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Fred Borstad Location
Minneapolis, MN, US
Fred Borstad Work
Partner @ (November 2023 - Present)
Certified Exit Planning Advisor and Business Consultant @ (November 2010 - Present)
Managing Partner @ Waterfront Financial Group (October 2010 - November 2023)
Member--Minnesota Board of Directors @ (February 2014 - February 2023)
Secretary, Board of Directors @ (June 2004 - December 2018)
Board of Directors @ (January 1997 - May 2011)
Partner at Waterfront Investment Group of UBS @ (October 1999 - November 2010)
VP-Investments @ (January 1994 - January 1999)
Director @ (September 1988 - June 1993)
Fred Borstad Skills
Asset Allocation
Asset Managment
Business Strategy
Consulting
Estate Planning
Exit Strategies
Financial Advisory
Financial Analysis
Fixed Annuities
Insurance
Investment Management
Investment Strategies
Loans
Mutual Funds
Personal Finance
Portfolio Management
Qualified Retirement Plans
Retirement Plan Consulting
Risk Management
Securities
Series 7
Small Business
Strategic Financial Planning
Wealth
Fred Borstad Summary
Fred Borstad, based in Minneapolis, MN, US, is currently a Partner at DSB Rock Island Wealth Management. Fred Borstad brings experience from previous roles at Business Owner Succession Strategies (BOSS) Group, Waterfront Financial Group, Free Bikes 4 Kidz and Partnership Resources, Inc.. With a robust skill set that includes Asset Allocation, Asset Managment, Business Strategy, Consulting, Estate Planning and more. Fred Borstad has 2 emails and 2 mobile phone numbers on RocketReach.
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