With more than two decades of wealth management experience, Conrad applies his vast knowledge of investments and insurance products to help our clients make the most of their financial lives. When supporting clients, he focuses on preserving their assets and lifestyle while strategically pursuing their most important goals.
Our focus is to build and earn a long-term productive relationship with each client. We pursue innovation in technologies, products, and services that add value to our customers and select and develop highly skilled office support staff to provide superior ongoing services.
As a partner in Retirement Advisory Group and an Investment Advisor Representative of LPL Financial, Conrad is committed to understanding clients as the unique individuals they are, providing guidance that reflects their specific needs and priorities. He combines experienced, analytical perspectives with deep caring to support clients through every life and wealth stage.
Conrad grew up in Excelsior, MN with his brothers, Terry and Rodney, and their five other siblings. In his free time, he enjoys reading, cycling, and history. One of Conrad’s main passions is writing, and he has co-authored a book about an American cycling legend. He currently lives in Chanhassen, MN.
FINRA Securities Registrations
- Series 7: General Securities Representative, Held with LPL Financial
- Series 24: Securities Principal Exam, Held with LPL Financial
- Series 63: Uniform Securities Agent State Law Exam, Held with LPL Financial
- Series 65: Uniform Investment Advisor Law Exam, Held with LPL Financial
Insurance Licenses
- Life
- Health
- Variable Annuity
To service a broad range of clientele from across the nation, Terry and his team are registered in multiple states.