ABOUT US

Jeff Thoele

Eric Hagen

Maddy Spiker

Marilyn Westmark

Fred Koppelman

Jeffrey D Thoele

Wealth Manager

 

  • Investment Adviser Representative (Series 66)
  • General Securities Representative (Series 7)
  • Insurance Producer - Life, Long-Term care & variable annuity

With more than 35 years experience in the financial services industry, Jeff takes pride in helping retirees continue to flourish throughout their retirement years.

Jeff is blessed with his wife Sandy and their two daughters.  Jeff and Sandy have deep roots here, having lived and worked in the Minneapolis area all of their lives.  Like you, he works hard, believes in strong values and appreciates the simple rewards of a life centered around family & faith.  Jeff has committed his career to his clients, as well as to charitable organizations such as Family Hope Services and Lamplighters Int'l.

My mission is to guide you to help make the right decisions for your financial future.