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
Minnesota 3M 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...
Tina Swanson
Advisor
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...
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...