Becky Walen, CFP^®

AFC, M.S.

SVP, Head of Wealth Management 646.89 Miles

Alerus Financial

51 Broadway
Fargo, ND 58102

FINANCIAL ADVISOR'S WEBSITE

https://www.alerus.com/wealth/

(701) 280-5033 CONNECT WITH Becky

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only financial planning available as well as investment management fees based upon assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$500,000

General

Becky Walen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Alerus Financial in Fargo, ND and the surrounding communities.

Financial Advisor Overview

Alerus is a commercial wealth bank and national retirement provider with over $50 billion in assets under management and/or administration for individuals, high net worth families, and institutional clients such as nonprofits, businesses, and corporations.

Financial Advisor Experience

With more than 25 years in financial services, I lead Alerus’s wealth management practice, spanning trust and estate services, financial and wealth advisory, investment management, institutional services, brokerage, and private banking. My focus is advancing a unified, high-performing team that delivers sophisticated guidance with clarity, empathy, and discipline. Grounded in the CFP Board Code of Ethics, I am committed to coaching professionals to exceed client expectations through integrity, technical excellence, and genuine care. Drawing on deep experience in institutional services, tax strategy, and estate planning, I provide holistic leadership that aligns financial strategies with each client’s goals, values, and long-term vision.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - Accredited Financial Counselor^® (AFC^®)

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Investment and insurance products and services may be offered through Osaic Institutions, Inc. Member FINRA/SIPC. Trust services are offered through Alerus Financial, N.A. Osaic Institutions and Alerus are not affiliated. Products and services made available through Osaic Institutions and Trust services offered through Alerus Financial, N.A. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or affiliate. These products are subject to investment risk, including the possible loss of value.

FINRA BrokerCheck