Champlin, MN

Contact Information

Direct Contact Information

Services Offered

Narratives

Why you should do business with me: We are a group of quality, ethical, experienced financial advisors that create intelligent financial plans for individuals, companies, trusts and foundations.
Unfortunatly there are few excellent advisors in the field and the difference between average, and excellent is light years apart.
Once you have had a chance to see just how different we are, YOU will know the answer to that question.
Ideal client relationship: One where the client can sleep at night and is comfortable that what can be done on their behalf is being done, at least from a financial perspective.
Three areas I can really help you with: Portfolio development and management:

Developing effective income plans. The ultimate rate of return on investments is usually most impacted by the timing and taxation of distributions. Creating environments that allow you to control taxes, then proactively manage the process will have a huge impact on your lifestyle in retirement.

Tax reduction: This comes in many forms, reveiw our web site on the types of offensive and defensive tax reduction www.creativewealthstrategies.com
Article: We are dedicated to the maximation of a clients assets, whatever they may be. This is why we adhere so closely to the uniform prudent investor act (UPIA).
We focus on continuing financial education for our advisors and clients and developing best practices within our firm to maintain and enhance the client experience and outcomes.

Professional Credentials Listing

Degree(s) / Years of College: American College of Financial Services
Years of financial services experience: 15
Certifications and designations: ChFC© - Financial Planning
CLU© - Life Insurance
AEP-Accredited Estate Planner
Association memberships: Local FPA
NAEPC-SFSP

Licensing and Compliance

Registered Investment Advisor: No
Investment Advisor Representative: Yes
Active securities licenses: 24 - Commission
6 - Commission
63 - State Laws
66 - Fiduciary
7 - Commission
CRD or IARD number: 2676150
Broker/Dealer: Workman Securities Corporation
Active insurance licenses: Annuity
Disability
Life
Long-Term Care
Insurance license number: 20049960
Disclosure statement(s): R. Brook Hansen and E Rick Adams offer securities and advisory services through Workman Securities Corporation, Inc. (WSC), a Minneapolis based broker dealer, 6500 City West Parkway, Suite 350, Eden Prairie, MN 55344, (952) 541-6094
Select Client Services is not a subsidiary of or controlled by Workman Securities Corporation, Inc.

Minimums and Compensation Arrangement

Minimum fee for engagement: None
Minimum net worth requirement for planning services: Not Applicable
Minimum asset requirement: Not Applicable
Method(s) of compensation
Planning Services: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Investment Service: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Project Service: Fixed fee
Packages Offered: We do not have a mininimum investment requirement nor do we always charge engagement or hourly fees. Our initial factfinding appointments never require a fee.We attempt to match the clients needs with the advisor best suited to fullfill those needs in the most cost effective manner possible. Some clients will benefit from a fee arrangement, others will not.

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: Charitable
College
Estate
Financial
Retirement
Tax
Business Succession
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Strategy development
Tax efficient strategies
Written investment policy