Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Unitedhealth Group 1 year, 9 months Mar 2016 - Present
Fidelity Investments 5 years, 5 months Oct 2010 - Mar 2016
Jz Catering 3 months Jul 2010 - Oct 2010
Country Financial 1 year, 3 months Jul 2009 - Oct 2010
M & I Bank 11 months Aug 2008 - Jul 2009
Bella Sara Wine Bar 1 year, 5 months Sep 2007 - Feb 2009
Riverwood Golf Course 3 years, 3 months Apr 2006 - Jul 2009
Abblebee's 6 years, 9 months May 2001 - Feb 2008

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Luke Deboer

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 10, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 10, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Financial Planning Company of Minnesota

Last updated on July 16, 2017
    • $1.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30
      Accounts
    • $44.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions