4 months ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Back to all locations
Minnetonka, MN
10650 Red Circle Drive #303
Minnetonka,
MN
55343
Phone: 866.767.8007
Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–3:30 pm
Wealth Management
Institutional Retirement
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.
T. J. Bernard
Senior Associate,
Relationship Manager
Jack Ecker
Vice President,
Financial Advisor
Jim Ferrin, CFA
Principal
Jacob Herd, CFP®
Senior Associate,
Relationship Manager
Katie Johnson, CFP®
Vice President,
Financial Advisor
Tad Kastman, CFP®
Senior Vice President,
Financial Advisor
Josiah Larson
Vice President,
Financial Advisor
Kevin Lawson, CFP®, CTFA
Senior Vice President,
Financial Advisor
Kyle Olson, CFP®, ChFC®
Principal
Christian Ray, CFP®, CPWA®
Senior Vice President,
Financial Advisor
Pat Rosvold
Vice President,
Financial Advisor
Dan Westin, CFP®, ChFC®, CASL
Managing Principal
John Wing
Principal
Michael Wulff
Senior Associate,
Relationship Manager
CAPTRUST for Individuals
CLIENT LOGINS BELOW
RETIREMENT ALLOCATION PROGRAM (RAP)
Enroll in our RAP by Register Here
Login to RAP Accounts Here
CAPTRUST MANAGED ACCOUNTS
Not enrolled? Contact us to request access.
Login to CAPTRUST Managed Accounts Here
WEALTH CENTER
Not enrolled? Contact us to request access.
Login to Wealth Center Here
News & Resources
Resources
Announcements
5 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Resources
5 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Resources
7 months ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
