Mark C. Hegstrom
Partner | Financial Advisor
952-236-1755
AREAS OF EXPERIENCE
Financial Planning
Retirement Income Planning
Income Distribution Specialist
Exit + Succession Planning
Keynote Speaking
PROFESSIONAL MEMBERSHIPS
DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial
MN Chapter of the Financial Planning Association
EDUCATION + CREDENTIALS
AIF® – Accredited Investment Fiduciary®
CEPA® – Certified Exit Planning Advisor®
CPFA – Certified Plan Fiduciary Advisor
Exit Planning Institute













