Chief Executive Officer
“My commitment is to provide a superior level of customer service by listening and addressing the specific needs, concerns and goals of each client.” – Brad Connors
Personal Profile
My wife Trudi and I both work and live in Waseca with our children Kendra and Corbin. I serve as a board member of the Waseca Chamber of Commerce, the Waseca Rotary Club, and am an active member of Grace Lutheran Church.
In my spare time, I enjoy golfing, hunting, fishing and traveling with my family.
Professional Experience
Over 29 years experience advising individuals, corporations, and institutional investors.
iWealth
Waseca MN (1994 – Present)
My office is located at 213 15th Avenue NE, Waseca, offering clients financial planning and advice on money management.
Awards
Received LPL Financial’s “Chairman’s Award” in 2017 & 2020
Received Investment Centers of America Inc.’s “2014 Spirit of ICA” Award
Chosen “2013, 2014, 2015, 2016, 2017 & 2018 Twin Cities Five Star Wealth Manager Award Winner”
Chosen “2010 Investment Centers of America – Representative Of The Year”
Chosen “2007 Top 50 Bank Advisors in the Nation”
Chosen “2005 Top Ten Young Minnesotans”
Accomplishments
Author of Fish Don’t Clap: Planning For A Purposeful Retirement
Service
First National Bank of Waseca – Board of Directors (past)
Jobs Plus – Board Member (past)
Waseca Rotary Club – Board Member (current)
Waseca Area Caregivers – Board Member (past)
Mayo Community Development Committee – Board Member (current)
Waseca Chamber Ambassador (current)
Red Cross – Board Member (past)
Waseca Lakeside Country Club – Board Member (past)
Grace Lutheran Church – Board Member (past)
Rotary Strive Program – (past mentor)
Educational Speaker for Local Students (current)
Waseca Elementary Football Coach (past)
Junior Achievement Teacher (current)
LPL Chairman award is based on annual production among LPL Advisors only. The Spirit of ICA Award recognizes an individual who exemplifies ICA’s core values, while constantly searching for new ways to give back to the communities in which they live and work. Investment Center’s of America (ICA) is not affiliated with LPL Financial Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 (add: 2019 if applicable) Five Star Wealth Managers. 2010 ICA Representative of the years is based on annual production and representing the culture and personality of ICA. Investment Centers of America (ICA) and LPL Financial are separate entities. Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Ten Outstanding Young Minnesotans (TOYM) program recognizes young leaders between the ages of 18-40 who have devoted themselves to improving their community. The program acknowledges the efforts and accomplishments of young adults who have contributed to the state through their service, thought and influence, community involvement, or entrepreneurship.
