Best Rated Sponsor
iWealth

ADDRESS: 213 15th Ave NE, Waseca, MN 56093, United States
NUMBER: +1 507-835-9111
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting and Wealth management
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have begun working with Brad and JP at iWealth. Out of the gates we have felt enfolded and truly believe we have found what a true partner looks like. They have been amazing and we could not be more grateful and thrilled to work with such professionalism and regard for us as clients. Solid people with a great culture and a grasp on their clients goals. Bright things for us ahead and for iWealth as well. Highly recommend. – Kirk Ross
REVIEW #2 – Linda and I have been with I Wealth since 2000. From our first meeting with Brad, we were made very comfortable in the management of our money. Brad wasn’t focusing on how much money we had to invest but what were our financial goals going forward. As our accounts were transitioned to be managed by Shawn, this same philosophy continued. Shawn would not only provide advice regarding current resources but also how to set up transfer of wealth for estate planning. Highly recommend iWealth as a financial management team! – Donald Wesseling
REVIEW #3 – Great business to work with. I’ve worked with Brad for 20+ years and always trusted him and his expertise. I started working with JP a few years ago and have found him to be honest and trustworthy and easy to talk with. Living in the South metro (Waseca transplant in 1999). Over the years I have worked with numerous financial advisors with work related financial matters and had plenty of options, but I stayed with iWealth and couldn’t have made a better choice. – Thomas Westphal
REVIEW #4 – I have worked with multiple different financial advisers and financial advising firms, but iWealth is the first one that i can confidently say i trust completely in all areas of my investments and insurance. Brad and all of his staff are incredibly knowledgeable, organized and personable. They handle both my and my employees’ retirement and other investments as well as some insurance, and we could not be happier.! Brad is the first financial adviser that i have worked with that has been able to offer great business advice in addition to investment advice. Brad and his staff are an incredibly valuable resource and I recommend them more highly! – Jordan Smith
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Diane Beckmann – Thrivent
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ADDRESS: 201 2nd St NE, Waseca, MN 56093, United States
NUMBER: +1 507-835-9899
SERVICES: Advisory Services, Investment Advisory Services and Planning Services
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Very knowledgeable and helpful in financial planning for future goals and retirement. Outstanding organization. – Donald H
REVIEW #2 – Diane and Jay are always friendly and so accommodating – Maryann Schlaak
REVIEW #3 – Jaye is Very helpful! – diane ytuarte
Edward Jones – Financial Advisor: Ryan R Gustafson

ADDRESS: 1101 2nd St NE, Waseca, MN 56093, United States
NUMBER: +1 507-835-2400
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Did a fantastic job listening to my needs and helping set a plan that benefited me. Helped me with everything I needed to accomplish. – Dustin Laird
REVIEW #2 – Did a fantastic job listening to my needs and helping set a plan that benefited me – John Zrust
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