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Financial & Estate Planning



Business Retirement Plans

Tax Planning

Insurance and Asset Protection 



Welcome to ProWealth Financial

ProWealth Financial believes that being financially responsible is one of the most important decisions people make throughout their lives. We believe with the right knowledge, clients can work towards:


Being in control of their finances

Having financial confidence

Having the ability to help protect their family from life events


Being debt free

Living within their means

Being good stewards of their finances

Donating money to church, charities, etc.


Accredited Investment Fiduciary AIF®


Registered Financial Consultant





Voya Chairman Circle 2016,  2017, 2018, 2019 & 2020





Million Dollar Round Table, Court of the Table  2016, 2017, 2018 & 2019, 2020


*Awarded to Grant Fossum: Chairman's Circle is the highest level of recognition for Advisors and acknowledges the top three percent of all advisors. Qualifying advisors are determined by amount of credits each year.

Helping Individuals, Families and Businesses get a clear picture of where they financially are today and where they want to be in the future.

Grant Fossum Photo

Grant Fossum

Principal AIF® RFC®
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Gfossum@prowealthfin.com


Grant Fossum , who has earned the Accredited Investment Fiduciary designation, has been in the financial services industry for 13 years. Grant is a Registered Principal that helps over 40 of his advisors with the tools and resources they need to optimize their own practices.  He is an Independent Financial Advisor with ProWealth Financial and an Investment Advisor Representative of Advisors to Cetera Advisor Networks LLC . He believes that each family should have a financial plan that is tailored around their personal family values and goals. This can be done through ProWealth Financial Planning Process of helping clients determine goals, organize information and consolidate their financial lives.

Grant Fossum is honored to have been recognized as a member of the Million Dollar Round Table (MDRT)* Top of the Table This is the highest honor of recognition.  The Premier Association of Financial Professionals ®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. Achieving Court of the Table status places Grant Fossum among the top professionals in the global life insurance and financial services industry. Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards. It recognizes him for demonstrating exceptional professional knowledge, client service and ethical conduct. This membership provides him with exclusive access to Innovative Ideas from the best minds in the profession to generate Inspired Growth for his business and to help clients meet their financial goals.

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.

Grant was a Strategic Partner for the CEO Round-table , which is made up of around 100 CEO's across the Twin Cities area. As a Strategic Partner he was looked to for education and strategic planning for their businesses helping the companies make informed decisions based upon their personal situation.

Personal

Grant lives in Maple Grove with his 4 Children, Noah, Ezra, Roman and Amaya. He played college basketball at Northern Arizona and finished as a captain his senior year at Minnesota State Moorhead. He enjoys coaching youth basketball and a traveling AAU team.


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Bryce Bockin

Director of Client Services
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Bryce Bockin joined ProWealth in 2019 as Director of Client Services, ensuring clients engagements are delivered with the highest level of quality and professionalism. Bryce is supported with the experience and resources of his local office so that he can build long lasting relationships.

Bryce is a graduate of Eden Prairie High School, where he first discovered his passion for investing through two mentorships.  He has a Bachelor of Arts degree in Economics from the University of Minnesota.  He was an intern with Voya Financial Advisors during the two years prior to his graduation.

Outside of work, Bryce in an aspiring soccer referee.  He is currently a State Referee and working toward becoming a National Referee, with the goal of refereeing in the MLS.  He is most proud of his younger sister, April, who played four years of soccer at the University of Minnesota and was named BIG10 Forward of the Year and an All American in 2018.

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Kelly Preese

Executive VP
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kellyp@prowealthfin.com


Kelly has worked in client relations for many years, beginning as an account manager and then later transitioning to more project management-based work.

Every day, Kelly is the clients’ first point-of-contact for any issues, questions or concerns they may have. Oftentimes, we meet clients when they’re in a pretty vulnerable position. However, over time, our advice and guidance eases their fears and alleviates their frustrations, allowing them to genuinely enjoy the experience.

In her free time, you can find her traveling with her husband, Nick and her two children — Anthony & Olivia.

*Not registered with Cetera Advisor Networks LLC


Alec Englander Photo

Alec Englander

Paraplanner
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Alec Englander is ProWealth Financials' Paraplanner. His primary area of focus is on client-advisor relationships, handling all client services and on-boarding of new clients. 

