Financial Advisors

For questions, service issues, or to schedule an appointment at a location near you, please contact the Financial Planning Service Center at 1-800-288-3425, x8429 or send an e-mail to:

*The e-mail addresses above should not be used to transmit confidential information such as account numbers, account information, or to initiate trade orders.

Financial Advisor
Phone & E-Mail*
MN Insurance Lic. #

Chris Anderson, CFP®

E-Mail Chris*


Bryan Kramer, CFP®

E-Mail Bryan*


Brad Melsa, CFP®

E-Mail Brad*


Bill Nelson, CFP®, AIF®

E-Mail Bill*


Dan Petersen

E-Mail Dan*


Brad Schroeder, CFP®

E-Mail Brad*


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The financial advisors of Think Financial Planning offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Think Mutual Bank is not a registered broker-dealer or Registered Investment Adviser. Think Mutual Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered by CES Insurance Agency, Think Insurance, or Think Financial Planning. Think Financial Planning is headquartered at 5200 Members Pkwy NW, Rochester, MN 55901. Check the background of this firm on FINRA's BrokerCheck.

This information is provided for new customers who live or work in Minnesota, and for existing customers residing in the states of AR, AZ, CA, CO, FL, IL, IN, IA, KS, KY, MD, MI, MN, MO, NM, NV, NY, ND, NC, OH, PA, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services.

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