2003 April

2013 Partners


The Financial Planning Association of Minnesota members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.

THANK YOU to our 2013 Partners!

PLATINUM Partners:


Terry Huddle
612-730-3074 • 866-306-6152
terry_huddle@americancentury.com

Paula Doroff • 612-803-4121
paula.doroff@blackrock.com

Jay Robinson • 612-375-9525
jay.robinson@schwab.com

Wes Madara • 612-373-7425
wmadara@chubb.com

Nick Bloomfield • 602-778-6016
nbloomfield@colecapital.com

Denny Bennett, CMPS • 612-804-0488
denny@dennybennett.com

Kathie Bortnem
612-251-7924 • 877-867-7293
kbortnem@milesfranklin.com

Rachel Voss • 312-384-3787
rachel.voss@morningstar.com

Steve Benjamin • 612-359-2554
spb@sitinvest.com
Stonebridge Capital Advisors - Plat Partner
Robert Kincade
800-317-1127 • 651-251-1000
rkincade@stonebridgecap.com

GOLD Partners:


Darren Tutt • 800-880-3072
darrent@afmus.com

Derek Hansen • 952-546-5996
dzh@capgroup.com

Spencer Gerke • 503-726-2059
SGerke@jenseninvestment.com

Matthew Steffens • 651-739-2010
matts@leclairinsurance.com

Nicole Rosandich • 952-278-4790
NRosandich@marketplacehome.com

Matt Murphy • 513-474-8777
mmurphy@Payden-Rygel.com

Michelle Marquez • 651-605-2747
michellem@pcgagencies.com

Greg Supple • 877-215-1330x7274
gsupple@thornburg.com

Brandon Fries • 801-533-0777
brandon@wasatchfunds.com

Yana Morgan • 402-391-1980
ymorgan@weitzfunds.com

SILVER Partners:

American Realty Capital
Scott Gunderson
857-350-9500
sgunderson@rcsecurities.com
Appleseed Fund
Colin Rennich
800-648-6361 colin@appleseedfund.com
Artio Global Investors
Devang Baxi
847-659-9748
devang.baxi@artioglobal.com
Cohen & Steers
Dan Shore
719-221-6384
dshore@cohenandsteers.com
Davis Advisors
Bill Wenzel
800-293-2007 bwenzel@dsaco.com
Diamond Hill Investments
Sean Ryan
312-560-7300 sryan@diamond-hill.com
Fidelity Investments
Bill Rothschild
888-718-7835
bill.rothschild@fmr.com
Invesco
Greg Prokott
612-423-1689
greg.prokott@invesco.com
JP Morgan
Chris Olson
612-802-0502
chris.w.olson@jpmorgan.com
Kaplan Professional Education
St. Thomas CFP Program

Nick Sitzberger • 866-963-8329
nick.sitzberger@kaplan.com
Leuthold Funds
Hilary Van de Streek
612-767-1176
hvandestreek@lwcm.com
Nationwide Financial
Stephen Lee
651-335-6924
lees18@nationwide.com
Newman Long Term Care
Deb Newman
952-888-3777
debn@newmanltc.com
OppenheimerFunds
Tom Sabow
800-479-1828 x30963
tsabow@oppenheimerfunds.com
Parnassus Investments
Vidya Nathu
415-778-2634
vidya.nathu@parnassus.com
Quantitative Advantage
Scott Dorgan
952-944-3206
sdorgan@qaglobal.net
Rainier Investment
Management
Mark Wolff • 800-280-6111
mark.wolff@rainierfunds.com
SEI Investments
West Durham
610-676-4269
wdurham@seic.com
Sunbelt Business Advisors
Chris Jones
651-288-1624
cjones@sunbeltmidwest.com
TD Ameritrade
Carson Booras
312-803-3969
carson.booras@tdameritrade.com
Tradition Mortgage
John Zydowsky
952-252-4664
john@traditionllc.com
U.S. Global Investors
Henry Conkle • 512-921-1635
hconkle@usfunds.com


BRONZE Partners:

Ameriprise Financial Services
Terry Leiendecker
952-857-1439
terrence.p.leiendecker@ampf.com
Federated Securities Corp
Chris Davis
612-209-2838
ctdavis@federatedinv.com
Panoramix for Financial Advisors
www.panoramixfinancial.com
Chris Hastings - 612-599-8549
cjhastings@sapphiresoftware.com
Send Out Cards
Bonnie Stanley
763-208-9119
bonnie@ConnectForLife.biz
William Blair & Company
Ryan Airola
312-533-8243
rairola@williamblair.com


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