Portfolio Archive | Page 10 of 10 | iWealth

info@iwealth4me.com

|

About
About iWealth
At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

Who We Are
Meet the Team
Our Approach
Giving Back
Upcoming Events
Meet with an Advisor
Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

Brad Connors
Shawn Pomeroy
Gary Guentzel
Johnathon “JP” Eykyn
Join iWealth as
an Advisor
Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

Learn More
Services
Financial Planning Services
We offer a wide range of financial planning services designed to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

Our Services
Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Resources
Financial Education
Explore articles, podcasts, and videos to enhance your financial knowledge.

Start Learning
Financial Tools
Use our calculators to make informed and better financial decisions today.

Access Tools
Online Accounts
Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

Access Accounts
Search iWealth Resources….

Search for:
Let’s Connect

About
About iWealth
At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

Who We Are
Meet the Team
Our Approach
Giving Back
Upcoming Events
Meet with an Advisor
Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

Brad Connors
Shawn Pomeroy
Gary Guentzel
Johnathon “JP” Eykyn
Join iWealth as
an Advisor
Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

Learn More
Services
Financial Planning Services
We offer a wide range of financial planning services designed to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

Our Services
Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Resources
Financial Education
Explore articles, podcasts, and videos to enhance your financial knowledge.

Start Learning
Financial Tools
Use our calculators to make informed and better financial decisions today.

Access Tools
Online Accounts
Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

Access Accounts
Search iWealth Resources….

Search for:
Let’s Connect

Gallery

Five Star Professional Honors Brad Connors of iWealth with the 2017 Five Star Wealth Manager Award

Corie Eckstrom2025-03-05T17:26:19-06:00

Five people stand together on a stage, with one person holding an award. They are dressed in formal attire, celebrating Brad Connors being named among the Top Fifteen Representatives of the Investment Centers of America.

Gallery

Brad Connors Named One of Investment Centers of America’s Top Fifteen Representatives of 2015

Corie Eckstrom2025-03-05T17:27:22-06:00

Gallery

Are You Prepared For Mental Decline

Corie Eckstrom2025-03-05T17:28:13-06:00

Gallery

Are Your Estate Documents In Order

Corie Eckstrom2025-03-05T17:29:41-06:00

Gallery

Brad Connors of iWealth Honored With the 2015 Five Star Wealth Manager Award

Corie Eckstrom2025-03-05T17:30:56-06:00

A man in a blue work uniform stands in a workshop, smiling and handing a blue container to another person. As they talk about the new project, shelves with tools and equipment are visible in the background.

Gallery

Pension Talk

Corie Eckstrom2025-03-05T17:31:31-06:00

Gallery

Brad Connors Obtains Certified Wealth Strategist® Designation

Corie Eckstrom2025-03-05T17:31:23-06:00

Gallery

Brad Connors Joins Board of First National Bank

Corie Eckstrom2025-03-05T17:32:57-06:00

Gallery

Brad Connors Featured Guest Speaker

Corie Eckstrom2025-03-05T17:33:11-06:00

Headquartered in Minnesota, iWealth helps individuals, families, and businesses pursue their financial goals with holistic financial planning services. We offer quality assistance in generational wealth planning, financial planning, investment strategy, strategic business planning, and estate planning.

Quicklinks

Let’s Connect

Follow Us

© KC Holdings LLC
Website by Daor Design

Online Accounts

iTRACK CLIENT LOGIN

GWP Account Access

Free Risk Analysis

Contact

Waseca Office
213 15th Ave. NE,
Waseca, MN 56093

Mankato Office
196 St. Andrews Dr., Ste. 300,
Mankato, MN 56001

Bloomington Office
7900 International Dr., Ste. 300,
Bloomington, MN 55425

info@iwealth4me.com
(507) 835-9111

Financial Disclosures & Privacy Policies

Securities offered through LPL Financial, Member FINRA, SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC and iWealth are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Additionally, LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Testimonial statements by clients of the financial professional as of 01/17/2025. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Privacy Policy | iWealth Financial Disclosure | LPL Financial Disclosure