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 2024
Partnership Prospectus
. 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?.

chapter partners

Affiliated AdvisorsTrisha Qualy
612-279-8207
click to email
Allianz Life Insurance CompanyBrian
Landwer

952-254-0836
click to email
CNLWalker Mays
612-240-3656
click to email
Compeer FinancialRich Miska
320-258-2973
click to email
CrossCountry MortgageNicole Meeker,
NMLS#657392

612-723-2658 (cell)
click to email
Fairway Independent Mortgage CorporationDominic
James DesMarais

952-797-6032
click to email
Fidelity Investments
Kelsea Sullivan
612-450-4460
click to email
First Eagle Funds
Jeff Nymark
612-229-9207
click to email
Gateway Bank
Elisa Dabruzzi
651-209-4807
click to email
IFC National MarketingAaron Niedorf
800-598-5560
click to email
Jensen Investment ManagementRichard
Clark

503-726-2045
click to email
JP Morgan Asset ManagementBill
McNeil

612-308-0483 (cell)
click to email
Website
News & Insights
LinkedIn
LeClair GroupThomas Esselman
651-739-2010
click to email

Scott D. Howard
651-294-8309
click to email

Stephanie Kingslien​
651-659-9800
click to email
SEM Wealth ManagementTim McCain
303-888-4704
click to email

chapter meeting host

First Eagle Investment Management

January

Jeff Nymark
612-229-9207
click to email

partner session host

 Sunbelt Business Advisors

February

Kevin Szozda
612-709-3446
click to email

Allianz Life Insurance Company

May

Brian Landwer
952-254-0836
click to email
Allianz Life Website
RIA website

SEM Wealth Management

September

Tim McCain
303-888-4704
click to email

spring training presenting sponsors

Allianz Life Insurance Company
Brian Landwer
952-254-0836
click to email
Allianz Life Website
RIA website

Fidelity Investments
Kelsea Sullivan
612-450-4460
click to email

de&i activites sponsor

Loveland Consulting
Kieth Loveland
952-746-1106
click to email

why partner with FPA MN?

The FPA of Minnesota offers you the opportunity to partner with our association through several events during
the year supporting the FPA value proposition of P-L-A-N: Practice Support,
Learning, Advocacy and Networking. Our partners are key in
helping to offer engaging content and opportunities to bring together our community. In 2024 we are introducing
some changes to the frequency and type of events while keeping the successful framework of our chapter. Details
are available in the 2024 Partnership Prospectus.

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 650 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 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.

Contact for Partnership Opportunities

Ky Carlson, FPA of Minnesota Sales
Coordinator, 651-288-3727