Broker Check

Getting Started

We welcome the opportunity to connect with you for a "Get Acquainted" consultation to learn more about you and identify how we can be of service to you.  Below are a few steps to help you get started:

  1. Complete Preliminary Financial Profile.
  2. Contact our office to schedule a meeting:

    Mark Stanger

    763-444-7777

    Email

    Schedule A Consultation

    Ryan Marr

    763-444-7730

    Email

    Schedule A Consultation

  3. Review helpful information prior to your appointment:

Do not hesitate to contact us should you have any questions prior to your appointment. Note you will need Adobe software to open and complete the above surveys. Click Here to download Adobe software.