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 2020 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

Wintrust MortgageNicole Meeker
612-723-2658
click to email

gold partners

silver partners

The American College of Financial Services
Kimberly Thomas
610-526-1076
click to email
Baird
Maggie Zborowski
800-955-9093
click to email
Benefit Street Partners
Steve Uhen
585-413-5535
click to email
BMO Global Asset Management
Nathan Stading
414-287-8666
click to email
Podcast: Better Conversations, Better Outcomes
BMO Funds
BMO Viewpoints
CNL Securities Corp.
Darren Griffiths
866-933-8369
click to email
Advisor Resources
Healthcare properties
Columbia Threadneedle Investments
Bryan Halverson
612-747-3126
click to email
Cornerstone Private Asset Trust
Chad Halbur
866-200-6528
click to email
Fidelity Investments
Bill Rothschild
888-718-7835
click to email
Hellmuth & Johnson, PLLC
Earl Cohen
952-460-9242
click to email
Invesco (formerly OppenheimerFunds)
Tom Sabow
800-479-1828 x30963
click to email
JP Morgan Asset Management
Bill McNeil
612-308-0483
click to email
Osterweis Capital Management
Sean Ryan
312-560-7300
click to email
Retirement Funding Solutions
Alina Passarelli
612-396-6802
click to email
Segall Bryant & Hamill
Ryan Johnston
800-836-4265
click to email
SUCCESS Computer Consulting, Inc.
Ron Shelby
763-593-3000
click to email
Website
Video link
Resource Blog
TD Ameritrade Institutional
Carson Booras
312-803-3969
click to email
Coronavirus Continuity Portal
Thrivent Mutual Funds
Blaine Gundershaug
612-965-8320
click to email
Tradition Mortgage
John Zydowsky
952-252-4664
click to email
Tri State Capital
Tom Caulfield
412-260-6693
click to email
Woodbury Financial Services
Clayton St. George
800-300-2638
click to email

bronze partners

American Heart Association
Lauren Iwema
630-212-7864
click to email
USI Insurance Services
Craig Johnson
612-509-1055
click to email
William Blair & Company
Adam O'Connor
312-364-5428
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 2020 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.

ASCEND Conference

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

Contacts for Partnership Opportunities:
Jessica Hawthorne, FPA of Minnesota Executive Director, 763-781-1212
Shawn Jacobson, CFP®, ChFC®, MBA, MSFS, 2020 Partnership Director, 612-367-8818