JNBA Financial Advisors, LLC is a registered investment adviser established in January 2021, succeeding JNBA Financial Advisors, Inc. The firm offers discretionary and/or non-discretionary investment advisory services on a fee-only basis. The annual investment advisory fee is typically between 0.75% and 1.00% of the client's assets under management. Clients may also engage the firm for financial planning and consulting services on a separate fee basis. JNBA provides retirement plan consulting services under ERISA and offers customized family office services to select clients. The firm does not participate in wrap fee programs and had $1,296,023,764 in assets under management as of December 31, 2022. Clients can have the advisory fees deducted from their custodial account and are encouraged to review financial planning issues and account performance regularly. JNBA does not accept performance-based fees, and clients have the option to engage the firm on a discretionary basis. The firm recommends Charles Schwab & Co. Inc. as a broker-dealer/custodian and does not vote client proxies. JNBA does not have any disciplinary actions and maintains policies to prevent the misuse of material non-public information. Clients are provided with written transaction confirmation notices and account statements, and the firm does not solicit fees in advance exceeding $1,200 per client. JNBA does not receive compensation from investment advisors it recommends and does not provide tax, legal, or accounting advice. For further details, clients can contact Kimberlee M. Brown, Chief Compliance Officer.

Redhawk Wealth Advisors, Inc. is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $1,209,486,411 of assets under management and employs about 43 people. Redhawk Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and commissions.

Ttcp Management Services, LLC is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $997,254,602 of assets under management and employs about 20 people. Ttcp Management Services, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Bergankdv Wealth Management, LLC is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $953,354,192 of assets under management and employs about 33 people. Bergankdv Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Systelligence, LLC is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $654,000,000 of assets under management and employs about 4 people. Systelligence, LLC uses a fee structure of and a percentage of assets under your management.

Personal Wealth Partners, LLC is an SEC registered investment adviser established in 2014, with offices in Minnesota, North Dakota, and Wisconsin. The firm offers advisory management services, pension consulting services, and financial planning services. For advisory management, clients' accounts are managed on a discretionary basis based on individual needs and goals. The firm provides asset management, pension consulting, and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Personal Wealth Partners charges annual fees ranging from 0.45% to 1.50% for advisory management services, and fees for pension consulting services are negotiated on a plan-by-plan basis. Financial planning fees range from $750 to $5,000. The firm does not charge performance-based fees and does not engage in principal transactions. Clients have the option to implement financial planning recommendations through the firm or other brokers. The firm does not vote proxies on behalf of clients and does not have custody of client funds, except for accounts with a standing letter of authorization for disbursements. Personal Wealth Partners does not require prepayment of fees exceeding $1,200. The firm's financial condition is sound, with no bankruptcy history or financial commitments that could impact client services.

BGM Wealth Partners, LLC is a financial advisory firm located at 7900 International Drive, Suite 800, Bloomington, MN. The firm's team members hold various financial designations, including Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). These designations require specific educational backgrounds and ongoing continuing education. The firm's advisors, such as Daniel A. Boeckermann, Jon T. Meyer, Katie A. Frazier, Bill M. Friederichs, and Spencer W. Davies, have diverse educational backgrounds and extensive experience in the financial industry. BGM Wealth Partners emphasizes providing personalized financial planning services to clients, with a focus on expertise and educational qualifications. The firm's advisors are subject to written compliance and supervisory procedures to ensure the provision of investment advice. Clients can expect a high level of professionalism and expertise from the team. For more detailed information, clients can refer to the firm's Form ADV brochure or contact Katie Frazier, the Chief Compliance Officer, for any inquiries.

Stevens, Foster Financial Services, Inc. is a Registered Investment Adviser established in 1988, offering integrated financial services to high net worth individuals. The firm specializes in financial planning, tax planning, risk management, portfolio analysis, and wealth management. They emphasize the integration of these services under one roof to maximize and enhance wealth efficiently. Stevens Foster is an independent firm with a focus on executive benefits and incentives, providing comprehensive financial planning services and investment management without bias towards any financial product. The firm manages $536,252,522 in discretionary assets and $660,761,100 in total assets under advisement as of year-end 2024. Regarding fees, financial planning and tax service fees range from $750 to $25,000, while asset-based fees typically range between .30% and 1.00%. Clients may incur additional costs such as brokerage commissions and transaction fees. Stevens Foster does not charge performance-based fees or engage in side-by-side management to avoid conflicts of interest. The firm exercises investment discretion with client approval and provides detailed methods of analysis, investment strategies, and risk factors for client portfolios. Stevens Foster has no reportable disciplinary events and does not participate in client referral programs. Clients receive quarterly performance reports and account statements directly from the custodian. The firm does not vote client security proxies and has no financial commitments impairing its ability to meet client obligations.

Fure Financial Corporation is a financial advisory firm based in Bloomington, Minnesota. It currently has approximately $275,997,269 of assets under management and employs about 11 people. Fure Financial Corporation uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and ongoing consulting fees.