The Team

Steidl, Benzinger, Tatge, Seifert & Engebretson

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Sam M Steidl

Sam M Steidl

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

University of Minnesota, BA, 2004

VISIT MY WEBSITE

Victor J Benzinger

Victor J Benzinger

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

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

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Joshua Tatge

Joshua Tatge

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor's Science, St. Cloud State University, 1998
AR License #6665379

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Cory Seifert

Cory Seifert

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

BS, Finance - University of Minnesota Moorhead, 1998

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Lonnie Benzinger

Lonnie Benzinger

Financial Advisor

More about me...

Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

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Kevin Engebretson

Kevin Engebretson

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

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

Education

Concordia College - Moorhead, BA, 2007

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Our Staff

Nickole Steiner

Nickole Steiner

Client Service Manager

Julie Wierbos

Julie Wierbos

Client Service Manager