The Team

Steidl, Benzinger, Tatge, Seifert & Engebretson

Our Advisors

Victor J Benzinger

Victor J Benzinger

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

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

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Sam M Steidl

Sam M Steidl

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

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

Education

University of Minnesota, BA, 2004

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Cory Seifert

Cory Seifert

Financial Advisor

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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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Joshua Tatge

Joshua Tatge

Financial Advisor

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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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Lonnie Benzinger

Lonnie Benzinger

Financial Advisor

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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

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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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Thomas Steidl

Thomas Steidl

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

University of Minnesota, BA, 2008

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Our Staff

Lacey Baumann

Lacey Baumann

Paraplanner

Practice Manager
Jeremy Symanietz, CRPC<sup>®</sup>

Jeremy Symanietz, CRPC®

Paraplanner

Chartered Retirement Planning Counselor℠