1-888-631-8166

George Loomis

CFP®

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.

952 225-0310 Direct Phone
888 591-9770 Toll Free
952 525-8538 Fax Number

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.

Address

1000 Shelard Parkway
Suite 300
Minneapolis MN 55426