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Adam W
CFP®, Series 66
Watertown, SD
Northrock Partners, LLC
Adam Walter is a CFP® with six years of experience in financial services. He currently works at NorthRock Partners, LLC and previously held roles at Vantage Financial and Thrivent Financial. Outside of his advisory work, he owns and operates Red Arrow Bowfishing, a bow fishing guide business in South Dakota. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes diversification, asset allocation, and private market strategies, supported by AI tools alongside human oversight.
Keaton D
Series 65
Minneapolis, MN
Northrock Partners, LLC
Keaton Duchow is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN. He holds a Series 65 designation and has been with NorthRock Partners since 2020. Prior to his advisory role, his work experience includes positions in retail and manufacturing sectors. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, while integrating private market allocations and utilizing AI-supported tools for portfolio monitoring.
Rhonda H
CFP®, Series 66
Roseville, CA
Northrock Partners, LLC
Rhonda Hamil is a CFP® professional with six years of industry experience, currently advising at NorthRock Partners, LLC since 2025. Prior to joining NorthRock, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, asset allocation, and periodic rebalancing, incorporating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.
Brandon W
CFP®
Minneapolis, MN
Northrock Partners, LLC
Brandon Wohlrabe is a CFP® professional currently with NorthRock Partners, LLC, based in Minneapolis, MN. He has three years of experience at NorthRock, preceded by two years at Wells Fargo and nine years at Colliers Mortgage. NorthRock Partners provides comprehensive wealth management and advisory services to a range of clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a holistic investment approach focusing on asset allocation, diversification, and the integration of private market investments, supported by both automated tools and human oversight.
Bret G
CFP®, Series 63
Carson City, NV
Northrock Partners, LLC
Bret Glover is a CFP® with 35 years of industry experience, currently serving at NorthRock Partners, LLC since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Bret is also involved in consulting for small business owners through SCB Business Solutions LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.
John W
CFP®
Minneapolis, MN
Northrock Partners, LLC
John Wiitala is a CFP® professional with six years at NorthRock Partners, LLC and two years of industry experience. Prior to joining NorthRock, he spent one year with the Rochester Americans and four years at Ohio State University. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses, using a tailored investment approach that incorporates asset allocation, diversification, and periodic rebalancing. The firm integrates private market allocations and employs AI tools alongside human review to support tax-aware investing and portfolio monitoring.
Peter H
Series 65
Minneapolis, MN
Northrock Partners, LLC
Peter Hoff is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and nine years of industry experience. He has been with NorthRock Partners since 2016. Hoff serves as a director of the Park Region Telephone Cooperative in Underwood, MN. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market allocations where appropriate.
Terry S
CFP®, ChFC®, Series 63, Series 65, Series 66
Roseville, CA
Northrock Partners, LLC
Terry Sherrill is a CFP® and ChFC® with 26 years of industry experience. He is currently with NorthRock Partners, LLC and has previously worked at Ameriprise Financial Services, LLC and Mass Mutual Investors Services. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of independent managers, along with integration of private market allocations and technology-supported portfolio management.
Stephen W
CFP®, ChFC®, Series 63, Series 65
Carson City, NV
Northrock Partners, LLC
Stephen Westlake is a CFP® and ChFC® with 40 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Westlake is involved in several business ventures including ownership of SCB Ventures, which provides management and employee services for a financial planning business, and he serves on the executive board of Keaton's Childhood Cancer Alliance. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI tools alongside human oversight.
Rachel P
Series 63, Series 66
Youngstown, OH
Northrock Partners, LLC
Rachel Pease is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Vantage Financial Partners, Ameriprise, and JPMorgan Chase. Outside of advisory work, she prepares tax returns through Johnson & McGraw Co. LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools to support investment decisions while maintaining human oversight.
Philip N
Series 66
Elm Grove, WI
Northrock Partners, LLC
Philip Nybroten is a financial advisor at NorthRock Partners, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Vantage Financial Partners, The Leaders Group, and Principal Securities. Nybroten also engages in insurance sales through VF Insurance LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, integrating private market allocations and using AI tools to support tax-aware investing and risk assessment.
Steven M
CFP®, Series 63
San Francisco, CA
Northrock Partners, LLC
Steven Minkoff is a CFP® with 37 years of industry experience, currently serving at NorthRock Partners, LLC since 2023. Prior to this, he worked at Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach emphasizing broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing oversight.
Joshua G
Series 63, Series 65
Deer Park, IL
Northrock Partners, LLC
Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.
Cameron R
Series 66
Minneapolis, MN
Northrock Partners, LLC
Cameron Rosenow is a financial advisor at NorthRock Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Curi Wealth Management, SharpVue Capital, Morgan Stanley, and Morgan Keegan & Company. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, and private market allocations, using Independent Managers and AI tools alongside human oversight.
Jack R
CFP®
Minneapolis, MN
Northrock Partners, LLC
Jack Radford is a CFP® professional with nine years at NorthRock Partners, LLC and three years of industry experience. Prior to joining NorthRock Partners, he worked at Wells Fargo and studied at the University of Minnesota - Duluth. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of independent managers, integrating private market allocations and utilizing AI tools alongside human oversight.
Michael F
Series 66
Columbus, OH
Northrock Partners, LLC
Michael Franks is a Series 66 credentialed financial advisor at NorthRock Partners, LLC with 11 years of industry experience. His prior roles include positions at Vantage Financial Partners and Edward Jones. Outside of his advisory work, he serves as a U.S. Army Water Purification Specialist, mentoring and training soldiers in warrior tasks and drills. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach that integrates broad asset allocation, diversification, private market investments, and AI-supported portfolio monitoring.
Brian B
CFP®, Series 66
Minneapolis, MN
Northrock Partners, LLC
Brian Barrett is a CFP® professional with nine years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to joining NorthRock, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He maintains an active Illinois insurance license. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human review.
Abram C
Series 65
Watertown, SD
Northrock Partners, LLC
Abram Collaguazo is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Vantage Financial Partners, LLC, along with teaching roles at South Dakota State University, West High School, North West Junior High School, and Wickham Elementary. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a tailored, holistic investment approach that includes diversified asset allocation, private market investments, and AI-supported portfolio management.
Nathaniel B
Series 63, Series 65
Madison, WI
Northrock Partners, LLC
Nathaniel Brinkman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include long-term tenure at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, Brinkman is involved in providing management consulting and administrative support services to ultra-high-net-worth business owners and their families through his partnership in The Liminal Group, as well as consulting on estate, business, and personal planning. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation and diversification, frequently utilizing independent managers and integrating private market allocations, supported by AI tools alongside human oversight.
Ryan W
ChFC®, Series 66
Minneapolis, MN
Northrock Partners, LLC
Ryan Wirth is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and previously worked for six years at RBC Capital Markets, LLC. He maintains a Wisconsin license for Accident & Health, Life, and Variable Contracts. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and utilizing AI-supported tools for tax-aware investing and portfolio monitoring.
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