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Brian T

Series 63, Series 65, Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Brian Thorkelson is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes roles at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The multi-team firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party investment managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
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Cassity W

Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Cassity Wingenbach is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. Wingenbach has previously worked at Eide Bailly Advisors and United Planners' Financial Services among other firms. Outside of advising, Wingenbach served for 16 years at Bismarck Gymnastics Academy. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with a focus on asset allocation and diversification, managing approximately $5 billion in client assets.

Income planning Business sale tax planning Founder/Business Owner Executive
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Wendy F

Series 65

Minneapolis, MN

Prosperity - An EisnerAmper Company

Wendy Frame is a Series 65-licensed financial advisor with one year of experience, currently with Prosperity - An EisnerAmper Company. She previously worked at Eisner Advisory Group LLC and spent 26 years at Lurie LLP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification using third-party managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
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Vincent R

Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Vincent Ruud is a financial advisor at Prosperity - An EisnerAmper Company based in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has worked at Prosperity and DAI Securities since 2023, following a three-year tenure at Ameriprise. Prosperity serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation, diversification, and utilizing third-party managers and technology platforms to support its offerings.

Income planning Business sale tax planning Founder/Business Owner Executive
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Nathan A

CFP®, Series 63, Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Nathan Ahlberg is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at DAI Securities, LLC, Lurie Wealth Advisors, Advisornet Wealth Management, U.S. Bank, and Accredited Investors, Inc. Ahlberg is also a licensed independent insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification and often employs third-party independent managers and model portfolios in managing roughly $5 billion in client assets.

Income planning Business sale tax planning Founder/Business Owner Executive
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Andrew K

Series 65, Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Andrew Kuhl is a financial advisor at Prosperity - An EisnerAmper Company with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including Lurie Wealth Advisors, LPL Financial, Summit Investment Advisory Services, and Ernst & Young. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
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Michele M

ChFC®, Series 63, Series 65

Minneapolis, MN

Prosperity - An EisnerAmper Company

Michele Martin is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. She currently serves as President of Prosperity - An EisnerAmper Company and has held roles at multiple wealth management firms since 2014. Martin is a board member at St. John's University, where she participates in institutional oversight. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach focused on asset allocation and diversification, managing approximately $5 billion in client assets and utilizing third-party independent managers and technology platforms to support its services.

Income planning Business sale tax planning Founder/Business Owner Executive
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