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We're 3M Benefits Experts

“Retiring from 3M?” Q & A Webinar

“Retiring from 3M?” Q & A Webinar

Join us for an informal Q & A session where you can get answers to questions as you consider making the transition to retirement. Bring your most pressing retirement questions, such as:

  • How do I coordinate my 3M health credits (RMSA/HRA) with Medicare to help cover rising medical costs?
  • Should most 3M pre-retirees choose the monthly pension, or take the lump sum option instead?
  • Can I afford to retire?
  • What should I do with my 3M stock in retirement?
  • What should I do with my 3M 401(k)?
  • What is the best time to start taking Social Security?
Register Here

Landmark Wealth understands 3M and 3M benefits:

  • Most of our Twin Cities clients are from 3M or have a 3M connection
  • We’ve been working with 3M pre-retirees and retirees since 1984
  • We’ve presented hundreds of workshops to 3M pre-retirees and retirees
  • We have an extensive and in-depth working knowledge of 3M benefits
We offer our 3M clients:

We offer our 3M clients:

  • Assistance with identifying your values and goals
  • Periodic financial reviews
  • An outstanding client service experience and long-term relationship
  • A team approach to managing your wealth
  • “Economic and Investment Update” events with industry specialists throughout the year
  • Acting as a fiduciary as established by the SEC when providing financial planning services to you
  • Working relationships with qualified legal and tax professionals
  • Periodic email updates on relevant and timely economic issues

3M Educational Videos

Watch our 3M educational videos below, we are updating the page frequently with new videos on topics relevant to wealth management and 3M. To watch the entire collection of videos, head over to our Youtube channel.

Resources

If you are interested in receiving informational White Papers on the topics listed below, please contact [email protected]

  • Non qualified stock options
  • 3M 401k
  • 3M Pension options
  • Net Unrealized Appreciation (NUA)
  • Health Reimbursement Account (HRA) and Retiree Medical Savings Account (RMSA)
  • In-service withdrawal
  • 3M Roadmap
  • Restricted Stock Units

Minnesota 3M Advisors

Todd Gillingham, CFP®, ChFC®, CLU®, JD

Partner and Wealth Advisor

651-779-9720

[email protected]

Todd Gillingham has more than 30 years of experience advising clients on their investments, retirement planning and estate and charitable giving strategies. You are most likely to see him deep in conversation advising one of his...

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Gary Tangwall, MBA, ChFC®, CLU®, RICP®

Partner and Wealth Advisor

651-779-9720

[email protected]

Gary Tangwall has more than 35 years of experience advising his clients on investments, wealth management strategies, retirement distribution strategies, and estate and charitable planning. Gary enjoys spending time listening to and...

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Tina Swanson

Advisor

651-779-9720

[email protected]

Tina Swanson is a wealth advisor with the Twin Cities group, a certified estate and trust specialist, and is working toward her Certified Financial Planning designation. Tina’s 15+ years of experience in wealth and finance...

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Leah Swanson

Advisor

651-779-9720

[email protected]

Leah Swanson is an advisor in the Twin Cities office. She works closely with clients and is responsible for financial analysis used to plan for short and long-term goals...

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Cathy Jenson

Advisor

651-779-9720

[email protected]

Cathy Jenson is an advisor with the Twin Cities office. She works with our Silicon Valley, Los Angeles and Twin Cities offices focusing on our investment portfolios. Prior to this...

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Gerd Bents

Advisor

651-779-9720

[email protected]

Gerd Bents is a Wealth Advisor in the Twin Cities office joining Landmark in 2020. Gerd has a vast background consulting and coaching businesses, key leaders...

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