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1905 East Wayzata Blvd, Suite 250 Wayzata, MN 55391

Phone:

  • (952) 476-0096

Fax:

  • (952) 476-0378

Contact Us

Please feel free to contact us with any questions.

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Investor HQ

Investor HQ

Our Firm

Our Firm

Newsletters

  • 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.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • 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.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Federal Income Tax

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

  • 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 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