We Understand Your 3M Benefits
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:
- 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
Twin Cities Advisors
Todd Gillingham, CFP®, ChFC®, CLU®, JD
Partner and Wealth Advisor
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...
Gary Tangwall, MBA, ChFC®, CLU®, RICP®
Partner and Wealth Advisor
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...
Leah Swanson
Advisor
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...
Cathy Jenson
Advisor
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...
Gerd Bents
Advisor
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...
Chad Broberg, CFP®, ChFC®, CASL®, FIC, RICP®, CLTC®, BFA™
Partner and Wealth Advisor
Chad graduated with a degree in Math Education from Saint John’s University in Collegeville, MN, in 2000. After teaching middle school math, he became a part of Thrivent in 2001...
Bjorn Nesvold, CLTC™, FIC, RICP®
Partner and Wealth Advisor
Bjorn began his career in the financial services industry in 2007. Over the years he has gained experience in helping individuals, families, and business owners develop a financial strategy based on their own unique goals and values....