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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

Our Services

Our Services

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • The IRS Wants More Info About Your Gig Income

    If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.

  • A Pension Strategy That May Boost Your Income

    A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

    While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.

  • Key Retirement and Tax Numbers for 2025

    This article outlines some important IRS cost-of-living adjustments for 2025.

More Newsletters »

Calculators

  • Required Minimum Distributions

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Car Affordability

    How much can you afford to pay for a car?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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