Series 7 & 63 Securities Registrations,1 Insurance License
Edwina has more than 26 years of experience in the financial services industry. She has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. Edwina helps her clients make decisions that guide them toward achieving the results they value. She is committed to providing a high level of customer service.
A graduate of Augsburg College with degrees in Education and English Composition and Literature, Edwina uses this background to help her clients learn and understand the finer details of managing their investments.
Edwina is a two-time winner of the “FIVE STAR Wealth Manager” as noted inMpls.St.Paul Magazine and Twin Cities Business magazine.2
She lives in Minnetonka, MN with her husband John and daughter Katie.
The Allee financial advisory team is located in our Burnsville, MN office.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 and 2016 FIVE STAR Wealth Managers.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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