Interlock Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Interlock Wealth Management
Team photo for Interlock Wealth Management

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Advisors

Advisor photo for Arlen Stern

Arlen Stern

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Arlen Stern's website
Advisor photo for Daniel Grassman

Daniel Grassman

CFP®, CRPC, AAMS®

Associate Manager

Managing Director
Visit Daniel Grassman's website


Team

Pamala K. Cross

Pamala K. Cross

Registered Client Service Associate

Qualifications

  • Series 7

  • Series 63

  • MN Life

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