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305 South 4th Street, Grand Forks, ND 58201-4708

701-314-1166
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Big enough to get results, small enough to care


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Financial Planning and Investment Management for Business Owners who LOVE to Hunt and Fish

Mike Elsberry

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Communication is the key to understanding

Eric Carlson

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CERTIFIED FINANCIAL PLANNER<sup>TM</sup>

CERTIFIED FINANCIAL PLANNERTM

Our financial advisors will work closely with you to develop a strategy that helps give you financial confidence.  

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Communication

Communication

Our firm is focused on our relationship with our clients through all market cycles.

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Fiduciary&#160;

Fiduciary 

A person or organization that acts on behalf of another person, putting their client's interests ahead of their own, carrying requirements both legally and ethically to act on the other's best interest.

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We are an independent firm, allowing us to act solely for the benefit of our clients with the flexibility to deliver cost effective solutions.

We are an independent firm, allowing us to act solely for the benefit of our clients with the flexibility to deliver cost effective solutions.

Our team will work with you to review your financial history and your future goals. We will create a custom plan to get you started and will guide you every step of the way. 

We help our clients plan for and execute on their financial goals and objectives through all stages of life.

We help our clients plan for and execute on their financial goals and objectives through all stages of life.

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy designed to meet all of your needs. 

Michael Elsberry

Michael T. Elsberry, CFP®, CRPC®

Certified Financial Plannerâ„¢ practitioner, Business Owner

701-314-1166

Eric Carlson

Eric R. Carlson, MBA

Financial Advisor

701-314-1166

Jerrilyn Walstad

Jerrilyn D. Walstad, CRPC®

Branch Operations Manager

701-314-1166

Amy Nygaard

Amy Nygaard

Client Service Associate

701-314-1166

Jamie Blodgett

Jamie Blodgett

Investment Assistant

(701) 314-1166

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

 

Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities nor any of its representatives may give legal or tax advice.

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