Bloomington, MN Office

Carin Viertel is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, bespoke family office services, and business consulting engagements, including work with professional athletes.

John Foster is a financial advisor with JNBA Financial Advisors, LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with JNBA Financial Advisors since 2008. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services and business consulting, including work with professional athletes, using a range of investment strategies and ongoing portfolio management.

Lawrence Becker is a financial advisor at JNBA Financial Advisors, LLC with 12 years of industry experience. He has been with JNBA Financial Advisors since 2007. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services including retirement plan consulting, family office services, and business consulting for professional athletes, using a team-based approach and various investment strategies.

Noel Silker is a CFP® professional with 15 years of industry experience, currently serving at JNBA Financial Advisors, LLC since 2020. Prior to that, he worked at Silker & Schmitt LLC and Raymond James Financial Services. JNBA Financial Advisors is a fee-only, SEC-registered adviser managing roughly $2 billion in discretionary assets, serving a range of clients from individuals to family offices. The firm employs a multi-asset approach using equities, fixed income, mutual funds, ETFs, and covered-call strategies, incorporating both fundamental and technical analysis alongside AI-supported processes.

Westyn Bodell is a financial advisor at JNBA Financial Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked at JNBA since 2021. Prior to that, he was with Ameriprise Financial Services, Inc. for three years and also spent two years at the Minneapolis Club. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and some family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a range of strategies and incorporating AI tools alongside human review.

Laura Haupt is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC. Her prior roles include positions at Nepsis Advisor Services, Inc., Facet Wealth, and CliftonLarsonAllen Wealth Advisors. JNBA Financial Advisors is a fee-only, SEC-registered firm that serves individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and non-investment business consulting, employing multi-asset portfolios with a mix of fundamental and technical analysis supplemented by AI tools.

Joshua Justin is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, holding a Series 65 credential with four years of industry experience. He previously worked at Black Line Group for three years and Wipfli LLP for four years. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis in constructing portfolios and offers specialized family office services and business consulting, including work with professional athletes.

John Schlueter is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining JNBA in 2023, he worked at BNY Mellon from 2019 to 2023 and has a background that includes positions outside finance, such as at Ruth's Chris Steakhouse and the University of Central Florida. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension plans, trusts, estates, and family office clients. The firm employs multi-asset portfolio strategies using equities, fixed income, mutual funds, ETFs, covered-call strategies, and incorporates AI tools alongside fundamental and technical analysis.

Elise Huston is a CFP® professional with eight years of experience in financial advising. She has worked at JNBA Financial Advisors, LLC since 2017 and previously spent three years at Flourish Wealth Management. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and charitable organizations. The firm offers team-based family office services and business consulting for select clients such as professional athletes, employing a mix of fundamental and technical analysis across various asset classes.

Bailey Norby is a CFP® and ChFC® affiliated with JNBA Financial Advisors, LLC, with four years of industry experience. Prior to joining JNBA, Bailey worked at The Advocate Group, LLC and Lutz Financial Services, LLC. Outside of finance, Bailey is involved in dog sitting and walking through Rover. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers family office services and business consulting, utilizing a team-based approach and a range of investment strategies.

Corinn Berken is a financial advisor at JNBA Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked in wealth management at Wells Fargo Private Bank for four years. Berken has been with JNBA Financial Advisors since 2017. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services, retirement plan consulting, and business consulting for select clients such as professional athletes, utilizing a range of investment strategies and third-party platforms for portfolio management.

Eva Wilson is a financial advisor at JNBA Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Encompass Wealth Advisors and Panoramic Financial Solutions, both affiliated with Ameriprise Financial, and has experience in healthcare and fitness sectors. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, and charitable organizations. The firm offers specialized family office services and business consulting, using a team-based approach and a variety of investment strategies.

Marie Williams is a financial advisor at JNBA Financial Advisors, LLC in Bloomington, MN, with 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. JNBA Financial Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers retirement plan consulting, family office services, and business consulting engagements, including work with professional athletes.

Brendan Doherty is a financial advisor at JNBA Financial Advisors, LLC with one year of industry experience. He previously worked at Merus Global Investments for five years and Winthrop Wealth Management for two years. JNBA Financial Advisors is a fee-only, SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, and family office clients. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting, using multi-asset portfolios with equities, fixed income, mutual funds, ETFs, and covered-call strategies, supplemented by fundamental and technical analysis and AI tools.

Haley Frecon is a CFP® with four years of industry experience, currently serving as a financial advisor at JNBA Financial Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, LLC and has experience in both academic and fitness settings. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers specialized family office services and business consulting engagements, with investment strategies that include equities, fixed income, mutual funds, ETFs, and covered calls.