Bryan Amundson, CFP®, CFA®
Financial Advisor
With over 25 years of experience in the financial services industry, I am a Financial Advisor in Hermantown, MN. As a knowledgeable, professional advisor, my goal is to help my clients develop a sense of security and confidence around their finances. It's an honor to sit alongside my clients and advise them on important financial and life decisions.
As a Financial Advisor, I am dedicated to helping my clients build, manage, preserve, and transfer their wealth. Taking a comprehensive approach, I specialize in creating retirement income strategies, inheritance planning, tax-efficient strategies, and building customized, long-term investment portfolios.
I was a Captain in the U.S. Air Force and hold a Bachelor of Science in Economics from the U.S. Air Force Academy. With an emphasis on continuing education, I became a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst® (CFA®).
In my free time, I enjoy playing the guitar, playing cards, fishing, working on house projects, and learning about most everything. I grew up and played hockey in Roseau, MN, which is located about 10 miles from the Canadian border.