Minnesota Team

Email: [email protected]

Office: 218-773-9711 
Direct: 218-773-4719 
Cell: 218-791-6179 
Toll-Free: 877-773-9711 
Fax: 218-773-4710

140 Gateway Drive NE, 
East Grand Forks, MN  56721

In Dan Messelt, clients find a tenured advisor and comprehensive financial planner all in one. With more than 25 years of experience in financial services, he is able to help clients with needs that are as varied as retirement planning, saving for college and insurance protection.

Dan recognizes that planning, preparation, and opportunity converge to create success. He’ll apply those same principles to help you aim to achieve your financial goals.

Email: [email protected]

Office: 218-739-3377
Direct: 218-998-4585
Cell: 701-388-2949
Toll-Free: 888-389-3377
Fax: 218-739-9487

117 S Mill Street,
Fergus Falls, MN  56537

Dustin Morris works with customers to help them address their life goals, teaming with them to help them aim to achieve their financial vision. With many years of experience in the financial services industry, he is dedicated to identifying solutions to help with all of your comprehensive financial planning needs.

Email: [email protected]

Office: 218-843-3656
Toll-Free: 877-884-3656
Fax: 218-843-3658

157 S 2nd Street,
Hallock, MN  56728

Erin is a dedicated financial partner who prides herself on building relationships with the whole family, helping you, your kids, grandkids, parents, and more. Like a family member, she provides personalized advice with your best interests in mind — you and your family’s financial well-being are her top priority.

Email: [email protected]

Office: 218-435-1474
Cell: 218-431-0511
Toll-Free: 877-435-1474
Fax: 218-435-1470

209 Johnson Avenue N,
Fosston, MN  56542

Rather than having limited choices to plan for your financial future, an advisor with a broad range of skills and knowledge can help you develop a versatile plan that can keep pace with life’s changes. Ryan Paulson uses his extensive financial skills to assist you with a variety of options.

Whatever life stage you’re currently in, his range of knowledge and experience will provide you with a broad array of options to pursue your goals.

Email: [email protected]

Office: 218-739-3377
Toll-Free: 888-389-3377
Fax: 218-739-9487

117 S Mill Street,
Fergus Falls, MN  56537

Financial goals can change over time, and Isaac Jordahl uses his financial experience to help you go the distance. Whether with short-term goals to address specific needs or long-term goals such as saving for education or retirement, he helps you plan for financial independence.

Isaac appreciates helping clients develop clarity and options when looking for solutions that fit their unique financial needs. Preparing for your financial future requires experience, a sound plan and a coach to help you towards the finish line. Issac will help you keep the pace, making strides in pursuit of your financial personal best.

Email: [email protected]

Office: 218-435-4174
Cell: 701-866-9878
Toll-Free: 800-214-4986
Fax: 218-435-1470

209 Johnson Ave N
Fosston, MN 56542