• Welcome
  • company
    • Our Firm
    • Our Principals
    • Our Advisors
    • Our Support Team
  • services
    • Institutional Consulting & Advisory Services
    • Financial Planning
    • Investment Management
    • Defined Contribution Plan Consulting
  • Client Center
  • information
    • Business Owners
      • Business Continuation: Ten Steps to Success
      • Choosing the Right Retirement Plan for Your Business
      • Designing an Employee Benefits Plan That?s Right for You
      • 529 Plans: Helping Employees Save for Education
    • Investments
      • Assessing Portfolio Risk
      • Investment Performance?Compared to What?
      • Time to Reassess Your Portfolio
      • The Rap on Wrap Accounts
    • Retirement
      • Tips for a Successful 401(k) Plan
      • Entrepreneurship and the New Retiree
      • An Exercise in Retirement Savings
    • Charitable Giving
      • Charitable Giving and Tax Benefits
      • Charitable Planning: Donor Advised Funds vs. Private Foundations
      • Tax Advantages of Charitable Gift Annuities
    • Estate Planning
      • Can a Living Trust Replace Your Will?
      • Estate Planning and Your Family Business
      • Life Insurance and Your Estate: Adding It All Up
    • Personal Finance
      • Shielding Your Finances from Disaster
    • Taxes
      • Making the Most of Low Capital Gains Tax Rates
      • Tips for Steering Clear of the Dreaded AMT
  • research
    • Market Summary
    • Quotes
    • Mutual Funds
    • Industry News
  • contact

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Investors Financial Group LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY.

Plymouth Office
9800 Shelard Parkway, Suite 220
Plymouth, MN 55441
Phone: (763) 525-0001 Fax: (763) 525-1999
Email: michael.masterman@lpl.com 

Minneapolis Office
1300 Godward Street NE, Suite 6250
Minneapolis, MN 55413
Phone: (612) 331-8161 Fax: (612) 331-8164
Email: elizabeth.dehn@lpl.com

Mankato Office
1560 Adams Street 
Mankato, MN 56001
Phone: (507) 388-6262 Fax: (507) 388-6263 
Email:
matt.norland@lpl.com