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Minneapolis, MN Office

Team
Updated today

Client AUM

$12,042,178,550

Clients

4,778

Advisors

36

Of 92 advisors across 21 offices

Location

225 South Sixth Street, Suite 1400

Minneapolis MN 55402

Advisors at this office

36

Advisors at this office

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Charles B

Series 65

Minneapolis, MN

Northrock Partners, LLC

Charles Benziger is a Series 65 licensed financial advisor with 12 years of industry experience. He has been with NorthRock Partners, LLC since 2025, following seven years at Parkside Advisors LLC and five years at Parkside Capital Advisors, LLC. Based in Minneapolis, MN, Benziger’s background includes roles at multiple advisory firms focused on wealth management. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, and it offers a range of financial planning and personal office services including tax preparation and bill pay.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Todd M

CFP®, Series 66

Minneapolis, MN

Northrock Partners, LLC

Todd Moser is a CFP® professional with 22 years of experience in financial services. He is currently with NorthRock Partners, LLC, where he has worked since 2019, following sixteen years at Ameriprise Financial Services, Inc. He serves as a board member of the Children’s Heart Foundation and acts in various fiduciary capacities. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management along with access to alternative and private-market investments.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher J

CFP®, Series 66

Minneapolis, MN

Northrock Partners, LLC

Christopher Jasper is a CFP® with 22 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Jasper is also an independent insurance broker, maintaining current insurance licensure. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and other entities. The firm emphasizes a tailored, holistic investment approach with broad asset allocation and diversification, offering both discretionary and non-discretionary portfolio management along with personal office services such as tax preparation and bill pay.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas M

CFA®, Series 66

Minneapolis, MN

Northrock Partners, LLC

Thomas McGannon is a CFA® charterholder with 11 years of industry experience. He is currently with Northrock Partners, LLC, where he has worked since 2024. His prior experience includes roles at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. Northrock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation, diversification, and periodic rebalancing, and offers a range of personal office services including financial planning and tax preparation.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lori O

CFA®, Series 63

Minneapolis, MN

Northrock Partners, LLC

Lori O'Connor is a CFA® charterholder with five years of industry experience, currently serving at NorthRock Partners, LLC. She has been with NorthRock and its related entities since 2013 and previously worked at Purshe Kaplan Sterling Investments. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, and private funds. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dylan S

CFP®, Series 66

Minneapolis, MN

Northrock Partners, LLC

Dylan Seubert is a CFP® with 16 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2022. His prior experience includes roles at City National Bank, RBC Capital Markets, and Russell Financial Services. Seubert serves on the board of REACH Counseling, a sexual assault service provider, where he contributes to strategic planning and the finance committee. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and utilizes both discretionary and non-discretionary management, including access to alternative and private-market strategies.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles T

CFP®, Series 66

Minneapolis, MN

Northrock Partners, LLC

Charles Thalheimer is a CFP® professional with 20 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC since 2019. Prior to this, he worked at Ameriprise Financial Services, Inc. for 10 years. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shauna B

CFP®

Minneapolis, MN

Northrock Partners, LLC

Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners and a total of fourteen years in the financial industry. She previously worked at U.S. Bank and UMB Private Wealth Management. Shauna is based in Minneapolis, MN. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing diversification and broad asset allocation, and it offers a range of personal office services including tax preparation and bill pay.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jackson S

CFA®

Minneapolis, MN

Northrock Partners, LLC

Jackson Sattervall is a CFA® charterholder with three years of industry experience. He has been with NorthRock Partners, LLC since 2021 and previously worked at Clifton Larson and Sampair Financial Services. His background also includes four years at the University of St. Thomas. NorthRock Partners is a full-service wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, and it offers a range of financial planning and personal office services.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Elliot R

Series 63, Series 65

Minneapolis, MN

Northrock Partners, LLC

Elliot Risbrudt is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining NorthRock Partners in 2019, he worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as a voting board member of the Risbrudt/Eian Charitable Trust, his family's foundation. NorthRock Partners is a full-service wealth management firm advising individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering services that include financial planning, portfolio management, tax preparation, and bill pay.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason M

Series 66

Minneapolis, MN

Northrock Partners, LLC

Jason Mahn is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at City National Bank, RBC Capital Markets, LLC, and Plexus Corp. Mahn maintains a Wisconsin insurance license for Accident & Health, Life, and Variable contracts. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with offerings that include public market strategies and alternative investments.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Erin B

Series 65

Minneapolis, MN

Northrock Partners, LLC

Erin Berns is a financial advisor with NorthRock Partners, LLC in Minneapolis, MN, holding a Series 65 designation and 11 years of industry experience. He worked at Lifestage Wealth Management Group LLC from 2014 to 2016 before joining NorthRock Partners in 2016. Outside of advising, Berns is co-owner of Suits Coffee, a coffee bean roasting business, and serves on the board of the Alexandria Community College Foundation. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored investment approach focusing on asset allocation, diversification, and periodic rebalancing, offering a range of financial planning and personal office services.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jed M

Series 65

Minneapolis, MN

Northrock Partners, LLC

Jed Magstadt is a financial advisor at Northrock Partners, LLC with 9 years of industry experience. He holds a Series 65 designation and has worked at Northrock Partners since 2017, following a prior role at Pacific Point Advisors, LLC. Magstadt maintains a Minnesota insurance license for Accident & Health, Life, and Variable Contracts. Northrock Partners is a full-service wealth management firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management across public and private market strategies.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan P

Series 63, Series 65

Minneapolis, MN

Northrock Partners, LLC

Ryan Peckskamp is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Modus Advisors, LLC, Somerset Group LLC, and multiple Northwestern Mutual entities. Peckskamp is also a licensed life, accident, and health insurance agent in Minnesota. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing, utilizing both public and private market strategies to meet client objectives.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shawn J

CFP®, ChFC®, Series 63

Minneapolis, MN

Northrock Partners, LLC

Shawn Jacobson is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has worked at NorthRock Partners since 2017 following a long tenure at Legacy Financial Advisors Corporation. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management as well as access to alternative and private-market strategies.

Wealth management Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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