Scot Kretzschmar

MBA, FIC, RICP®, CLTC®

Financial Consultant

Financial guidance focused on your goals and values.

State(s) Licensed:   AK, AZ, CO, FL, GA, IA, MI, MN, MO, MS, ND, NM, NV, OH, PA, SD, TX, UT, VA, WA, WI

Phone 952-277-2612
Address

3000 County Rd 42 W Suite 201
Burnsville, MN 55337

Scot Kretzschmar

Financial guidance focused on your goals and values.

State(s) Licensed:   AK, AZ, CO, FL, GA, IA, MI, MN, MO, MS, ND, NM, NV, OH, PA, SD, TX, UT, VA, WA, WI

Connecting Faith and Finances in the South Metro

Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have two offices that are centrally located to help serve people in the south metro area.


As a Financial Consultant my goal is to develop life-long relationships with my clients and their families, staying in regular contact providing account information and updates. I take a holistic approach, advising my clients to make financial decisions based on their personal values and multidimensional goals. I feel that working together to put a financial strategy in place that helps you feel confident your future needs will be covered, is crucial.


I specialize in helping people be more secure in areas of:

  • Retirement income planning
  • Investment management
  • Protecting loved ones against the impact of extended care, death, and disability
  • Charitable giving
  • College planning


If you are interested in learning more, please call or stop by one of my offices listed below.  

MEETING OPTIONS

In Person | Virtual – Zoom | Phone

To schedule a complimentary consultation,

call the appropriate office listed below.

 

Burnsville Office

In-Person

952-277-2612

3000 County Rd. 42, Suite 201, Burnsville, MN 55337

 

Lakeville Office

In-Person

952-277-2612

19950 Dodd Blvd., Suite 102, Lakeville, MN 55044

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Burnsville Office

Phone:
952-277-2612
Mobile:
612-306-3401

Hours

M – F: 9 a.m. – 5 p.m.

Lakeville Office

Phone:
952-277-2612

Hours

M – F: 9 a.m. – 5 p.m.