Donna Loeffler, Financial Advisor located in Rochester, MN

Financial Advisor
Donna Loeffler

AAMS®, CKA®
275 37th St NE Suite 100, Rochester, MN 55906opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Sustainable Investing
  • Intergenerational Planning
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Running
  • Art & Theater
  • Crocheting/Knitting
  • Outdoor Enthusiast
  • Spending Time with Family

Team Members

  • Laine Phillips
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(507) 282-2319

Fax

(888) 250-5811

Office Address

275 37th St NE Suite 100
Rochester, MN 55906opens in a new window

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