Ulland Investment Advisors

Wealth Management Midwest, founded by Dave Purdy in 1988, is dedicated to providing clients with objective financial services and comprehensive support tailored to their unique financial needs. With a strong commitment to client advocacy, the firm aims to simplify complex financial matters while empowering clients to achieve their goals and secure their financial futures. Emphasizing a team-based approach, Wealth Management Midwest prides itself on being proactive problem solvers who foster open communication and build lasting relationships with clients. The firm is also deeply committed to giving back to the community, supporting various local and national organizations to make a positive impact beyond the office. Generated from the website

Oxford Financial Group, Ltd. - MinneapolisAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Minneapolis, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

MidCountry actively engages in its communities to provide high quality, diversified financial services and solutions. A comprehensive scope of banking, cash management, equipment leasing, mortgage, insurance and investment products, tools and services makes us a solid financial ally for both traditional and progressive-minded clients. Member FDIC. Equal Housing Lender.