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1905 East Wayzata Blvd, Suite 250 Wayzata, MN 55391

Phone:

  • (952) 476-0096

Fax:

  • (952) 476-0378

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Please feel free to contact us with any questions.

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Newsletters

  • Location, Location, Location: The Premium Parents Pay for Top Schools

    Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Lease Payment

    How much would your monthly lease payment be?

More Calculators »

Osaic Wealth Form CRS

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.  Mark Hein, Jonathan Bryant and Jeff Thielen, Registered Representatives.  Advisory services offered through Osaic Wealth Mark Hein, Jonathan Bryant and Jeff Thielen, Representatives. Stonebridge Advisors and Osaic Wealth are separate companies. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck