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Judd Beeskau, CFP®, AIF®

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Judd Beeskau, CFP®, AIF®

Retirement Plan Advisor / Certified Financial Planner

    

LinkedIn

Judd is dedicated to earning life-long relationships with his clients by being an advocate of their success as well as a reliable asset whom they can trust. Judd works with individual clients regardless of their life stage and financial needs. Whether that be insurance, wealth accumulation, capital preservation, or retirement income strategies. With expertise in financial planning he encourages incorporating the planning process to ensure that all aspects of their finances are addressed. This diligence is paramount for understanding each client’s unique situation and priorities. The result is a comprehensive roadmap, that’s in the client’s best interest, to help them achieve their goals.

On the corporate level, Judd focuses a large portion of his practice working with companies on their retirement plans. There are many factors involved in making a 401k Plan a successful one. As an advisor, he works with clients to evaluate group retirement plan options and develop strategic and cost-effective ways to meet their retirement plan objectives. Judd leverages the whole team at Qualified Plan Advisors to ensure his clients receive unbiased Investment Manager Fiduciary Services and a high level of interaction with the participants and plan sponsors.

Judd is involved in multiple associations including The Central Minnesota Manufacturing Association, Tri-State Manufacturing Association, the Society of Human Resource Management (SHRM), and its local chapter TCSHRM (Twin Cities SHRM) where he serves on the board as the VP of Finance.

Judd has been a financial advisor since 2007. He graduated with a B.S. from the University of Wisconsin–La Crosse, majoring in both Economics and Marketing. He holds a FINRA Series 7, 6 and 63 registrations and is Life and Health Licensed in multiple states. Judd is a CERTIFIED FINANCIAL PLANNER™ (CFP®). The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. In addition, he is an Accredited Investment Fiduciary (AIF®). In his free time, Judd enjoys traveling, hiking, biking, fishing, and spending time at the lake with family and friends.

 

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Judd Beeskau, CFP®, AIF®

Judd Beeskau, CFP®, AIF®

Retirement Plan Advisor / Certified Financial Planner

    

LinkedIn

Judd is dedicated to earning life-long relationships with his clients by being an advocate of their success as well as a reliable asset whom they can trust. Judd works with individual clients regardless of their life stage and financial needs. Whether that be insurance, wealth accumulation, capital preservation, or retirement income strategies. With expertise in financial planning he encourages incorporating the planning process to ensure that all aspects of their finances are addressed. This diligence is paramount for understanding each client’s unique situation and priorities. The result is a comprehensive roadmap, that’s in the client’s best interest, to help them achieve their goals.

On the corporate level, Judd focuses a large portion of his practice working with companies on their retirement plans. There are many factors involved in making a 401k Plan a successful one. As an advisor, he works with clients to evaluate group retirement plan options and develop strategic and cost-effective ways to meet their retirement plan objectives. Judd leverages the whole team at Qualified Plan Advisors to ensure his clients receive unbiased Investment Manager Fiduciary Services and a high level of interaction with the participants and plan sponsors.

Judd is involved in multiple associations including The Central Minnesota Manufacturing Association, Tri-State Manufacturing Association, the Society of Human Resource Management (SHRM), and its local chapter TCSHRM (Twin Cities SHRM) where he serves on the board as the VP of Finance.

Judd has been a financial advisor since 2007. He graduated with a B.S. from the University of Wisconsin–La Crosse, majoring in both Economics and Marketing. He holds a FINRA Series 7, 6 and 63 registrations and is Life and Health Licensed in multiple states. Judd is a CERTIFIED FINANCIAL PLANNER™ (CFP®). The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. In addition, he is an Accredited Investment Fiduciary (AIF®). In his free time, Judd enjoys traveling, hiking, biking, fishing, and spending time at the lake with family and friends.

 

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