Client Access

Advice Driven by Advocacy®

As your advocate, we focus on achieving your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.

JNBA Client Portal

Access your portfolio and interactive reporting features as well as your secure document vault.

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Group 11

529 Plan

View your status toward achieving your educational funding goals.  

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Zoom

For added convenience, access your virtual meeting with a member of our team here. 

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TD Ameritrade

Access a consolidated view all of your TD Ameritrade accounts, review applicable documents, and track your investments.

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Recent Insights

Tax Season Reminders

As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders All TD Ameritrade 1099s should be available online

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Contact us

Minneapolis, MN

8500 Normandale Lake Blvd., Suite 450
Minneapolis, MN 55437
Phone: 952.844.0995

Duluth, MN

324 West Superior St., Suite 200
Duluth, MN 55802
Phone: 218.249.0044

Bonita Springs, FL

Florida Office
Bonita Springs, FL 34134
Phone: 800-675-4793