Wealth for Business > Financial Planning

A comprehensive planning approach.

From simple asset allocation to sophisticated succession 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

Michael Bindas Headshot

Mike Bindas

Director of Wealth Management

O (701) 282-3100

D (701) 356-4222

C (701) 371-2522

Chris Birmingham Headshot

Chris Birmingham

Wealth Manager

O (701) 282-3100

Matt Bowar

Wealth Manager

O (701) 282-3100

Michelle Christensen Headshot

Michelle Christensen

Client Services Associate

O (701) 282-3100

headshot Robin Dubuque

Robin Dubuque

LPL Registered Sales Assistant

O (701) 775-8666

James Fetting Headshot

James Fettig

Wealth Manager

O (701) 250-5126

Breanna Garnder Headshot

Breanna Gardner

MS

Associate Wealth Manager

O (701) 282-3100

C (701) 425-1839

Jon Halstenson Headshot

Jon Halstenson

Wealth Manager

O (701) 282-3100

Tom Halstenson

Wealth Manager

O (701) 282-3100

Morgan Jacobson

Morgan Jacobson

Client Services Associate

O (701) 282-3100

D (701) 356-9677

C (701) 789-1896

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Carnalee Lykken

Client Service Associate

O (701) 282-3100

Patrick McIntryre Headshot

Patrick McIntyre

Wealth Manager

O (701) 282-3100

Nate Natwick Headshot

Nate Natwick

Wealth Manager

O (701) 250-5126

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Anna Novak

Client Services Associate

O (701) 873-4117

D (701) 873-4117

C (701) 870-0288

Dream O'Brien Choice Bank Dickinson

Dream O’Brien

CFP, Series 7 & Series 66 Licensed held with LPL Financial

Wealth Manager

O (701) 456-3390

C (701) 290-5343

Kim O'Brien Headshot

Kim O’Brien

Client Services Associate

O (701) 456-3390

C (701) 330-2426

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Jay Panzer

Wealth Manager

O (701) 738-4330

Jake Preston Headshot

Jake Preston

Ag/Business Banker

O (701) 746-6010

D (701) 356-9692

C (701) 371-6066

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Chris Siverson

Wealth Manager

O (701) 282-3100