Wealth for Business > Financial Planning

A comprehensive planning approach.

From simple asset allocation to sophisticated ssuccession planning strategies – We employ a comprehensive planning approach designed to optimize your results. Together, we’ll help build the future of your business.

Our Approach

We start by helping you identify your goals and evaluate where you are relative to those goals. These goals remain the centerpiece of our recommendations and strategies for your success.

We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are.

Succession Planning

Preserve and protect what you’ve worked so hard to build. We’ll help you to prepare for the unexpected and ensure smooth transitions.
Start Planning Today

Portfolio Reviews

Concerned that your business financial plan is overdue for a review or a fresh perspective? We’ll evaluate your portfolio and offer specific recommendations.

Meet with a Wealth Advisor

Wealth Team

Mike Bindas

Director of Wealth Management

(701) 282-3100

Chris Birmingham

Wealth Manager

(701) 282-3100

Matt Bowar

Wealth Manager

(701) 282-3100

James Fettig

Wealth Manager

(701) 250-5126

Dan Fremling

Wealth Manager

(701) 282-3100

Jon Halstenson

Wealth Manager

(701) 356-9700

Tom Halstenson

Wealth Manager

(701) 282-3100

Patrick McIntyre

Wealth Manager

(701) 282-3100

Nate Natwick

Wealth Manager

(701) 250-5126

Dream O’Brien

CFP

Wealth Manager

(701) 456-3390

Jay Panzer

Wealth Manager

(701) 738-4330

Lisa Panzer

Wealth Manager

(701) 738-4330

Mark Schadewald

AAMS

Wealth Manager

(701) 775-8666

Chris Siverson

Wealth Manager

(701) 282-3100

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Securities and Advisory Services offered through LPL Financial, a registered investment advisor, memberFINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Choice Financial and Choice Financial Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Choice Financial Group deposits and are not FDIC insured. These products are not obligations of the Choice Financial Group and are not endorsed, recommended or guaranteed by Choice Financial Group or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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