George Loomis

CFP®
direct 952 225-0310
toll free 888 591-9770
fax 952 525-8538
1000 Shelard Parkway, Suite 300
Minneapolis, MN 55426
George has earned a Bachelors degree from Williams College, a Masters in Business Administration from the University of Hartford, and the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards. He holds Securities, Investment Advisory, and Insurance licenses in the several states where his clients reside. In addition to his financial planning and investment management career, George has served as a senior executive in commercial banking, as an independent financial and marketing consultant, and as an owner, officer, and director of several corporations. He also teaches planning and investment courses to CERTIFIED FINANCIAL PLANNER™ candidates. George and his wife, Diane Shelgren, reside in Greenwood, MN, and have two grown children.

Services & Client Experience:

George has earned a Bachelors degree from Williams College, a Masters in Business Administration from the University of Hartford, and the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards. He holds Securities, Investment Advisory, and Insurance licenses in the several states where his clients reside. In addition to his financial planning and investment management career, George has served as a senior executive in commercial banking, as an independent financial and marketing consultant, and as an owner, officer, and director of several corporations. He also teaches planning and investment courses to CERTIFIED FINANCIAL PLANNER™ candidates. George and his wife, Diane Shelgren, reside in Greenwood, MN, and have two grown children.

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