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Securus Wealth Management, Llc
- 3340 Annapolis Ln N Ste B
- Minneapolis, Minnesota
- 55447-5373
- Phone: 763.231.7880
- Website
Description
Jim Goodland leads a team of ten dedicated, experienced, and knowledgeable specialists who strive to provide exceptional and personal service to make a difference in the lives of our clients. You may not have the time, desire, or expertise to properly plan and manage certain financial aspects of your life. We take your investment in your future seriously. We listen closely to your values and needs, help you define your goals, and work closely with you to create a personalized solution best suited to your unique situation. As dreams, desires, and family demands change, we expect your financial goals and plan to change. We continually monitor your financial progress and revise your portfolio as needed, while guiding you and explaining each step in a way that is easy to understand. You will see the value in working with us to determine, pursue, and achieve your financial goals.
Kristen joined Securus in 2008, bringing with her six years of experience in the financial services industry. She provides a modern and creative approach to the firm’s overall value. Her management, industry, and customer service experience enables her to multi-task with a precise work ethic allowing her to effectively manage the firm’s daily activities and public reputation. She is a member of the Financial Planning Association ® and holds the MN life, accident and health insurance licenses.
Leading Providers are determined by Goldline Research. Goldline Research strives to provide objective research on professional service companies. Goldline Research does not provide a ranking of companies and their listing should not be construed as a “Top 10? list. Goldline Research’s evaluation of wealth managers is not based upon investment performance or client interviews. Fewer than 20% of the wealth managers in a given region typically qualify to be included on a list. Although Goldline Research confirms that at the time of initial publication of this listing that this company meets the general criteria, no promise is made that they will continue to do so, or that a particular service provider is appropriate for your individual circumstance.
Securus Wealth Management, LLC (Securus) is an independent financial services and registered investment advisory firm focused on helping our clients determine, pursue, and achieve their financial goals. Our unique philosophy, featuring foundational and cutting edge strategies, helps you develop a plan for your financial future that is designed to thrive throughout your lifetime.