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

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

Partner and Wealth Advisor

2023 Five Star Professional Wealth Manager Award - 6 Time Recipient

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 advising his many clients, but he is just as happy presenting wealth management concepts to a crowd of 3M pre-retirees or speaking about estate and charitable giving strategies to community or church groups. Community service is important to Gary and in recent years he has given back by serving on the board of regents for Augsburg University and as a board member of the White Bear Lake YMCA and the Magnuson Christian School. In his free time you might find Gary mountain climbing, downhill skiing or attending a Minnesota Gophers game, but he is happiest spending time at home with his wife of 33 years and their two sons. Gary has a B.A. in accounting and economics from Augsburg University, an MBA in business management from the University of St. Thomas, and a Certificate in Advanced Retirement Concepts through the Wharton School of the University of Pennsylvania, one of the country’s premier business schools.

He is licensed to do business in AZ, CA, CO, FL, IL, IN, MN, ND, NV, OH, SD and WI. 

See for Five Star Wealth Manager award criteria

The FIVE STAR Professional ranking was released in 2023 for the time period of 2022-2023. Neither the Firm nor its representatives paid a fee to participate in the survey (or paid a fee to participate).