Financial Advisors in the Upper Midwest Region
Strategic Retirement Partners has financial advisors that work in the Upper Midwest that reflect the needs of organizations operating in relationship‑driven, regionally diverse markets, where clear process and repeatable oversight are essential to effective retirement plan management.
Upper Midwest Employers We Serve
We help organizations and plan sponsors in and around the Upper Midwest region, including:
- Minnesota
- Wisconsin (Milwaukee, Madison, and surrounding communities)
- Iowa
- North Dokota
- South Dokota
- Northern Illinois
What We Do
Our advisory work is designed to help plan sponsors oversee retirement plans using clear, repeatable practices that support prudent fiduciary management. We provide retirement plan consulting for 401(k) and 403(b) plans, guidance on fiduciary governance and committee practices, and support related to ERISA‑focused fiduciary considerations. We also assist organizations with plan enhancements and regulatory considerations related to SECURE 2.0.
We work with organizations whose retirement plans vary widely in size and use specific, tailored approaches which include:
- Employers sponsoring definded contribution retirement plans
- Growing employers refining plan features and oversight routines
- Multi-location employers seeking consistent processes
- Plans requiring ongoing fiduciary guidance and structured reviews
Our Financial Advisors in the Upper Midwest
Reach Out to Our Financial Advisors in the Upper Midwest Region
Connect with our team to learn how we support plans sponsors for retirement planning.
