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
click to email
Jensen Investment ManagementRichard Clark
click to email
JP Morgan Asset Management Bill McNeill
click to email
Miles Franklin Precious MetalsKathie Bortnem
click to email
PERL Mortgage, Inc.Nicole Rosandich Meeker
click to email
RiverbridgeDrew Harbeck
click to email
Woodbury Financial ServicesClayton St. George
click to email

gold partners

Ameritas Advisor ServicesJason Torske
click to email
Chubb Personal InsurancePat Morseth
click to email
Cornerstone Private Asset Trust CompanyChad Halbur
click to email
Nationwide FinancialErin Oestringer
click to email
RBC Advisor ServicesDavid Hutchinson
click to email
Segall Bryant & HamillRyan Johnston
click to email
T. Rowe PriceSebastian Mitchell
click to email
Vanguard Financial Advisor ServicesRoz Beliveau
click to email
Weitz FundsYana Morgan
click to email
Wells Fargo Home MortgageDarin Thomas
click to email
zero1zero InnovationsMichael McKeen
click to email

silver partners

American Century Investments
Terry Huddle
click to email
Artisan Partners
Nick Kummer
click to email
Avisen Legal, P.A.
Brian Edstrom
click to email
Columbia Threadneedle Investments
Bryan Halverson
click to email
Fidelity Investments
Bill Rothschild
click to email
Gray Plant Mooty Law Firm
Sally Grossman
click to email
Hartford Funds
Edward Cisowski
click to email
Hellmuth & Johnson, PLLC
Earl Cohen
952-460-9242, Ext. 9255
click to email
Leuthold Funds
Marty Owens
click to email
Retirement Funding Solutions
Alina Passarelli
click to email
SEI Investments
Stacey Degon
click to email
TD Ameritrade Institutional
Carson Booras
800-934-6124 x1-5039
click to email
Thrivent Mutual Funds
Blaine Gundershaug
click to email

bronze partners

Institute for Divorce Financial Analysts
Carol Lee Roberts
click to email
Corporate Bio
More information
The Saint Paul & Minnesota Community Foundations
Jeremy Wells
click to email
U.S. Bank
Denny Bennett
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.


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