Our advisors

Jill Lawrence, Private Wealth Advisor serving the Litchfield, MN area - Ameriprise Advisors

Jill Lawrence

BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jill Lawrence
Scott Marquardt, Private Wealth Advisor serving the Litchfield, MN area - Ameriprise Advisors

Scott Marquardt

CFP®, APMA®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Marquardt
Steven G Rice, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Steven G Rice

CFP®, BFA

Financial Advisor

Chief Financial Officer of BlueStem Wealth Partners
Learn more about Steven G Rice
Joel McCann, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Joel McCann

CRPC®, APMA®

Financial Advisor

Investment Specialist
Learn more about Joel McCann
Barbara Mahr, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Barbara Mahr

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Barbara Mahr
Jason Dreger, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Jason Dreger

CRPC®, APMA®, BFA

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jason Dreger
John Max, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

John Max

APMA®, BFA

Financial Advisor

Learn more about John Max
Kevin Max, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Kevin Max

ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Kevin Max
Mary Jo Kohman, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Mary Jo Kohman

CFP®, ChFC®, CMFC®, APMA®, BFA

Financial Advisor

Chief Operating Officer of BlueStem Wealth Partners
Learn more about Mary Jo Kohman
Mindy Reid, Private Wealth Advisor serving the Litchfield, MN area - Ameriprise Advisors

Mindy Reid

CFP®, CRPC®, APMA®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mindy Reid
Grant R Germscheid, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Grant R Germscheid

APMA®

Financial Advisor

Learn more about Grant R Germscheid
Stephanie Sutton, Financial Advisor serving the Litchfield, MN area - Ameriprise Advisors

Stephanie Sutton

CFP®

Financial Advisor

Learn more about Stephanie Sutton

Our team

Ross Brouwer, APMA

Ross Brouwer, APMA

Investment Specialist,

Operations Manager

Qualifications

  • Accredited Portfolio Management Advisor
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Business Administration Degree, Finance Emphasis
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James Bruggers, CFP

James Bruggers, CFP

Investment Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Heather Case

Heather Case

Client Service Specialist

Melissa Granlund

Melissa Granlund

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Science in Risk Management and Insurance

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
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Crescent Hoffman

Crescent Hoffman

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Arts in Accounting

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
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Nancy Lange, CRPC<sup>®</sup>

Nancy Lange, CRPC®

Paraplanner

Heather Lease

Heather Lease

Financial Planning Assistant

Kim Smith

Kim Smith

Client Service Manager

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
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Shelby St. Martin

Shelby St. Martin

Financial Planning Assistant

Becky Tuominen

Becky Tuominen

Client Service Specialist

Brandon Westphal

Brandon Westphal

Client Relationship Manager

Qualifications

  • FINRA Series 7 License

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
View more

Lynn Wood

Administrative Assistant

Mike Helland

Mike Helland

Business Development Director,

Marketing Manager
Emily Ferm

Emily Ferm

Administrative Assistant

Angela Schulz

Angela Schulz

Administrative Assistant,

Marketing Specialist