Legacy Private Wealth Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Timothy Jon Werner, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Timothy Jon Werner

MBA, CFP®, APMA®

Private Wealth Advisor

President of Legacy Private Wealth Group
Visit Timothy Jon Werner's website
Matthew Kley, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Matthew Kley

CFP®, CRPC®, MBA, CMFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matthew Kley's website
Jason Heath, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jason Heath

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Jason Heath's website
Christopher Roloff, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Christopher Roloff

MBA, CRPC®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Christopher Roloff's website
W Scott Kindrick, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

W Scott Kindrick

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit W Scott Kindrick's website
Barton C Kosen, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Barton C Kosen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Barton C Kosen's website
Leisa Kay Olson, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Leisa Kay Olson

CFP®, APMA®, CRPC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leisa Kay Olson's website
Jacob Stark, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jacob Stark

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jacob Stark's website
Robert Shinar, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Robert Shinar

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert Shinar's website
Bennett Cooper, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Bennett Cooper

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bennett Cooper's website

Team

Melissa Werner

Melissa Werner

Operations Manager

Personal Intro

  • BS University of Minnesota Moorhead, Business
  • Melissa is married to Tim. In her free time, she enjoys spending time with family, boating, gardening, cooking, & reading.
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Folke Baxter

Folke Baxter

Client Service Manager

Personal Intro

  • Attended Lakewood Community College
  • 20 Years working in the financial services field
  • In his free time, Folke enjoys swimming, tennis and spending time with friends and family or spending time at the cabin.
  • He also volunteers each year with the Feed My Starving Children organization.
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Kristine Stamps

Kristine Stamps

Client Service Specialist

April Brady

April Brady

Client Service Specialist

Personal Intro

  • BA Augustana College, Biology & Business Administration-Marketing
  • Four years working in the financial services industry
  • On a personal note, April enjoys spending time with family and friends, Pilates, pickleball, reading, and traveling
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Katy Anderson

Katy Anderson

Financial Planning Specialist

Tiffiney Taylor

Tiffiney Taylor

Financial Planning Assistant