Wealth Management Services Minnetonka MN

Address

10650 Red Circle Drive #303
Minnetonka, MN 55343

Contact

Phone: 866.767.8007

Who We Serve

Individuals

Hours

Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–3:30 pm

Additional Info

Retirement Allocation Program (RAP) CAPTRUST Managed Accounts Wealth Center

See Nearby Locations

Minneapolis, MN Wayzata, MN

Individuals

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

A couple in a red convertible driving down a country road.

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

T. J. Bernard

Senior Associate,
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

Senior Associate,
Relationship Manager

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Katie Johnson

Vice President,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

Fielding Miller