Our Wealth Management Advisors
Shane Wolden
Advisor
Shane is an advisor in the Wealth Management division at NFP’s Minnesota office. Shane takes an active role in managing investments for families and providing holistic planning for the clients of NFP. Additionally, he works with corporations as a 401(k) consultant, overseeing assets in retirement plans and conducting regular reviews with investment committees.
Shane started with NFP early in 2015 as an intern and later as an associate prior to assuming his role as an advisor. Shane also works as an education specialist by providing group and individual education for participants of qualified and non-qualified retirement plans.
Shane spent his first two years of college at Saint John’s University and graduated from Augsburg University holding a B.A. degree with a focus in finance. Shane is a CRPS® professional. He also holds his Uniform Investment Adviser Law Exam (Series 65) and Minnesota State Insurance licenses.
Shane’s hobbies and interests include traveling, spending time on the lake and coaching high school hockey.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures