CALIFORNIA CONSUMER - Key Persons
Jake graduated from Hastings High School and pursued a study of business at the University of Wisconsin - Eau Claire. As a financial consultant, Jake holds a Series 7, 63 and 65 License. In addition to finance, Jake has a passion...
Jeff Myers has been providing financial advising services for 15 years. Jeff meets regularly with clients to understand their current challenges and goals, then provides ways to dynamically generate extraordinary results. Jeff is passionate about ethics and ensuring he's doing right for each client and their unique circumstance.
Jeff earned his B.S. in Business Administration from Winona State University and has extensive experience in the financial management industry including life insurance and annuity products. Jeff holds a Series 7 and 63 License as a financial consultant.
Hastings, MN is Jeff's hometown, but he has spent the past 20+ years living in Lakeville, MN with his wife and 4 children. Jeff currently serves on the Board of Directors at Trinity Care in Farmington, MN. He also volunteers as a youth group leader at Hosanna! Lutheran Church and coaches several Lakeville South sports teams, including football, basketball, and lacrosse.
A life long resident of Hastings, Jim is an active member of the community as the former president and member of the board for the United Way of Hastings as well as a former member of the Board of Directors for Park Ridge and Augustana Care Center. He also served on the Board of Trustees for Christ's Family Church. Jim is a multi-year winner of the Five Star Wealth Manager Award.* Jim has extensive experience in the financial management industry including life insurance and annuity products. As a financial consultant, Jim holds a Series 7, 63 and 66 License.
*Five Star Professional, a third-party research firm, identified pre-qualified award candidates based on industry data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self-nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list.
1. Credentialed as an investment adviser representative. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional's consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony.
The inclusion of a candidate on the final list should be not construed as an endorsement of the candidate by Five Star or any other organization. The Five Star award is not indicative of the advisor's future investment success and may not be representative of any one client's experience. Further, there is no guarantee that the selected advisor will be awarded this recognition by Five Star in the future. For more information on the Five Star award and the research/selection methodology, go to www.
Kris manages our client relationships at Balanced Wealth Management. She also provides operation support for all the Financial Advisors by opening client accounts, conducting asset transfers, processing distributions from both taxable and retirement accounts and fulfilling cashiering responsibilities.
She lives in Hastings with her husband and children.
Marcia will bring over 30 years of experience working in financial services and financial analysis to Balanced Wealth Management. She received a B.S. degree in education from Mankato State University, and was with Wells Fargo Company for the majority of her career, including 10 years as Community Bank President in Hastings. Her passion is financial education for clients and lifelong learning. Marcia's focus on customer service got the attention of the Wall Street Journal, where she was featured in a front-page article regarding building and managing client expectations. Her background includes private and commercial banking experience, investment management, tax, estate, legacy/generational, financial and insurance planning. Marcia has experience in life insurance and annuity products. As a financial consultant, Marcia holds a Series 7, and 66 License.
Marcia and her husband, Lee have lived in Hastings since 1998 and have three children and three grandchildren.
Marcia will bring over 30 years of experience working in financial services and financial analysis to Biermaier Financial Management. She received a B.S. degree in education from Mankato State University, and was with Wells Fargo...
Steph manages our client relationships at Balanced Wealth Management in our Lakeville Office. She also provides operation support for all the Financial Advisors by opening client accounts, conducting asset transfers, processing...