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Minnetonka, MN

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10650 Red Circle Drive #303
Minnetonka, MN 55343

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Phone: 866.767.8007

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

Wealth Management
Institutional Retirement

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST's Minnetonka-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Advisor

T. J. Bernard

Senior Associate,
Relationship Manager

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Advisor

Jacob Herd, CFP®

Senior Associate,
Relationship Manager

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Advisor

Katie Johnson, CFP®

Vice President,
Financial Advisor

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Advisor

Tad Kastman, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Kevin Lawson, CFP®, CTFA

Senior Vice President,
Financial Advisor

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Advisor

Christian Ray, CFP®, CPWA®

Senior Vice President,
Financial Advisor

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Advisor

Dan Westin, CFP®, ChFC®, CASL

Managing Principal

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Advisor

Michael Wulff

Senior Associate,
Relationship Manager

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CAPTRUST for Individuals

CLIENT LOGINS BELOW

RAP Account

RETIREMENT ALLOCATION PROGRAM (RAP)

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CAPTRUST MANAGED ACCOUNTS

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Wealth Center

WEALTH CENTER

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Minnetonka, MN

10650 Red Circle Drive #303
Minnetonka, MN 55343