Who We Are
Dedicated to Your Financial Dreams
At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals. Our team of experienced advisors provides personalized, holistic financial planning that aligns with your unique vision of financial independence.
Meet Your Wealth Advisors
Meet Your Team
Our Approach
Holistic & Personalized Financial Planning
Comprehensive Planning
We consider every aspect of your financial life, integrating investment, retirement, tax, and estate planning into one strategy.
Personalized Service
Our plans are tailored to address your unique needs and goals, keeping your dreams at the core of everything.
Experienced Advisors
Our team of seasoned professionals brings a wealth of knowledge to guide you through your financial journey.
Transparent Process
We prioritize clear communication and transparency, making sure you understand every aspect of your financial plan.
Client-Centered Approach
Your dreams and goals are at the heart of everything we do, driving us to provide the best possible service and outcomes.
Join iWealth As A Financial Advisor
Tools & Support for Your career
Join the iWealth team and leverage our comprehensive support to advance your career. Access tailored financial planning tools, stay informed with industry insights, and enhance your skills with our educational programs. Benefit from our robust marketing support to grow your client base and utilize our client management systems to streamline your workflow and maintain strong client relationships.
Giving Back
iWEALTH SPONSORSHIPS
30+ Years of Client-Centered Service
Helping people pursue their Financial Goals
iWealth forms new RIA (Registered Investment Advisory Firms) iWealth Financial. iWealth celebrates their 30th Anniversary
iWealth forms partnership with Estate Financial Services in Mankato, opens 3rd iWealth office location adding Gary Guentzel, Wealth Advisor. Additionally, Minnesota State University (Mankato) and Creighton University became the first two universities to teach FDC Plan on Purpose for future financial advisors
Matt Potter joins iWealth as Chief Operating Officer; iWealth renovates office space in Waseca
JP Eykyn joins iWealth as Wealth Advisor; Brad Connors launches the Fish Don’t Clap Workshop to help clients retire with purpose
iWealth opens satellite branch location in Bloomington and forms iWealth Private Client Group, a family guided office connecting iWealth clients with valued advisors for valued guidance across various aspects of life.
iWealth transitions to LPL Financial after Investment Centers of America was sold; Brad Connors creates FDC Plan on Purpose as a planning tool now used by the rest of the industry
iWealth expands building, adding offices and outdoor seating area
Brad authors his first book “Fish Don’t Clap: Planning for a purposeful retirement”
Shawn Pomeroy joins iWealth as 2nd advisor
Brad Connors named as Rep of the Year with Investment Centers of America
Brad and Trudi Connors purchase First National Bank branch for first standalone office
Michelle Nieuwsma joins iWealth Leadership Team
Brad Connors named Top 50 Bank Advisors in the nation
Brad Connors named one of the Top 10 Young Outstanding Minnesotans
iWealth Founded
