Investment Partners

Financial advisors committed to the belief that charitable giving is an important dimension of client services can now partner with the Central Minnesota Community Foundation through the Investment Partners Program.

The program helps advisors assist clients with their charitable giving goals by connecting their clients with CMCF's charitable giving planning services and knowledge of community needs and local nonprofit organizations. Clients who establish a fund at the Foundation may recommend that CMCF involve their partnering advisor in the management of the fund's assets.

Our Partners

AIS Planning
Jason Hallonquist
Cathy Juilfs
Mike Sipe

Ameriprise Financial
Richard L. Anderson, MBA, ChFC®
Mike Gagnon, CFP®, CFS
Mike Kloubec, CFP®, CRPC®
Kevin Max, ChFC®
Marcus R. Max

Bremer Trust, N.A.

Keith Finstad
Kurt Hunstiger
Jennifer Schwieters
Susan Voeltz

Cornerstone Advisors, LLC
Jim Benson, CRPC®
David M. Lauer, CPA

Edward Jones

Matt Boenish
Troy Molitor
Lynnea Pritchett
Marty D. Radi
Kenneth Schulte

Johnson, Carriar, Kruchten, Anderson and Associates

Barclay G. Carriar
Sandra S. Johnson

KDV Wealth Management

Adam D. Heathcote
Dave Hinnenkamp
Royce N. Nies
Paul Radeke

Kluesner Financial Advisors

Kevin Kluesner

Lake Region Financial Services

Chad Ballandby

Laraway Financial Advisors, Inc.

Steve Laraway
Fred J. Shermock, CFP®

LifeSTAGE Wealth Management
Group, LLC
Loren E. Liesemeyer

Raymond James Financial Services, Inc.

Garth K. Turner
Eric Weiberg, CFP®

RBC Wealth Management

Keith Laudenbach
Jay M. Loch
Brad Wheelock

Schannep Investment Advisors
Robert D. Wright, Jr.

Schluchter Investment Advisors

Doug Holzkamp
Wayne Schluchter
Jeffrey H. Voit, CWS®

Stifel Nicolaus

Linda S. Hanson

UBS Financial Services

Darin Amundson
Jeffrey P. Baumgartner
Cindy Faye Johnson
Mike Karl
Rosemary Windschitl

US Bank Private Client Group

Mark Christianson, CFP®
Brian Fierst
Greg Nelson
Martin Oines
Lori Rebischke

Wealth Enhancement Group

Mark Parrish, CFP®

Wells Fargo Wealth Management Group

Dean Adelman
John Elliot
Jay Gravely, CIMC
Lori Lewandowski
Charles Murray, IV
Julie Nelson
Christina Van Slooten

Contact Us

For more information about the Investment Partners Program, contact Barbara Carlson or Glen Tautges at (320) 253-4380.

Central Minnesota Community Foundation
Alexandria Area Community Foundation l Brainerd Lakes Area Community Foundation l Willmar Area Community Foundation l Minnesota Real Estate Foundation