Alec is a graduate of the University of Minnesota with a Bachelors degree in Economics. Outside of the office, Alec enjoys spending time with his family.

*Alec Englander is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Alec is no way related to Cetera Advisor Networks LLC or its registered representatives. 

Kimberly Taylor Photo

Kimberly Taylor

Director Of Business Administration
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Kimberly Taylor is the Director Of Business Administration for ProWealth Financial. Her primary area of focus is on high quality service and operational excellence. She also handles client service and the on-boarding of new clients. Her attention to detail and follow through assures accuracy and efficient processing of client business.

 Outside of the office, she enjoys spending time with her husband, Shane, and her 3 children, Tobin, Faith and Nevaeh.

*Kimberly is a Non-Registered Associated Person with Cetera Advisor Networks LLC.

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Cory Odland

Financial Advisor
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Codland@ProWealthfin.com

Professional Profile

Cory helps clients create their ideal financial life: now, into and through retirement. Whether they want to make a career change, send children to college, enjoy a work-optional lifestyle or prepare for life’s unexpected twists and turns, Cory works closely with his clients to develop a customized strategy to help them pursue their financial goals. 

 Personal

Outside of the office, Cory enjoys spending time with his wife, Amber and his two young boys, Easton and Asher. When he is not with his family, he tries to get out on the golf course as much as possible!

 Contact Cory Odland today: 

101 BROADWAY STREET WEST, SUITE 103

MAPLE GROVE, MN 55369

Telephone 952-334-1138




Eric Mullins Photo

Eric Mullins

Financial Advisor, CFP® CRPC®
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EMullins@ProWealthfin.com

Professional Profile

Eric earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and Chartered Retirement Planning Counselor (CRPC®) designation and has been in the financial services industry for over 10 years. He has been awarded the FIVE STAR WEALTH MANAGER by Five Star Professional as seen in Mpls. St. Paul Magazine and Twin Cities Business magazines five years in a row from 2018-2022*.

He believes that each client has a story. He listens to their goals, values and priorities and works with them to align their finances with what’s most important to them. He takes an educational approach to working with his clients to help them understand their financial life both now and into the future.

 Personal

Eric loves spending time with his family, his wife Crissie, and two kids, Peter and Adalyn. In his free time, he enjoys being outdoors with friends and family, playing softball, or golfing.

 

Contact Eric Mullins today: 

101 BROADWAY STREET WEST, SUITE 103

MAPLE GROVE, MN 55369

TELEPHONE 612-895-7775


*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,004 considered, 630 winners: 2020: 3,606 considered, 589 winners; 2019: 3,504 considered, 671 winners; 2018: 2,622 considered, 591 winners; 2017: 2,304 considered, 836 winners; 2016: 2,083 considered, 854 winners; 2015: 2,673 considered, 825 winners; 2014: 1,931 considered, 844 winners; 2013: 2,151 considered, 863 winners; 2012: 1,256 considered, 624 winners.
Jeffrey Filipek Photo

Jeffrey Filipek

Financial Advisor, CRPC
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JFilipek@ProWealthfin.com

Professional Profile

Jeff Filipek provides practical and sensible solutions using a wide array of comprehensive tools to the many clients he serves.  Jeff began his career in 1988 with Prudential Insurance and quickly became a top producing agent in Life Insurance and Mutual Funds.  He later moved into the marketing of employer sponsored retirement plans before starting his own practice in 1996.

Along with the success of Jeff’s personal practice came increased responsibility from Voya Financial Advisors, Inc.  In 2005 he became a Registered Principal and is responsible for the supervision of many other registered representatives that also operate their own practices.  This responsibility has also provided exposure and increased knowledge of the multiple solutions to the various issues that clients face.

Personal

 

Jeff is an alumnus of Armstrong Senior High School in Plymouth Minnesota.  He also is an alumnus of North Hennepin Community College in Brooklyn Center Minnesota obtaining an Associate of Arts Degree. Jeff also is an alumnus of St. Cloud State University in St. Cloud Minnesota, obtaining a Bachelor of Arts degree in Economics.

