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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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Investor HQ

Investor HQ

Contact Us

Please feel free to contact us with any questions.

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Newsletters

  • Charitable Gifts of Life Insurance

    Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.

  • Cancer Happens: Insurance Can Help Fortify Your Finances

    Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.

  • It’s Complicated: Inheriting IRAs and Retirement Plans

    The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

  • Two Tax-Friendly Retirement Plans for the Self-Employed

    Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Lease Payment

    How much would your monthly lease payment be?

  • Car Affordability

    How much can you afford to pay for a car?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

More Calculators »

Osaic Wealth Form CRS

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.  Mark Hein, Jonathan Bryant and Dave Bennett, Registered Representatives.  Advisory services offered through Osaic Wealth, Inc. Mark Hein and Jonathan Bryant, Representatives. Stonebridge Advisors and Osaic Wealth, Inc. 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