Wealth management associate in Shakopee, Minnesota

Weldon & Associates is a reputable institution located at 1930 Cardinal Drive in Shakopee, Minnesota, United States. We specialize in providing top-notch financial and legal services to our clients, helping them navigate complex financial matters with ease. Our team of experienced professionals is dedicated to ensuring the best possible outcomes for our clients, offering personalized solutions tailored to their specific needs. Whether you need assistance with tax planning, estate planning, or business consulting, Weldon & Associates is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Pawlowski & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1275 Ramsey Street, Shakopee, Minnesota, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews and analyzes your progress, and adjusts your approach as needed to help you achieve financial success. You can access your investments and accounts anytime, anywhere, securely track your progress towards your goals, and share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you. From retirement planning to building a solid foundation for wealth and well-being, we are here to help. Our financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect your information. Contact us to discuss what matters most to you and let us help you achieve your financial goals.

Mark Theis, a financial advisor at Ameriprise Financial Services, LLC, located at 1275 Ramsey Street in Shakopee, Minnesota, is dedicated to helping clients achieve their long-term financial goals with confidence. Mark has been recognized on the 2023 Forbes Best-in-State Wealth Advisors list, showcasing his commitment to providing top-notch financial advice. With proper registration, Mark can conduct securities business with residents of select states. Schedule a consultation with Mark to discuss your financial priorities and gain insight into stock market trends. Keep in mind that Ameriprise Financial cannot guarantee future financial results. Rest assured that your friends and family members will receive expert financial guidance when referred to Mark. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring a secure and reliable financial planning experience. Visit the website for important disclosures, privacy and security information, and regulations.

Steven Woolery - Thrivent is a finance institution located at 1226 4th Avenue East in Shakopee, Minnesota, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of the client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.