 

Jeff is a former professional, college and high school soccer referee.  Jeff has served as the Vice President of the White Bear Soccer Club and also a youth soccer coach for the White Bear Soccer Club.  His leisure time is spent watching his daughter play soccer, playing golf, and fishing in Canada and practicing catch and release on White Bear Lake. Jeff is a proud husband to Anne and father of Meghan.

Contact Jeff Filipek today:

1310 Highway 96 east, suite 90

Whitebear lake, MN 55110

Telephone 651-797-2613



Sue Erickson Photo

Sue Erickson

Financial Advisor
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Sue.Erickson@CeteraWealth.com

Sue Erickson is an experienced and knowledgeable Financial Advisor, ready to work with you and ensure you and your family's financial future. Over the last 32+ years she has been working with clients to help them choose, invest and manage plans. Sue's main goal is to help her clients make well-informed decisions on the investments that are right for them. Sue also emphasizes the need to adjust your plan as your goals and needs change as she always listens to your concerns and treats your financial goals with the same care and interest that she devotes to her own. 

Contact Sue Erickson today:

4900 Highway 169 North

Suite 225

Minneapolis, MN 55428

Phone: 763-557-0195

Theodore Gliske Photo

Theodore Gliske

Financial Advisor
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Ted has been providing his clients with common-sense financial advice since 1971. He helps individuals and businesses in all stages of life. From individuals just starting out to families ready for retirement or estate planning. His experience can help you with what you need to accomplish your goals.

Mobile Phone: 651-208-0824

Email: TGliske@moneygeeks.com


Dusty Tendler Photo

Dusty Tendler

Life Insurance Consultant
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Dusty is Life Insurance Consultant at ProWealth Financial. With over 25 years of business consulting experience, Dusty believes that having health insurance protection is important for everyone.

Dusty is a licensed and trained insurance agent with experience working with individuals, families and small businesses. He works personally with you to identify your unique insurance needs and budget, and then offer you a variety of options that address those needs. There are pros and cons for every type of life insurance plan. Dusty can be a valuable resource to help you determine which policy type is best suited for you and your family’s needs.

During his free time Dusty enjoys cross-fit exercise, watching movies and spending time with his wife and two step-sons.

* Dusty Tendler is not affiliated with Cetera Advisor Networks LLC.


 

Compliance Department Photo

Compliance Department

IT Team Photo

IT Team

Advisory Team Photo

Advisory Team

What to Expect 




1st Meeting Discussion

  • Discuss the high-level aspects of your financial situation.
  • Review important financial documents.
  • Create objectives based on your needs and goals.

2nd Meeting Discussion

  • Review our initial financial plan and recommendations.
  • Discuss timeline and necessary resources to achieve your goals.
  • Decide whether or not to move forward with the relationship.


During these meetings, we will:

1

Offer valuable advice.

Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.

2

Keep your best interests first.

Purely motivated by your own success, our recommendations are solely based upon your unique needs and goals.

3

Offer a second opinion.

Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value.


Contact Us Today

Financial Services


Financial Planning

Our Comprehensive Planning Services

Tax Planning Metro Detroit Horizon Advisers

Tax Strategies* 


*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Asset Management


s

Estate Planning


Risk Management


Income Planning



Business Owners

Our financial services allow business owners to focus on their business,

while we focus on creating a strong foundation for their investments. With customizable plans to meet the needs of businesses both big and small.  

 

  • Financial Planning 

  • Investment Management

  • Succession Planning

  • Tax Planning Strategies*

  • Retirement Plans


* For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.








A GOOD DEFENSE IS THE BEST OFFENSE!


Let ProWealth Financial help you and your family select the appropriate insurance coverage to protect and preserve your wealth. We will help you navigate and analyze your various insurance options.  


  • Wealth Transfer Strategies

  • Life Insurance

  • Legacy Planning

  • Insurance Analysis

  • Long Term Care Insurance

  • Liability Insurance Review

  • Disability Income Insurance


Resources for Advisors

Join ProWealth Financial

Let us help you build and sustain your legacy.

As an Independent Financial Advisor, you have the freedom to decide how you want to build your business. Our Network of Advisors gives you access to leading professionals, tools, and resources to assure the best care of your clients.

Contact us today for your transition package and payout options!



Client Center



Plan for your future with intention. 

From buying a home to planning for retirement, we can help you seize opportunities in every stage of your life with an objective and proactive approach to help maximize your wealth.