Fred Borstad, Cima®, Cepa® Email and Phone Number
Fred Borstad, Cima®, Cepa® work email
- Valid
Fred Borstad, Cima®, Cepa® personal email
Fred Borstad (CIMA, CEPA, AIF) is a partner at DSB Rock Island Wealth Management. Prior to this, he was the founder of Waterfront Financial Group, which joined forces with DSBRIWM in 2023. With over 30 years of experience as a financial advisor, Fred works with business owners, entrepreneurs and professionals in the areas of Comprehensive Financial Planning, Investment and Risk Management, Portfolio Management, as well as Exit and Succession Planning. "Guiding business owners, entrepreneurs, and professionals toward financial success for over three decades, I'm dedicated to crafting personalized solutions that stand the test of time."Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
Dsb Rock Island Wealth Management
View-
PartnerDsb Rock Island Wealth Management Nov 2023 - PresentPlymouth, Minnesota, UsIn 2023, Waterfront Financial Group merged with DSB Rock Island Wealth Management. This business transition has allowed me to focus on client advisory services through BOSS and DSB Rock Island Wealth Management.At DSB Rock Island Wealth Management, we serve with the understanding that every client deserves a customized financial plan for their vision, values and goals. Our niche is building the right plan, one client at a time. Securities offered through LPL Financial, Member FINRA (finra.org)/SIPC (sipc.org). Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and LPL are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Third party posts found on this profile do not reflect the view of LPL Financial or Great Valley Advisor Group and have not been reviewed by LPL Financial or Great Valley Advisor Group as to accuracy or completeness.For a list of states in which DSB Rock Island Wealth Management is registered to do business, please visit our website at www.dsb-rockisland.com/wealth-management-and-planning/.
-
Certified Exit Planning Advisor And Business ConsultantBusiness Owner Succession Strategies (Boss) Group Nov 2010 - Presentwww.BusinessOwnerSuccessionStrategies.com -
Managing PartnerWaterfront Financial Group Oct 2010 - Nov 2023
-
Member--Minnesota Board Of DirectorsFree Bikes 4 Kidz Feb 2014 - Feb 2023Plymouth, Minnesota, UsThe Mission: Free Bikes 4 Kidz is a non-profit organization geared toward helping all kids ride into a happier, healthier childhood by providing bikes to those most in need.The Dream: 1,000,000 bikes given away nationally, and a national footprint of 25 affiliates. -
Secretary, Board Of DirectorsPartnership Resources, Inc. Jun 2004 - Dec 2018Minneapolis, Minnesota, UsPartnership Resources creates partnerships between people with disabilities and the community. Through their arts program they also provides income opportunities to those individuals who are not able or have not entered the work force.www.partnershipresources.org -
Board Of DirectorsAlpha Tau Omega Foundation 1997 - May 2011Indianapolis, Indiana, Us -
Partner At Waterfront Investment Group Of UbsUbs Financial Services Oct 1999 - Nov 2010Zurich, Ch -
Vp-InvestmentsPiper Jaffray 1994 - 1999Minneapolis, Mn, Us -
DirectorLakeshirts Sep 1988 - Jun 1993Detroit Lakes, Mn, Us
Fred Borstad, Cima®, Cepa® Skills
Fred Borstad, Cima®, Cepa® Education Details
-
University Of MinnesotaPolitical Science And Psychology -
The University Of Chicago Booth School Of BusinessCertified Investment Management Analyst
Frequently Asked Questions about Fred Borstad, Cima®, Cepa®
What company does Fred Borstad, Cima®, Cepa® work for?
Fred Borstad, Cima®, Cepa® works for Dsb Rock Island Wealth Management
What is Fred Borstad, Cima®, Cepa®'s role at the current company?
Fred Borstad, Cima®, Cepa®'s current role is CIMA® at DSB Rock Island Wealth Management & CEPA® Business Owner Succession Strategies (BOSS).
What is Fred Borstad, Cima®, Cepa®'s email address?
Fred Borstad, Cima®, Cepa®'s email address is ce****@****oup.com
What schools did Fred Borstad, Cima®, Cepa® attend?
Fred Borstad, Cima®, Cepa® attended University Of Minnesota, The University Of Chicago Booth School Of Business.
What skills is Fred Borstad, Cima®, Cepa® known for?
Fred Borstad, Cima®, Cepa® has skills like Estate Planning, Financial Advisory, Consulting, Fixed Annuities, Insurance, Portfolio Management, Exit Strategies, Asset Allocation, Retirement Plan Consulting, Asset Managment, Mutual Funds, Strategic Financial Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial