Daniel Erdman
(Warren, MN by appointment)
Email: [email protected]
Office: 218-281-3305
Cell: 218-521-0450
Toll-Free: 888-329-3305
Fax: 218-281-6339
304 N Broadway,
Crookston, MN 56716
Life can change quickly and so can your financial goals. Dan Erdman listens to your situation and more importantly, asks the right questions. He researches and provides resources to develop solutions that fit your goals.
Dan knows that steadiness combined with quick, innovative thinking are a strong combination when planning for your financial future, and his focus on customer service continues throughout your journey. He’ll help you adapt your financial strategies through life’s twists and turns.
Dan Messelt
Email: [email protected]
Office: 218-773-9711
Direct: 218-773-4719
Cell: 218-791-6179
Toll-Free: 877-773-9711
Fax: 218-773-4710
140 Gateway Drive NE,
East Grand Forks, MN 56721
In Dan Messelt, clients find a tenured advisor and comprehensive financial planner all in one. With nearly two decades of experience in financial services, he is able to help clients with needs that are as varied as retirement planning, saving for college and insurance protection.
Dan recognizes that planning, preparation and opportunity converge to create success. He’ll apply those same principles to help you aim to achieve your financial goals.
Dustin Morris
Email: [email protected]
Office: 218-739-3377
Direct: 218-998-4585
Cell: 701-388-2949
Toll-Free: 888-389-3377
Fax: 218-739-9487
117 S Mill Street,
Fergus Falls, MN 56537
Dustin Morris works with customers to help them address their life goals, teaming with them to help them aim to achieve their financial vision. With many years of experience in the financial services industry, he is dedicated to identifying solutions to help with all of your comprehensive financial planning needs.
Erin Pollestad
Email: [email protected]
Office: 218-843-3656
Toll-Free: 877-884-3656
Fax: 218-843-3658
157 S 2nd Street,
Hallock, MN 56728
Erin is a dedicated financial partner who prides herself on building relationships with the whole family, helping you, your kids, grandkids, parents, and more. Like a family member, she provides personalized advice with your best interests in mind — you and your family’s financial well-being are her top priority.
Ryan Paulson
(Warren, MN by appointment)
Email: [email protected]
Office: 218-435-1474
Cell: 218-431-0511
Toll-Free: 877-435-1474
Fax: 218-435-1470
209 Johnson Avenue N,
Fosston, MN 56542
Rather than having limited choices to plan for your financial future, an advisor with a broad range of skills and knowledge can help you develop a versatile plan that can keep pace with life’s changes. Ryan Paulson uses his extensive financial skills to assist you with a variety of options.
Whatever life stage you’re currently in, his range of knowledge and experience will provide you with a broad array of options to pursue your goals.
