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 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.