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
gold partners
Matthew Gall402-384-5327
click to email
A "Toolbox" View on Long/Short Equity
For Fixed Income in 2021, A Good Defense is Still the Best Offense
Quality at a Discount Investing: Six Elements of Quality
silver partners
Steve Benjamin
612-359-2554
click to email
9/30/22 Quality Income Fund
9/30/22 U.S. Gov’t Securities Fund
9/30/22 MN Tax-Free Income Fund
October 2022 Investment Outlook & Strategy
Roz Beliveau
612-802-3345
click to email
Company Description
Tools for navigating market volatility
Taking action during uncertain markets
How Vanguard operates during disruptive times
bronze partners
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.
Jessica Hawthorne, FPA of Minnesota Executive Director, 763-781-1212
Keith Loveland, 2023 Partnership Director, 952-746-1106
FPA - Connect
