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
This webpage offers links to companies that have business relationships with North Woods Retirement Services. Once a hyperlink is activated, you will be leaving the North Woods Retirement Services Web site and operating outside of it. Neither North Woods Retirement Services nor Transamerica Financial Advisors (“TFA”) is responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, neither North Woods Retirement Services nor TFA shall be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other Web site, including any consequences arising from your accessing third-party technologies, sites, information and programs made available through the North Woods Retirement Services Web site.