The Team

Russ Runck & Associates
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Russell Runck

Russell Runck

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, University of Minnesota 1985, Master of Education, University of Minnesota 1994
CA Insurance #4002035

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Kelly Rach

Kelly Rach

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BS Bachelor of Science, Finance, Minnesota State University, Mankato 2008

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Our Staff

Stacy Rolf

Stacy Rolf

Paraplanner

Amy Rettig

Amy Rettig

Administrative Assistant

Mandy Woltjer

Mandy Woltjer

Administrative Assistant