Becky  Walen,  CFP<sup>&reg;</sup> - Financial Advisor

Becky Walen, CFP®

AFC, M.S.

SVP | Senior Wealth Management Advisor | Philanthropic Solutions

Bell Bank

15 Broadway
Fargo, ND 58102
FINANCIAL ADVISOR'S WEBSITE
(701) 451-3079 CONNECT WITH Becky
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General

Becky Walen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bell Bank in Fargo, ND and the surrounding communities.

Financial Advisor Overview

Bell Wealth financial planning supports the wealth management efforts of Bell Bank's brokerage, trust, institutional, and retirement arms.

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Financial Advisor Experience

I lead the financial planning efforts of Bell Bank Wealth Management, with $6B in AUM.  In addition to comprehensive personal financial planning, my experience includes institutional trust, custody, and investment management along with property, casualty, life, and health insurance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Financial Counselor

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Succession Planning

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Helpful Financial Planning Resources