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The hustle and bustle of daily life often leaves little time to plan too far into the future. When you partner with us, we’ll create a plan to help work towards your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.

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Individual Wealth Services

When you partner with us, we’ll create a plan to help work towards your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.

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Business Wealth Services

Our goal is to understand our client’s story so we can build a comprehensive financial plan that is centered around what is important to them. Each of our clients has a different story and it’s our job to help make sure all the pieces fit together to form a complete picture.

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Our Philosophy

Our philosophy is simple. We want to provide the best people-first service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.

Communication
Communication is the basis of our client relationships. We listen to your needs, and will give you individualized advice about your accounts. We monitor your portfolio and schedule reviews to inform you of its progress.

Personal Service
We believe you are entitled to the professional and personal advice of a Wealth Partner whose philosophy and style of doing business are compatible with your own.

Recommendations
We commit to making financial recommendations that are consistent with your timeline, financial circumstance, risk tolerance, and on track with your goals.

As your financial advocate, your success is our success.

We partner with you to better position you to pursue your financial goals and aspirations.

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Services

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in building a partnership with our clients and understanding exactly what you need to develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to work towards both short and long-term objectives.

Financial
Planning

How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? We’ll listen to your needs and establish a plan that is right for you.

Retirement
Income Planning

Many retirees are understandably concerned about their income. With our guidance, we’ll develop a plan that’s sustainable and personalized for your specific needs.

Estate
Planning

Thoughtful and intentional estate planning brings comfort to you and your loved ones. We approach the process with knowledge, sensitivity and care.

Portfolio
Reviews

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

Wealth Products

  • Individual Stocks

  • Individual and Corporate Bonds

  • Mutual Funds

  • Exchange Traded Funds (ETFs)

  • Unit Investment Trusts (UIT’s)

  • Separately Managed Accounts

  • Real Estate Investment Trusts (REITs)

  • Fixed and Variable Annuities

  • Life Insurance

  • Long-term Care Insurance

  • 401k and Other Retirement Plans

  • IRA Rollover Services

  • Traditional and Roth IRAs

  • College Education Planning and 529 Accounts

Choice Wealth Team

The most important thing you can do to help secure a financial future that aligns with your goals is to begin planning today. Let us help create a plan customized to meet your goals. Email or call Choice Wealth Advisor today.

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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