Top 20 Financial Services Companies in Minnetonka

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Below is the list of Top 20 Financial Services Companies in Minnetonka ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Minnetonka

1. Tcf Equipment Finance

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: tcfef.com

Company Founded: 1999

Company Size: 201-500

Company Address: 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States

Tcf Equipment Finance Contact Details

Name Title LinkedIn Phone Email
Joshua Larish Sales Associate - Specialty Markets
John Michel Sales Manager, Golf Segment
Judy Van Osdel Senior Vice President And Senior Attorney
Stephanie Valtinson Account Manager-national Accounts
John Somrock Product Owner
Jim Filiatrault Senior Vice President, Director Of Portfolio Management
Mark Ketchum Vice President - Equipment Management And Titles
Requires/Intent and 99 more Employees
Risk Assessment & Mitigation
Marketing Services
and more

2. Klc Financial, Inc.

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: klcfinancial.com

Company Founded: 1987

Company Size: 11-50

Company Address: 3514 County Road, Minnetonka, Minnesota, United States

Klc Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Allen Glynn Position In Business Development
Randy Petersen Business Development
Marc Keepman President And Chief Executive Officer
Clfp Jena Morgan Vice President Of Operations
Clfp Shannon Smith Chief Credit Officer
Clfp Jared Keepman Equipment Financing Champion
Clfp Kevin Kelly Vice President Of Accounting And Finance
Requires/Intent and 21 more Employees
Automation & Workflow Optimization
Credit Rating & Analysis
and more

3. Meristem Family Wealth

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: meristemmfo.com

Company Size: 11-50

Company Address: 601 Carlson Parkway, Minnetonka, Minnesota, United States

Meristem Family Wealth Contact Details

Name Title LinkedIn Phone Email
Capi John Quinlan Managing Director, Risk Management
Zach Rynders Senior Associate, Client Services
Jimmy Sioris Client Advisor
Anne Novak Lead Client Advisor
Jon Crow Shareholder And Chief Operations Officer And Senior Client Advisor And President, Meristem Trust Company
Jacqueline Fogelberg Client Advisor, Meristem Family Wealth
Jacqueline Fogelberg Client Advisor
Requires/Intent and 19 more Employees
Portfolio Management
Document Management & E-signature Solutions
and more

4. Channel Partners Capital

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: channelpartnerscapital.com

Company Founded: 2009

Company Size: 51-200

Company Address: 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States

Channel Partners Capital Contact Details

Name Title LinkedIn Phone Email
Brad Peterson Chief Executive Officer
Mark Blais Chief Information Officer
Adrian Hebig Chief Operations Officer
Papa Diop Financial Analysis Manager
Eli Sethre Chief Financial Officer
Matt Schneller Renewal Manager
Bryce Hentges Account Manager
Requires/Intent and 29 more Employees
Performance Tracking & KPI Analytics
Risk Management & Compliance
Employee Training & Workforce Development
Fraud Detection & Prevention
Technology Consulting
and more

5. Alerus Mortgage

Industry: Financial Services

Location: Minnetonka, Minnesota

Company Founded: 1995

Company Size: 51-200

Company Address: 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States

Alerus Mortgage Contact Details

Name Title LinkedIn Phone Email
Matt Havel Mortgage Loan Officer Nmls Id# 698638
Michelle Shull Senior Mortgage Originator Nmls 501971
Randi Livon Mortgage Banker
Bob Austin Loan Officer Nmls #400546
Donovan Schumacher Mortgage Sales Manager Red River Valley And Duluth Market
Justin Hoban Mortgage Banker
Tim Oster Mortgage Banker Minneapolis
Requires/Intent and 47 more Employees
Business Strategy & Growth Consulting
Online Advertising & SEO
Securities Trading & Brokerage
and more

6. Pine River Capital Management

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: prcm.com

Company Founded: 2002

Company Size: 51-200

Company Address: 601 Carlson Parkway, Minnetonka, Minnesota, United States

Pine River Capital Management Contact Details

Name Title LinkedIn Phone Email
Jinwei Wu Strategist And Trader
Drew Goldsholl Commercial Real Estate
Randall Brett Managing Director, Chief Technology Officer
Salil Gokhale Vice President
Jordan Berg Fund Accounting Supervisor
Nicholas Nusbaum Partner, Chief Financial Officer And Co-chief Operating Officer
Phil Prince Partner
Requires/Intent and 27 more Employees
Cloud Computing Solutions
Performance Tracking & KPI Analytics
ERP For Financial Institutions
and more

