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Tim Fugleberg

Tim Fugleberg

APMA®, CRPC®

Financial Advisor

TruStone Wealth Management
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Charitable Giving

Interests

My three boys Joey, Oliver, and Theo keep my wife Laura and I very busy. We enjoy their energy and curiosity and often find ourselves exploring the trails and gravel pits at our home west of Roseau. We love spending time at Lake of the Woods and have a cabin at Buffalo Point.

I enjoy watching and helping with sports. Joey and Oliver are both wrestlers, and I volunteer coach with the youth team. I enjoy watching NFL football despite being a Vikings fan. I was also roped into a fantasy football league in 2019 with mostly high school friends and was league champ in 2021!

Community participation

I am active in my church (Rose Free Lutheran in Roseau, MN) and have been a member of the Church Council since 2013.

I care deeply about being involved in my community. I was elected to the Roseau School Board in November 2018. I also serve on the Roseau Convention and Visitors Bureau Board.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 licensed
  • Series 66 licensed
  • Accident and Health, Life and Annuity, Variable Life and Annuity Licensed MN.

Education

  • BS, Social Studies Education - Northwestern College, St. Paul MN, 2009
  • Diploma in General Bible, Association Free Lutheran Bible School, Plymouth, MN 2007

Previous experience

  • Roseau High School - Social Studies, 2012 - 2015
  • East Central High School - Social Studies, 2011 - 2012
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