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Jaron K
Series 65
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.
Dean G
Series 65
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Dean Goodwin is a Series 65-registered advisor with The Wealth Group – Austin B. Colby & Associates and has two years of industry experience. He previously worked at 2NDSWING and CREW2, accumulating seven years of experience before joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses customized strategies based on client objectives, risk tolerance, and time horizon, employing techniques such as asset allocation, dollar-cost averaging, and technical analysis.
Grant B
Series 65
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Grant Bennett is a Series 65 credentialed advisor at The Wealth Group – Austin B. Colby & Associates with experience spanning several educational and retail roles. His work history includes positions at Target, Crown College, Maranatha Christian Academy, and Parnassus Preparatory School prior to joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies that include asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.
Jacob F
Series 65
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Jacob Ferrin is a Series 65-licensed financial advisor at The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, with one year of industry experience. Before joining the firm, he worked at Hazeltine National Golf Club for four years and was a full-time student for over a decade. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm tailors advice and portfolios to clients’ objectives using asset-allocation frameworks and various trading techniques, with regular account reviews and third-party aggregation to manage held-away assets.
Paige H
Series 66
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Paige Heltemes is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. She has worked at several firms including Raymond James Financial Services and Paul A Knier, Inc. prior to joining her current team. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies including asset allocation, technical analysis, and managed accounts, reviewing client portfolios at least semi-annually.
Paul B
CFP®, Series 63, Series 65
Tucson, AZ
The Wealth Group Austin B. Colby & Associates
Paul Bennett is a CFP® professional with 28 years of industry experience. He has been with The Wealth Group – Austin B. Colby & Associates since 2021 and previously spent 20 years at Raymond James Financial Services, Inc. Bennett owns Paul M Bennett LTD, an S-Corp used for payroll and expense management. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies across various asset classes and uses both traditional and technology-driven approaches to manage client accounts.
Adam C
Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 credential and 12 years of industry experience. He previously worked at Raymond James Financial Services and has been with his current firm since 2021. Outside of advising, he is also an independent insurance agent. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing various techniques including asset allocation and technical analysis.
Daniel J
CFP®, Series 66
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Daniel Johnson is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates. He has previously worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. In addition to his advisory role, Johnson is a licensed independent insurance agent in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides financial planning, portfolio management, and consulting services to individual and high-net-worth clients. The firm uses tailored investment strategies and employs techniques such as asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.
Michael E
CFP®, Series 63, Series 66
Eden Prairie, MN
The Wealth Group Austin B. Colby & Associates
Michael Earl is a CFP® professional with 16 years of experience in the financial services industry. He is currently with The Wealth Group – Austin B. Colby & Associates, where he has worked since 2021. Prior to this, he was with Raymond James Financial Services Advisors Inc. from 2013 to 2021. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, assisting with oversight of the church’s finances. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm customizes advice and portfolios to client objectives and risk tolerance, utilizing asset allocation, technical analysis, and trading strategies, and employs third-party platforms to manage held-away retirement assets.
Benjamin T
Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Benjamin Thorson is a Series 66 credentialed advisor with seven years of industry experience. He has worked at The Wealth Group – Austin B. Colby & Associates since 2021 and previously held roles at Raymond James Financial Services. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses tailored investment strategies including asset allocation, technical analysis, and both long- and short-term trading, with semi-annual account reviews, and employs third-party technology to manage held-away retirement assets.
Austin C
CFP®, Series 66
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Austin Colby is a CFP® with 23 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked for 20 years at Raymond James Financial Services. He is also an independent insurance agent based in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers tailored advice across a range of asset classes and employs asset-allocation frameworks, technical analysis, and both long- and short-term trading strategies, with accounts reviewed at least semi-annually.
Jamy A
CFP®, Series 65
Franklin, TN
The Wealth Group Austin B. Colby & Associates
Jamy Antoine is a CFP® professional with three years of experience in financial advising at The Wealth Group – Austin B. Colby & Associates. Prior to joining the firm, he worked for Select Health Pain & Regenerative Solutions and the Minnesota Disc Institute. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses asset-allocation frameworks and various trading techniques to tailor advice and portfolios to each client’s objectives, time horizon, and risk tolerance.
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