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
Services:
- Financial Planning
- Retirement Planning
- Social Security Planning
- College Planning
- Life Insurance
Angie Wurgler
Operations Manager
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.
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