Adaptive Financial Design | Minneapolis, MN

Total Hires: 7 times
Service Area: Minneapolis, MN
Team Size: 1 employee
Business Duration: 2 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Mutual funds
Home purchase
Annuities

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Hello,

I am an independent, fee-only, CERTIFIED FINANCIAL PLANNER™ with 17 years of experience. I am passionate about comprehensive financial planning and helping anyone achieve their financial goals. My focus is building your financial strength through education. Let me partner with you to fulfill your financial objectives.

Investment advisory services are offered through Adaptive Financial Design, LLC; a Minnesota registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services.

The contents of this communication and any accompanying documents are confidential and for the sole use of the recipient.

License

- License Holder: Kari Polasek
- License Type: Investment Adviser Representative (MN)
- License number: #326822
- License verified on 9/27/2023
- Valid through 9/27/2025

Verification

Background Check
- Kari Polasek
- Completed on 9/26/2023

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