Address

701 Carlson Parkway #420
Minnetonka, MN 55305

Contact

Phone: 952.767.8007

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:00 am–4:30 pm

Additional Info

Retirement Allocation Program (RAP) Login Managed Accounts Login (Black Diamond) WealthView Login (eMoney)

See Nearby Locations

Minneapolis, MN St. Paul, MN

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

Minnetonka

Right on Minneapolis’s doorstep, our Minnetonka location specializes in providing an exceptional client experience with an unwavering focus on success. Our centralized model of business means our expert advisors have a vast network of resources available to better create a personalized plan for your continued success. Connect with your local CAPTRUST office today to learn more about how we can further your goals.

Our Team

Jennifer Arps

Director,
Tax and Client Advisor

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T. J. Bernard

Consultant, Relationship Manager

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Jack Ecker

Vice President,
Financial Advisor

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Jim Ferrin

Principal

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Jacob Herd

Consultant | Relationship Manager

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We provide integrated wealth management and investment services for individuals and families of wealth who desire custom, tax-efficient investment portfolios and proactive, client-centered advice.

Jennifer Arps