Haley  Grotbeck,  CFP<sup>&reg;</sup> - Financial Advisor

Haley Grotbeck, CFP®

Advisor Associate

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Minneapolis, MN 55437
FINANCIAL ADVISOR'S WEBSITE
(952) 844-0995 CONNECT WITH Haley
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General

Haley Grotbeck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JNBA Financial Advisors in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

JNBA Financial Advisors is an independent, fee-only wealth management firm that has been providing conflict-free advice for over 40 years. Driven to help guide people through life's most important decisions, our advice driven by advocacy® approach delivers customized financial life planning strategies and solutions to optimize clients' resources. For over four decades JNBA has successfully built upon its core values by revolutionizing the team approach, committing time and resources to developing multi-generational teams, and onboarding new tools and technologies. JNBA has become one of the country's premier wealth management firms with CEO Richard S. Brown and JNBA being ranked by Barron's as a top independent Registered Investment Advisor (RIA) in Minnesota in 2021 and 2022. The firm also was recognized as a Best Places to Work by the Minneapolis/St. Paul Business Journal for the last two years. We review client portfolios every 10 business days and proactively drive the planning process, including complex strategy development and implementation with estate, tax, and risk professionals as appropriate. Our approach has been instrumental in building and maintaining long-term relationships with our clients. Since we began tracking in 2001, JNBA has maintained a client retention rate of more than 97 percent. To learn more about how advice driven by advocacy® could help you, begin a conversation with our team by contacting us today.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

Please see important disclosure information at jnba.com/disclosure.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Life Planning, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources