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Bob Beseman, AIF®
LPL Financial Advisor

Business Philosophy:

Through commitment and strategic planning, we strive to provide our clients with the assistance they need to create the opportunity for financial growth in their portfolios.

Background: Bob graduated from Mankato State University with a Bachelor of Science degree in Business Administration.

Professional Qualifications and Licenses/Registrations:

  • Series 7 Securities Registration held with LPL Financial
  • Series 66 Registration held with LPL Financial
  • Life & Health Insurance Licensed
  • Accredited Investment Fiduciary (AIF)

Personal Life

Married (Karen) with two children (Cassie and Billy)
Family is a member of St. Henry’s Catholic Church in Perham


  • Financial Planning
  • Retirement Planning
  • Social Security Planning
  • College Planning
  • Life Insurance

Angie Wurgler
Operations Manager

angie wurgler image

Angie Wurgler joined our team in 2018 as Assistant Operations Manager. Angie brings with her over 14 years of experience in the financial industry.

Angie manages investment service-related requests including scheduling appointments, submitting address and beneficiary changes, maintaining client files, as well as general office administration responsibilities. Angie also assists in organizing public events.

Monica Katzenberger
Marketing Manager

Monica joined Bob’s team in 2011 and brought with her the skills and knowledge she gained from running her own graphic and website design business, Katzenjammer Designs.

Monica assists Bob by organizing seminars and public events, as well as attending to all advertising, marketing, and website duties.

IMPORTANT CONSUMER INFORMATION: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: MN, ND, SD, NE, CO, FL, TX, AZ, IL, IA, MO, VA, MT, WI. LPL Financial, member FINRASIPC, a Registered Investment Advisor. LPL Financial does not provide tax and legal advice.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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