Katie Newgard, Financial Advisor located in Plymouth, MN

Financial Advisor
Katie Newgard

10100 6th Ave N Ste 120, Plymouth, MN 55441opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Real Estate and Construction
  • Corporate Executives

Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Skiing
  • Music

Team Members

  • Amanda Ortegon
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(763) 272-5369

Fax

(877) 479-7099

Office Address

10100 6th Ave N Ste 120
Plymouth, MN 55441opens in a new window

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