Tony Madsen Email and Phone Number
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As an Advisor, think of the last great conversation you had with a client.I bet it had nothing to do with money. It was about something much deeper.Think of the last conversation you had about finances with your significant other.I bet it had to do with a transaction. I bet the last 10 conversations have been about a transaction.You deserve more. Your significant other deserves more. You both deserve more.That's what we do. We listen. We create space for you to be heard.We empower you to take action. And you will flourish.www.newleaffinancialguidance.comNewLeaf Financial Guidance is a DBA of XYPN Invest, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and notice filed in various states where required. XYPN Invest offers advisory services to clients or prospective clients in jurisdictions where XYPN Invest and its representatives are properly notice-filed, registered, or currently exempt from registration.
Newleaf Financial Guidance
View- Website:
- newleaffinancialguidance.com
- Employees:
- 1
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Founder And OwnerNewleaf Financial Guidance Dec 2015 - Present500 North Lincoln Street, Redwood Falls, Mn 56283NewLeaf Financial Guidance is a fee-only, fiduciary financial planning firm. We work with clients age 30-50 who put a high priority on family, faith, and being good humans.We believe money is a tool and we are to be good stewards of it.Our approach centers around cash flow and a prove-it mentality. We'll prove you have the cash flow to take action before we'll make a recommendation.
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FounderSwitchboard Apr 2022 - PresentRedwood Falls, Minnesota, United StatesFounder of Switchboard - a revolutionary digital banking platform helping advisers develop, illustrate, and automate cash flows for clients. -
Financial AdvisorBiekkola & Associates, An Ameriprise Private Wealth Advisory Practice Feb 2014 - Nov 2015Edina, MinnesotaWorked directly with clients to identify financial needs and create personalized advice to meet their needs. Worked as the financial planning expert within the firm. Responsible for initial analysis and recommendations for all new and high-net-worth clients. Provided advice on advanced financial planning topics such as retirement and education savings, retirement income planning, tax management strategies, and legacy gifting. -
ParaplannerBiekkola & Associates, An Ameriprise Private Wealth Advisory Practice Jun 2013 - Feb 2014Edina, MinnesotaWorked as the financial planning expert within the firm. Responsible for initial analysis and recommendations for all new and high-net-worth clients. Provided advice on advanced financial planning topics such as retirement and education savings, retirement income planning, tax management strategies, and legacy gifting.
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Product Development Manager - Financial Planning And AdviceAmeriprise Financial Services, Inc. Mar 2011 - Jun 2013Greater Minneapolis-St. Paul AreaWorked as a Product Development Manager within the Financial Planning and Advice department. Worked with the company's advisors and internal partners to redefine the financial planning service offering. Created a simplified service offering allowing advisors to better serve their clients.
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Sales Consultant - Financial Planning And AdviceAmeriprise Financial Services, Inc. Jul 2009 - Mar 2011Greater Minneapolis-St. Paul AreaWorked directly with the company's advisors. Provided 1:1 financial planning expertise to the advisor force. Assisted in the analysis of client situations and creation of recommendations. Worked with advisors and their clients from all walks of life and, thus, developed wide-ranging financial planning knowledge.
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Customer Service RepresentativeAmeriprise Financial Services, Inc. May 2007 - Jul 2009Greater Minneapolis-St. Paul AreaWorked with advisors and clients to service their accounts with the company. Assisted in troubleshooting issues that stemmed from taxation, portfolio management, and mutual fund trade operations.
Tony Madsen Education Details
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Business Administration -
Financial Planning Certificate -
Business Administration And Management, General -
Redwood Valley High School
Frequently Asked Questions about Tony Madsen
What company does Tony Madsen work for?
Tony Madsen works for Newleaf Financial Guidance
What is Tony Madsen's role at the current company?
Tony Madsen's current role is Financial guide to financial advisors..
What is Tony Madsen's email address?
Tony Madsen's email address is af****@****ail.com
What is Tony Madsen's direct phone number?
Tony Madsen's direct phone number is +165140*****
What schools did Tony Madsen attend?
Tony Madsen attended Augustana University (Sd), Minnesota State University, Mankato, University Of Minnesota Duluth, Redwood Valley High School.
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