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

Capital Group | American FundsPete Deavan
952-300-1298 (cell)
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
Jensen Investment ManagementRichard Clark
503-726-2045
click to email
Website
News & Insights
LinkedIn
Minnesota 529 College Savings PlanChris McLeod
952-830-3127
click to email
Ascensus 529 QuickView

gold partners

AdvisorNet FinancialMike Townsend
612-347-7821
click to email
Compeer FinancialRich Miska
320-258-2973
click to email
Cornerstone Private Asset TrustChad Halbur
866-200-6528
click to email
LeClair GroupThomas Esselman
651-739-2010
click to email
Nationwide FinancialErin Oestringer
612-619-5648
click to email
Prudential InvestmentsMichael Visconti, MBA, CFP®
203-814-0398
click to email
Schatz Benefit GroupMichela Peterson
612-428-0192
click to email
Facebook | LinkedIN | YouTube
Website
Thrivent Mutual FundsBlaine Gundershaug, CLU, ChFC
612-965-8320
click to email

silver partners

Allworth Partners
Carson Booras
630-205-0070
click to email
Blue Cross and Blue Shield of Minnesota
Abel Ebane
651-662-2217
click to email
CNL Securities Corp.
Darren Griffiths
612-240-3656
click to email
Cohen and Steers
Andy Humble
773-251-9465
click to email
Columbia Threadneedle Investments
Bryan Halverson
612-747-3126
click to email
DPL Financial Partners
Ross McGoodwin
502-287-0342
click to email
Fidelity Investments
Bill Rothschild
888-718-7835
click to email
First Eagle Funds
Jeff Nymark
612-229-9207
click to email
Hellmuth & Johnson
Earl Cohen
952-460-9242
click to email
Institute for Divorce Financial Analysts
Carol Lee Roberts, CFP®, CDFA®, CeFT®
800-875-1760
click to email
Invesco
Tom Sabow
800-479-1828 x30963
click to email
JP Morgan Asset Management
Bill McNeil
612-308-0483 (cell)
click to email
Parnassus Investments
Kelly Brush
312-520-2524
click to email
RISE
Jordan Harton
713-303-9868
click to email
Saturna Capital
Gus Grefthen
360-774-0489
click to email
SUCCESS Computer Consulting
Brent Morris
763-593-3000
click to email
The Emotional Investor
Jay Mooreland
651-621-5712
click to email
Tradition Mortgage
John Zydowsky
952-252-4664
click to email

bronze partners

Axos Advisor Services
Ryan Moeller
312-545-3180
click to email
BestPrep
Sarah Hammel
763-233-6320
click to email
Foster Klima
Ernest Draper, CFP®, CLU®, ChFC®
612-746-2200
click to email
Gateway Bank
Elisa Dabruzzi
651-209-4807
click to email
LPL Financial
Jason Kuehn
612-790-8115
click to email
Manning & Napier
Darin Thomas
262-308-5111
click to email
Pacific Funds
Matthew Murphy
513-309-8728
click to email
Website
USI Insurance Services
Craig Johnson
612-509-1055
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
Bill Wixon, 2021 Partnership Director, 612-367-8818