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1905 East Wayzata Blvd, Suite 250 Wayzata, MN 55391

Phone:

  • (952) 476-0096

Fax:

  • (952) 476-0378

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Please feel free to contact us with any questions.

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Our Firm

Our Firm

Investor HQ

Investor HQ

Newsletters

  • HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

    This article explains newly implemented and upcoming tariffs and their potential economic impact.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

  • The College Landscape in 2026

    The world of higher education is constantly evolving. Here are some key updates for 2026.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators »

Osaic Wealth Form CRS

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.  Mark Hein, Jonathan Bryant and Jeff Thielen, Registered Representatives.  Advisory services offered through Osaic Wealth Mark Hein, Jonathan Bryant and Jeff Thielen, Representatives. Stonebridge Advisors and Osaic Wealth are separate companies. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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Check the background of this financial professional on FINRA's BrokerCheck