Toll-Free: 800-279-6016 | Local: 701-255-6832

320 N 4th St, Bismarck, ND View Locations

Our Firm

PLANNINGTEAM FINANCIAL ADVISORS

Our full service team of professionals is headquartered in Bismarck, North Dakota, with a satellite office in Garrison, and a full-time branch in Stanley, North Dakota. We take the time necessary to help our clients understand the principles of investing and risk management so they can make better investment choices. We offer access to financial planning and investment advisory services, life and long-term care insurance solutions, mutual and exchange traded funds, stocks, bonds and much more.

Our mission is to offer access to comprehensive financial planning services to our clients with uncompromising integrity. We believe that EXPERIENCE MATTERS. Our advisors share nearly a century of combined experience in providing solutions to the financial planning challenges of our clients. We believe in PROFESSIONALISM. Credentials held by our advisors Thomas M. Gunderson, Perry D. Bohl, Wayne A. Muehler and James P. Braun include CERTIFIED FINANCIAL PLANNER® Professional or CFP®. Other credentials held by our advisors include Accredited Investment Fiduciary® Designee (AIF®), and the Masters of Business Administration (MBA) degree. And we believe in creating an EXCEPTIONAL CUSTOMER SERVICE experience with the help of our staff of friendly, knowledgeable and experienced LPL registered assistants.