7. Cherry Tree

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: cherrytree.com

Company Founded: 1980

Company Size: 11-50

Company Address: 301 Carlson Parkway, Minnetonka, Minnesota, United States

Cherry Tree Contact Details

Name Title LinkedIn Phone Email
Chad Johnson Managing Director, Partner
Mike Buttry Senior Executive Director
David Latzke Managing Director At Cherry Tree
Thomas Astrup Investment Banking Associate
Denise Engebretson Administrative Marketing Assistant
Merritt Jackley Vice President
Benjamin Huss Senior Associate, Investment Banking
Requires/Intent and 7 more Employees
AI-powered Financial Insights
Fraud Detection & Prevention
Credit Rating & Analysis
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
and more

8. Prosperwell Financial

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: prosperwell.com

Company Size: 1-10

Company Address: 4300 Baker Road, Minnetonka, Minnesota, United States

Prosperwell Financial Contact Details

Name Title LinkedIn Phone Email
Katherine Plotnik Chief Marketing Officer At Prosperwell Financial
Connor Jones Client Services Associate
Claire Renz Executive Assistant
Soukkay Keomysy Wealth Advisor
Requires/Intent and 1 more Employees
Automation & Workflow Optimization
Mobile App Development For Financial Services
AI-powered Financial Insights
Credit Rating & Analysis
Treasury & Cash Flow Management
and more

9. Farnam Street Financial

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: farnamstreet.net

Company Founded: 2000

Company Size: 51-200

Company Address: 240 Pondview Plaza, Minnetonka, Minnesota, United States

Farnam Street Financial Contact Details

Name Title LinkedIn Phone Email
Ryan Kurtz Sales
Jake Rossman Regional Sales Director
Mike Louwerse Regional Sales Director
Dale Olsen Executive Vice President
John Jacques Controller
Rachel Jensen Account Manager
Martha Hartfiel Manager Legal Services
Requires/Intent and 4 more Employees
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
Corporate Finance Strategy
API Integration For FinTech
and more

10. Mill City Credit Union

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: millcitycu.com

Company Founded: 1935

Company Size: 51-200

Company Address: 9999 Wayzata Boulevard, Minnetonka, Minnesota, United States

Mill City Credit Union Contact Details

Name Title LinkedIn Phone Email
Kent Greff President And Chief Executive Officer - Mill City Credit Union
Cassandra Maloney Consumer Lending Manager
Teree Mcclary Branch Manager
Karen Sina Sales And Community Outreach
Shirley Neukom Chief Financial Officer And Senior Vice President
Manuela Keeling Branch Operations Manager
Kathy Dahl Digital Marketing Specialist
Requires/Intent and 19 more Employees
Financial Forecasting & Modeling
Hedge Fund & Private Equity Consulting
and more

11. Marks Group Wealth Management

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: marksgroup.com

Company Size: 11-50

Company Address: 4350 Baker Road, Minnetonka, Minnesota, United States

Marks Group Wealth Management Contact Details

Name Title LinkedIn Phone Email
John Feste President
Nick Slettum Trader
Jeremy Schmidt Director Of Asset Management
Ben Marks President, Chief Investment Officer At Marks Group Wealth Management
Mariann Montagne Senior Investment Analyst And Portfolio Manager
Deb Schaust Client Service Manager
Jeremy Netka Onboarding Specialist
Requires/Intent and 2 more Employees
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
and more

