Broker Check

12445 55th Street North
Suite B
Lake Elmo, MN 55042

Scott Ellingson

(651) 439-7060 ext 1

 

Products & Services

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • Unit Investment Trusts
  • Common Stock
  • Closed End Mutual Funds
  • Exchange Traded Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuities
  • Fixed Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance