Eden Prairie At-A-Glance
6640 Shady Oak Road, Suite 370
Eden Prairie, MN 55344
Phone: (877) 333-7535
Focus: Institutional Retirement, Wealth Management
Twin Cities - Eden Prairie, MN
Thank you for your interest in our services. While each client defines success differently, they all have the same expectations: to be treated fairly, with integrity, honesty and a commitment to excellence. The client relationships we foster, along with the financial solutions we deliver, are products of a collaborative approach built upon hard work, transparency and research. We’ll work to earn your trust every day. We look forward to meeting you to learn more about your goals and needs.
Dan Stewart
Managing Director, Retirement Plan Consulting
Jim McDonald
Managing Director, Retirement Plan Consulting
Matt Gulseth
Managing Director, Retirement Plan Consulting
Steve Woodley
Managing Director, Retirement Plan Consulting