Annual Partners

about our partners

Members of FPA MN 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.

If you would like more information on becoming a Partner, read over our 2023 Partnership Packages. It includes Benefits at a Glance and the Letter of Agreement. For a quick overview of the benefits of partnering with the FPA of Minnesota, view Why partner with FPA MN?.

diamond partner

platinum partners

Affiliated AdvisorsTrisha Qualy
612-279-8207
click to email
CrossCountry MortgageNicole Meeker, NMLS#657392
612-723-2658 (cell)
click to email
EquitableGreg Goin, CFP®, CIMA®, CLU®, CRPC
952-818-5384
click to email
Fairway Independent Mortgage CorporationDominic James DesMarais
952-797-6032
click to email
Jensen Investment ManagementRichard Clark
503-726-2045
click to email
Website
News & Insights
LinkedIn

gold partners

Axos Advisor ServicesRyan Moeller
312-545-3180
click to email
LinkedIn
Compeer FinancialRich Miska
320-258-2973
click to email
LeClair GroupThomas Esselman
651-739-2010
click to email
Schatz Benefit GroupMichela Peterson
612-428-0192
click to email
Facebook | LinkedIN | YouTube
Website
SEM Wealth ManagementJeffrey Hybiak
804-557-2253
click to email

silver partners

DPL Financial Partners
Ross McGoodwin
502-287-0342
click to email
Mairs & Power
Scott D. Howard
651-294-8309
click to email
Why Minnesota Works for Investors
Pacific Funds
Matthew Murphy
513-309-8728
click to email
Website

bronze partners

BestPrep
Sarah Hammel
763-233-6320
click to email
Gateway Bank
Elisa Dabruzzi
651-209-4807
click to email

why partner with FPA MN?

The FPA of Minnesota offers you the opportunity to partner with our association over the course of an entire year rather than by each single event. Details are available in the 2023 Partnership Packages. The Benefits At A Glance explains quickly the differences between the Diamond, Platinum, Gold, Silver and Bronze levels.

Profitable Business Network

The financial professionals you’ll meet through the FPA of MN Chapter can help you build long-term business relationships. FPA of MN has more than 800 financial professionals in Minnesota, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. Members are a highly targeted market for your product or service.

Qualified Business Leads

The Chapter holds monthly member meetings that provide attendees with continuing education credits. Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs.

Quality Marketing Options

The Chapter sends its members and prospects (approximately 3,000 financial professionals) a monthly newsletter that contains information about upcoming meetings, Chapter public relations activities, practice management information, national educational opportunities and more. Members tell us it’s the one periodical they are sure to read, which means that your marketing insert and/or advertisement in FPA of MN News will be noticed and read.

Membership Mailings

The Chapter values its membership list highly and does not sell the mailing list to the general public. Therefore, our members are not flooded with marketing mailings related to their Chapter membership.

ASCEND Conference

In addition, partnering and speaking opportunities are also available at the Annual ASCEND Conference. If interested, complete a Call for Speakers form. Speakers are selected six to twelve months in advance. Full details on ASCEND are available by clicking here.

Contacts for Partnership Opportunities:
Jessica Hawthorne, FPA of Minnesota Executive Director, 763-781-1212
Keith Loveland, 2023 Partnership Director, 952-746-1106