Stacey Bartelson, Financial Advisor located in Eagan, MN

Financial Advisor
Stacey L Bartelson

CFP®, ChFC®, CEPA®
1515 Central Pkwy Suite 110, Eagan, MN 55121opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Reading
  • Volunteering

Team Members

  • Cindy Boike
    Associate Financial Advisor
    CFP®
  • Chansoknea Theng
    Associate Financial Advisor
  • Heidi Pastian
    Sr. Branch Office Administrator
  • Jennifer Suilmann
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(651) 686-0110

Fax

(866) 462-9483

Office Address

1515 Central Pkwy Suite 110
Eagan, MN 55121opens in a new window

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