North Point Financial Planners is an independent wealth management firm offering our clients dedicated advice in comprehensive financial planning and investment management. We offer a custom, team-based approach to meet the changing needs of successful individuals, families, and business owners. At North Point Financial Planners, we have a clear and well-defined process to help you pursue your financial goals.
This time-tested process helps our advisors get to know you and your unique situation, to produce a customized map designed to help persue your goals. Our top priority is helping you pursue your financial goals. Log in to stay up-to-date and informed on your assets so you can make better decisions for your financial life.
This time-tested process helps our advisors get to know you and your unique situation, to produce a customized map designed to help persue your goals. Our top priority is helping you pursue your financial goals. Log in to stay up-to-date and informed on your assets so you can make better decisions for your financial life.
Services
North Point Financial Planners is an independent wealth management firm offering our clients comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through today's complex financial system, offering clarity in order to pursue their financial goals.
For the past fifteen years, Jamie Frigstad has been working directly with clients to navigate into and throughout retirement. Using the latest financial planning techniques, Jamie serves as an independent guide and advocate. He focuses primarily in the areas of retirement planning, asset management and comprehensive financial planning.
Jonathan Haugen has a true passion for helping clients enjoy a stress-free and successful retirement. As a CERTIFIED FINANCIAL PLANNER and Wealth Advisor with over 18 years of experience, he has spent his entire career gaining knowledge and insight into all areas of financial planning with specific experience in retirement income strategies, portfolio management and investment research.
Nicholas Wiedrich has spent his career building upon an early interest in financial planning, specifically investment management and retirement planning. Along with his partners, they have created a team that takes the time to help you understand your financial picture. Nick believes the foundation to any relationship is communication.
Hayley Akre works to facilitate the consistency and coordination of daily workflow in the North Point offices. Her primary areas of focus are business operations, client paperwork, client fund distributions, and advisor support.
Hayley graduated with an M.B.A. from the University of Mary and she currently holds her FINRA Series 7 registration with LPL Financial, and Series 66 registration held with both LPL Financial and Independent Advisor Services.Hayley also holds state life and health insurance licenses. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Hayley graduated with an M.B.A. from the University of Mary and she currently holds her FINRA Series 7 registration with LPL Financial, and Series 66 registration held with both LPL Financial and Independent Advisor Services.Hayley also holds state life and health insurance licenses. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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