Who We Are

Doug and Steven are a father and son team with more than 45 years of combined experience in the wealth management and financial planning industry. Their goal is to continue working with their clients for decades to come.

 

Douglas A Helget , CLU®, ChFC®

Wealth Management Advisor

Office 507-625-9400


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Steven Michael Helget , CFP®, RICP®

Wealth Management Advisor

Office 507-625-9400


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Correna M Nordlund

Director of Insurance

Office 507-625-9400


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Cheryl M Reynolds

Office Manager

Office 507-625-9400


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Max J Rotchadl , RICP®

Director of Investment Management

Office 507-625-9400


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Hayden Maxwell Zeigler

Investment Operations

Office 507-625-9400


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