12. Cherry Tree Wealth Management (formerly Adam Smith Advisors)

Industry: Financial Services

Location: Minnetonka, Minnesota

Website: cherrytreewealth.com

Company Size: 11-50

Company Address: 301 Carlson Parkway, Minnetonka, Minnesota, United States

Cherry Tree Wealth Management (formerly Adam Smith Advisors) Contact Details

Name Title LinkedIn Phone Email
Justin Frys Financial Advisor
Chelsea Tufte Investment Advisor
Erin Buchen Paraplanner
Requires/Intent
Investment Advisory
Branding & Public Relations
HR & Talent Acquisition
Loan Origination & Servicing Platforms
Portfolio Management
and more
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Minnetonka Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Joshua Larish Tcf Equipment Finance Sales Associate - Specialty Markets
2 John Michel Tcf Equipment Finance Sales Manager, Golf Segment
3 Judy Van Osdel Tcf Equipment Finance Senior Vice President And Senior Attorney
4 Stephanie Valtinson Tcf Equipment Finance Account Manager-national Accounts
5 John Somrock Tcf Equipment Finance Product Owner
6 Jim Filiatrault Tcf Equipment Finance Senior Vice President, Director Of Portfolio Management
7 Mark Ketchum Tcf Equipment Finance Vice President - Equipment Management And Titles
8 Allen Glynn Klc Financial, Inc. Position In Business Development
9 Randy Petersen Klc Financial, Inc. Business Development
10 Marc Keepman Klc Financial, Inc. President And Chief Executive Officer
11 Clfp Jena Morgan Klc Financial, Inc. Vice President Of Operations
12 Clfp Shannon Smith Klc Financial, Inc. Chief Credit Officer
13 Clfp Jared Keepman Klc Financial, Inc. Equipment Financing Champion
14 Clfp Kevin Kelly Klc Financial, Inc. Vice President Of Accounting And Finance
15 Capi John Quinlan Meristem Family Wealth Managing Director, Risk Management
16 Zach Rynders Meristem Family Wealth Senior Associate, Client Services
17 Jimmy Sioris Meristem Family Wealth Client Advisor
18 Anne Novak Meristem Family Wealth Lead Client Advisor
19 Jon Crow Meristem Family Wealth Shareholder And Chief Operations Officer And Senior Client Advisor And President, Meristem Trust Company
20 Jacqueline Fogelberg Meristem Family Wealth Client Advisor, Meristem Family Wealth
21 Jacqueline Fogelberg Meristem Family Wealth Client Advisor
22 Brad Peterson Channel Partners Capital Chief Executive Officer
23 Mark Blais Channel Partners Capital Chief Information Officer
24 Adrian Hebig Channel Partners Capital Chief Operations Officer
25 Papa Diop Channel Partners Capital Financial Analysis Manager
26 Eli Sethre Channel Partners Capital Chief Financial Officer
27 Matt Schneller Channel Partners Capital Renewal Manager
28 Bryce Hentges Channel Partners Capital Account Manager
29 Matt Havel Alerus Mortgage Mortgage Loan Officer Nmls Id# 698638
30 Michelle Shull Alerus Mortgage Senior Mortgage Originator Nmls 501971
31 Randi Livon Alerus Mortgage Mortgage Banker
32 Bob Austin Alerus Mortgage Loan Officer Nmls #400546
33 Donovan Schumacher Alerus Mortgage Mortgage Sales Manager Red River Valley And Duluth Market
34 Justin Hoban Alerus Mortgage Mortgage Banker
35 Tim Oster Alerus Mortgage Mortgage Banker Minneapolis
36 Jinwei Wu Pine River Capital Management Strategist And Trader
37 Drew Goldsholl Pine River Capital Management Commercial Real Estate
38 Randall Brett Pine River Capital Management Managing Director, Chief Technology Officer
39 Salil Gokhale Pine River Capital Management Vice President
40 Jordan Berg Pine River Capital Management Fund Accounting Supervisor

Financial Services companies in different cities of Minnesota

No. Industry Number of Contacts Download
1 Financial services Companies in Minneapolis 39672
2 Financial services Companies in Eden Prairie 5472
3 Financial services Companies in Saint Paul 3420
4 Financial services Companies in Bloomington 4104
5 Financial services Companies in Edina 10944
6 Financial services Companies in Plymouth 4788
7 Financial services Companies in Eagan 1368
8 Financial services Companies in Golden Valley 684
9 Financial services Companies in Maple Grove 1368
10 Financial services Companies in Burnsville 684
11 Financial services Companies in Duluth 684
12 Financial services Companies in Wayzata 3420
13 Financial services Companies in Chanhassen 684
14 Financial services Companies in Rochester 1368
15 Financial services Companies in Woodbury 684