Advanced Skills

  • Wealth Management Strategies
  • Tax-Advantaged Investments
  • Advanced Portfolio Design (stocks, bonds, funds)
  • Business Retirement Plans (401(k)s, Profit Sharing, etc.)
  • Advanced Estate Planning

Professional Credentials

  • Certified Retirement Financial Advisor
  • Chartered Retirement Plans Specialist
  • Minnesota Partnership for Long Term Care Advisor
  • Licensed to buy and sell stocks, bonds and other investments on the U.S. Exchanges (Series 7) and provide financial advice for a fee (Series 66)
  • Licensed in life, health and disability insurance
  • B.S. Degrees in Information Systems & General Management, Minor in Finance, University of Minnesota

Affiliations

  • Grangaard Strategy Advisor
  • Minnesota Benefits Association Representative (Teachers, Public Servants, County and Federal Employees)
  • Retired from the US Army in 1997 after 23 years of service (Gulf War Veteran)

Interviews and News Coverage

Harriet Veenker
Harriet Veenker

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