-7835
click to email
Global Financial Private Capital
Tim Parkinson
720-838-7827
click to email
Gray Plant Mooty Law Firm
Sally Grossman
612-632-3000
click to email
Hellmuth & Johnson, PLLC
Earl Cohen
952-460-9242, Ext. 9255
click to email
JP Morgan
Tom Parnell
612-963-2911
click to email
Leuthold Funds
Hilary Sweeney
612-767-1176
click to email
LJM Funds Management, Ltd.
Janice Lam
312-756-0005
click to email
LMCG Funds
George Zydel
781-749-6040
click to email
MainStay Investments
Greg Prokott
612-240-8465
click to email
Morningstar
David Gillette
920-857-3854
click to email
Nationwide Financial
Stephen Lee
651-335-6924
click to email
Northern Trust Investments
Cody Poirier
773-793-3719
click to email
Nuveen
Doug Gowski
312-917-8016
click to email
OppenheimerFunds
Tom Sabow
800-479-1828 x30963
click to email
TD Ameritrade Institutional
Amanda Stankiewicz
201-369-5710
click to email
Tradition Mortgage
John Zydowsky
952-252-4664
click to email
Utah Educational Savings Plan (UESP)
Troy Runnells
888-529-1886
click to email
Westcore Funds
Ryan Johnston
800-734-9378
click to email
XY Planning Network
Stacey Unruh
316-806-0412
click to email

bronze partners

Minnesota Philanthropy Partners
Jeremy Wells
651-325-4263
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 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