Northwestern Mutual Private Client Group
Jesse Bergland
Wealth Management Advisor
- CFP®
- CLU®
- CAP®
- RICP®
- ChFC®
- CA License: #0K61789
225 South 6th Street, Suite 4500
Minneapolis, MN 55402
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About my practice
I specialize in working with individuals within 20 years of retirement looking to refine their current planning. I do this through a comprehensive planning process that allows clients to stay on track for their highest value goals. Together we build a plan that helps integrates the need to manage the impact of taxes, liquidity needs, and minimizes the risk of worst case scenarios.
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