Bradley Palmersheim

Brad has been working as a financial services professional since 2007. Brad maintained an office in the World Headquarters of General Mills between 2016 – 2020 as the only on-site financial advisor, providing retirement planning and investment services to the employees and retirees of General Mills. His practice centers on financial planning and wealth management for families and small businesses throughout the Twin Cities metro area and in numerous States around the country. Brad focuses on helping clients preserve and grow their assets.

 

Brad attended University of Wisconsin- Stevens Point and graduated with a Bachelor of Science in Business Administration with an emphasis in Finance. Brad also completed a 3-year Retail Banking Management Program that focused on Bank lending, operations, and management.

 

Brad is an Investment Advisor Representative and therefor acts in the capacity of a fiduciary. This means he is obligated to act in your best interest. Brad holds Financial Industry Regulatory Authority (FINRA) licenses: S-6, S-7, S-63

 

Brad is passionate about financial literacy for children and has spent 15 years teaching Junior Achievement in grade schools in Minnesota and Wisconsin, providing lessons in financial literacy, work and career readiness and entrepreneurship.

 

When he is not working, Brad enjoys spending time with his boys (which includes being a Peewee Hockey parent), working out at the YMCA, spending time outdoors at his cabin and reading.