Our Team
He and his wife Peggy enjoy boating, travel and time with their three daughters. Fred is also an avid biker, skier, and outdoor sports enthusiast.
Fred Borstad
Certified Investment Management Analyst
952-222-BOSS
Professional Experience
With over 30 years of experience as a financial advisor, Fred works with business owners, entrepreneurs and professionals in the areas of Comprehensive Financial Planning, Investment and Risk Management, Portfolio Management, as well as Exit + Succession Planning.
“I believe in empowering individuals and businesses to achieve financial success through comprehensive planning and strategic investment management. With over 30 years of experience, my mission is to guide you on the path to financial security and prosperity.
Contact
Connected, Proactive + Accessible® Professional
AREAS OF EXPERIENCE
Exit + Succession Planning
Comprehensive Financial Planning
Investment and Risk Management
Portfolio Management
PROFESSIONAL MEMBERSHIPS
DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial
EDUCATION + CREDENTIALS
CIMA® – Certified Investment Management Analyst®
B.A. – University of Minnesota
