Your Trusted Financial
Planners for Wealth
Management and
Asset Management
Securities and advisory services
offered through LPL Financial, a
registered investment advisor.
Member
FINRA/SIPC.

Investments products and services
currently available to residents of:
Minnesota, Wisconsin and Florida.  
We are licensed to sell insurance
products in the following states of:
Minnesota, Wisconsin and Florida
.
At Stonebrooke Wealth Management Inc., we provide assistance in the following areas:

  • Comprehensive Financial Planning*
  • Wealth Management**
    Investment Services
    Stocks, Bonds, Mutual Funds
    Divorce Planning
    Retirement Planning
    Estate Planning
    College Education Planning
    Personal Trust Services*
    Tax-Advantaged Investing
    U.S. Treasury & Federal Agency Securities
    IRA's (Traditional, Roth, Education, and SEP)
    Corporate and Municipal Bonds
    Cashless Stock Option Exercise
    ETF's, UIT's, Brokered CD's

  • Insurance
    Term, Whole Life and Disability Insurance
    Long Term Care
    Variable Universal Life
    Fixed or Variable Annuities

  • Qualified Plans for Corporations and Small Businesses
    SEP IRA's, SIMPLE IRA's, Profit Sharing, and Single 401(k) plans

  • Other Services
    Independent Research through LPL Financial
    Community Volunteer Opportunities
    Facilitate movement and transfer of assets: We make consolidation of your accounts easy!
    Process transactions and prepare asset allocation
    IRA Distributions: we calculate RMD's for you
    Unlimited reviews to analyze your financial situation
    24 hour online access to your account
    Consolidated statements
    Dedicated office staff to support you
    Budgeting services

*Trust Services are offered through The Private Company N.A, an affiliate of LPL Financial.
Stonebrooke Wealth Management, Inc. | 17850 Kenwood Trail  | Lakeville MN, 55044 |  Phone: (952) 223-6515  | Fax: (952) 223-6516
© 2012 Stonebrooke Wealth Management, Inc. All Rights Reserved.