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

Becky Walen, CFP®

AFC, M.S.

SVP | Market Development Director

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 Bank Wealth Management services include private client, trust, institutional, retirement, and brokerage. With $10B in AUM, Bell Bank Wealth Management is grounded in the Midwest and rapidly growing nationwide.

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Financial Advisor Experience

As market development director at Bell Bank Wealth Management, I oversee our service delivery. 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 (AFC)

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources