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.
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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

Michael Bindas Headshot

Mike Bindas

Director of Wealth Management

(701) 282-3100

Chris Birmingham Headshot

Chris Birmingham

Wealth Manager

(701) 282-3100

Matt Bowar Headshot

Matt Bowar

Wealth Manager

(701) 282-3100

James Fetting Headshot

James Fettig

Wealth Manager

(701) 250-5126

Dan Fremling

CLU, ChFC, LUTCF

Wealth Manager

(701) 238-1986

Jon Halstenson Headshot

Jon Halstenson

Wealth Manager

(701) 282-3100

Tom Halstenson Headshot

Tom Halstenson

Wealth Manager

(701) 282-3100

Patrick McIntryre Headshot

Patrick McIntyre

Wealth Manager

(701) 282-3100

Nate Natwick Headshot

Nate Natwick

Wealth Manager

(701) 250-5126

Dream O’Brien

CFP

Wealth Manager

(701) 456-3390

Jay Panzer

Wealth Manager

(701) 738-4330

Chris Siverson

Wealth Manager

(701) 282-3100