I grew up in southern Wisconsin as the oldest of five active children in a small town where my grandfather and father built a successful small business. I've leveraged that entrepreneurial spirit into a successful practice with 20 years of industry experience in helping clients reach their goals. I'm happy to say that my business is so much more than just a job - it's an opportunity for me to fulfill my passion of making a difference in the lives of families and businesses in our community.
I want to understand what's most important to you so that we can use an established process to create a personalized strategy to reach your goals. My branch office administrator, Bridget Morgan, and I want to partner with you throughout your life to keep you on track. Let us worry about your financial matters so you can be stress-free. We work with individuals, families, successful professionals, business owners and people with complex needs.
I came to Edward Jones as I felt they shared my values and vision. In addition to my practice, I've held numerous volunteer positions since 2005. In 2018, I was asked to lead 60 Edward Jones branch office teams in the southwest Twin Cities Metro market.
I attended the University of Minnesota's Carlson School of Business for both my BS and MBA, with an emphasis in finance and strategy. I also hold the AAMS® professional designation.
When not at work, I enjoy spending time with my family and outdoors, especially fishing. Our two boys are extremely active in baseball, basketball, hockey, tennis, golf, Cub Scouts and piano. These activities keep my wife, Kelly, and I constantly on the go, and we wouldn't have it any other way!
I would love the opportunity to invest some time to find out what's most important to you and how I can help you reach your goals and fulfill your hopes and dreams.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Active Lifestyle
- Coaching Sports
- Spending Time with Family
Phone NumberMark Nevermann at (763) 595-7315
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