Sandvold Financial Group

Sandvold Financial Group is a Financial Planner in Minnetonka, MN. The firm provides holistic financial advice, acting as a partner, coach, and friend to clients. Its services include wealth management, retirement planning, insurance design, and business services. The firm emphasizes independence, transparency, and a long-term approach to investing, analyzing macroeconomic changes to identify opportunities. It offers individualized planning that adapts as client objectives change, covering stages of life such as home purchase, college financing, and retirement.

The team includes Terry C. Sandvold, the Founder and CEO, along with Blake Sandvold, CFP, CAP, who serves as CIO and Financial Planner. Other financial planners on the staff include Mackenzie Sowada, John Jensen, Scott Graul, David Sandvold, David Cooper, and Blake Gleason. Support roles are filled by Denise Kucera, Ann Baufield, Olivia McCahon, Ryan Badertscher, and Ann Dysart. The firm’s approach is rooted in a desire to help friends and family who struggled to find financial guidance. Terry Sandvold is active in the community, serving on the CEOs Against Cancer board and having co-chaired the American Cancer Society Champions of Hope Gala. He has also worked with the Alzheimer’s Association as a team recruitment co-chair and gala chair.

Sandvold Financial Group is located at 10900 Wayzata Blvd, Suite 100, in Minnetonka. The office operates Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday appointments available by request. The firm can be reached by phone at 952-544-2837 or by email at [email protected]. It holds a rating of 4.50 based on client reviews.

Sandvold Financial Group serves Minnetonka and the surrounding area, focusing on creating financial plans that align with the unique economic and life situations of its clients.