Series 7 & 63 Securities Registrations,1 Insurance License
Edwina has more than 27 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. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during life's unplanned transitions, is something Edwina takes great pride in. She's able to connect her clients with resources for planning for Social Security, health insurance, and a wide range of other services.
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 five-year winner (2015-2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Buisiness magazine.² She lives in Minnetonka with her husband, John and daughter, Katie.
The Allee Financial Advisory team is located in our Burnsville, MN office.
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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, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.