Nick Asmus
CEO, Berger Financial Group
As CEO of Berger Financial Group, Nick Asmus has grown the firm from one location to nine across five states over the last nine years. Meanwhile, he has been fostering
2025 Notable Wealth Managers
Planning for the future can be overwhelming: Investments, taxes, retirement, and other financial matters call for outlines, goals, and overall vision. That’s what makes these 10 wealth management professionals on our Notable list stand out. As they have built their companies, they have also innovated client strategies, engaged with community, and risen to the top of their fields.
Methodology: The individuals featured did not pay to be included. Their profiles were drawn from nomination materials. This list is not comprehensive; it includes only people who were nominated and accepted after editorial review. To qualify for this list, individuals must have at least five years of experience in their field and have shown the ability to effect change in their roles or areas of practice.
To nominate other best-in-class executives in their fields, click here.
Brian Eder
Co-founder and CEO, Voyage Wealth Architects
As co-founding CEO of Voyage Wealth Architects, Brian Eder has overseen recent expansion with the Minneapolis company, as it has reached a compound annual growth rate of 24.33% on wealth
Curtis James
Owner and president, Bear Market Financial Services
Curtis James got Bear Market Financial Services up and running in 2022, and the Plymouth-based company has since been recognized as a top independent financial firm. Bear Market has an
Becky Krieger
Managing partner and shareholder, Accredited Investors Wealth Management
Managing partner of Accredited Investors Wealth Management, Becky Krieger is “not only the dynamo that propels an industry-leading comprehensive independent wealth management firm,” investment manager Sean Smith says; she also
Emily Malecha
Co-founder and financial planner, Confidere Financial
Emily Malecha started at North Star Resource Group in 2001 as an administrative assistant. Her initiative led to a promotion, and she eventually transitioned to financial advisor. In 2019, she
Sharon Olson
Founder and president, Olson Wealth Group
Sharon Olson has built her four-decade career on a reputation for integrity, strategic insight, innovation, and advocacy for women’s leadership. Olson’s vision led to the Bloomington company’s expansion of its
Mike Rogers
President and founder, 360 Financial
With Mike Rogers at the helm of 360 Financial, the Wayzata company has stood out. Rogers was named one of last year’s Best In-State Wealth Advisors by Forbes, and 360
Tina Rosckes
Senior vice president, Security Bank & Trust Co.
Tina Rosckes has been a dedicated member of Glencoe-based Security Bank & Trust Co. since 1998, playing a critical role in managing foundation accounts, trusts, estates, and IRAs. Her knowledge
Christine Schmidt
Senior managing director, Trust Point Family Office
Christine Schmidt, senior managing director of the Trust Point Family Office, has made a significant impact on the financial industry, says Trust Point CMO Angela Strangman. Over the past eight
Sunil Swami
Chief investment officer, Alerus
At Alerus, Sunil Swami oversees business strategy, operations, and investment decisions. He also leads the investment advisory services team, which is responsible for $4.6 billion in wealth assets. The Minnetonka