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

Becky Walen, CFP®

AFC, M.S.

Director of Wealth Planning

Bremer Wealth

1444 45th St S, PO Box 10998
Fargo, ND 58103
FINANCIAL ADVISOR'S WEBSITE
701-492-2619 CONNECT WITH Becky
  • twitter link
  • linkedin link

General

Becky Walen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bremer Wealth 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.

More

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

More

Helpful Financial Planning Resources