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1905 East Wayzata Blvd, Suite 250 Wayzata, MN 55391

Phone:

  • (952) 476-0096

Fax:

  • (952) 476-0378

Investor HQ

Investor HQ

Contact Us

Please feel free to contact us with any questions.

Contact Us

Our Firm

Our Firm

Newsletters

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • 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.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • 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