Minnetonka, MN

Minnetonka, MN

CAPTRUST’s Minnetonka-based advisors provide advisory services in comprehensive wealth management for Big Four professionals, high-net-worth individuals and retirees, corporate executives, and families.

Talk to an Expert

Address

10650 Red Circle Drive #303
Minnetonka, MN 55343

Contact

Phone: 866.767.8007

Who We Serve

Individuals

Hours

Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–3:30 pm

Additional Info

Retirement Allocation Program (RAP) Login Managed Accounts Login (Black Diamond) WealthView Login (eMoney)

See Nearby Locations

Minneapolis, MN Wayzata, MN

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

CAPTRUST

Minnetonka

Right on Minneapolis’s doorstep, our Minnetonka location specializes in providing an exceptional client experience with an unwavering focus on success. Our centralized model of business means our expert advisors have a vast network of resources available to better create a personalized plan for your continued success. Connect with your local CAPTRUST office today to learn more about how we can further your goals.

Our Team

T. J. Bernard

Senior Associate,
Relationship Manager

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Jack Ecker

Vice President,
Financial Advisor

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Jim Ferrin

Principal

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Jacob Herd

Senior Associate,
Relationship Manager

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Katie Johnson

Vice President,
Financial Advisor

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We view adversity not as a setback but as an opportunity to strengthen our resolve and enhance our capabilities.

Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Wealth Management

Planned Giving Strategies for Individuals

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Market Thoughts: 2024 Election

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Market Update | October 2024

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End-of-Year Tax Planning Tips

Markets & Investing

Third Quarter Investment Strategy | All Eyes on the Fed

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Estate and Legacy Planning (Webinar Recording)

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10 Tips for Estate Planning

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Identifying Your Financial Priorities

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Worth the Weight: Rucking for Strength and Endurance

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A Debut Novel at 70: How Anne Youngson Wrote Her Own Plot Twist