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1905 East Wayzata Blvd, Suite 250 Wayzata, MN 55391

Phone:

  • (952) 476-0096

Fax:

  • (952) 476-0378

Our Firm

Our Firm

Investor HQ

Investor HQ

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Investing with Market Cap in Mind

    Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

  • Will You Pay a Medicare Surcharge?

    The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

More Newsletters »

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

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