Prosperwell Financial Financial planner · 4300 Baker Rd
Contact Information
-
Address
4300 Baker Rd, Minnetonka, MN, 55343 -
Phone
(763) 231-9510 -
Website
prosperwell.com
Location
About Prosperwell Financial Financial planner · 4300 Baker Rd
Prosperwell Financial is a wealth management firm in Minnetonka, MN. It holds a rating of 4.80 based on customer reviews. The firm provides personalized wealth management advice to individuals, companies, and those in sports and entertainment. Services include financial retirement planning, college education savings, estate planning, asset management, insurance, divorce planning, and succession planning.
Founded in 2003 by Nicole Middendorf, a Wealth Advisor and Certified Divorce Financial Analyst, the firm serves individuals and executives across the U.S. The process begins with a complimentary initial consultation to discuss dreams, goals, and desires. The team acts as fiduciaries, developing personalized strategies and plans. They provide continuous support, reviewing and updating plans as needed.
The team includes Nicole N. Middendorf, Justin Gandrud, Connor Jones, Nolan Pyrz, David Comstock, Kelly Larson, Briana Wooley, Solmaz Behzadpour, Andrew Mai, and Luis Eicher Lyons. Nicole began her career with Morgan Stanley in Wayzata before forming her own company. The firm uses a mentoring approach to help clients develop a healthy understanding of financial independence.
Prosperwell Financial offers investment support through portfolio reviews, risk analysis, IRA reviews, and asset allocation. Advisors assist with converting IRAs and working with 401K plans. The firm provides personalized financial guidance to help clients live life to the fullest.
The website is maintained by Raymond James, which is not affiliated with or endorsing the site. The firm can be contacted at 763-231-9510. Clients can also view their account online. The firm operates in Minneapolis, MN, as indicated by its website title. Prosperwell Financial helps clients gain confidence in their financial happiness.
Prosperwell Financial is located on Baker Rd in Minnetonka, MN, just steps from Minnesota State Highway 7 and about a mile from Spring Lake.
BizScoreAI gives the business a technical score of 94 out of 100, ensuring the website is secure and readable by search engines. The discoverability score is 75 out of 100, allowing AI crawlers to find every page so the firm can be recommended by AI assistants. BizScoreAI ranks the firm number 3 of 6 Wealth Management businesses it has scored in Minnetonka.
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