Minneapolis, MN South 5th St. Office

Team
Updated today

Client AUM

$24,817,428,426

Clients

115,350

Advisors

2

Of 1,141 advisors across 58 offices

Location

100 South 5th St.

Minneapolis MN 55402

Advisors at this office

2

Advisors at this office

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Alexander S

Series 66

Minneapolis, MN

Goldman Sachs Wealth Services

Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Bernie Z

Series 63, Series 65

Minneapolis, MN

Goldman Sachs Wealth Services

Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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