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Our financial advice team


Jamie Grupe

Jamie Grupe

CFP®, APMA®

Financial Advisor

Vallis Advisors
23
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 10 reviews

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

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Family Finances

Interests

Jamie and his wife Carolyn live in Hudson and enjoy playing weekly cards, golfing and spending time at their cabin on Balsam Lake with family.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Community participation

Jamie has a personal focus on charitable giving and serves on two non-profit Boards of Directors: Youth Action Hudson and Phoenix Residence Group.