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320 N 4th St, Bismarck, ND View Locations

Our Firm

financial advisor bismarck nd

PLANNINGTEAM FINANCIAL ADVISORS

Our full service team of financial planning 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 financial planning and investment advisory services, life and long-term care insurance solutions, mutual and exchange traded funds, stocks, bonds and much more.

Planningteam Financial Advisors, conveniently headquartered in the American Bank Center building in downtown Bismarck, provides professional investment services through Investment Centers of America, Inc. (ICA), one of the largest independent broker/dealer networks in the nation. ICA is a true local success story, established in Bismarck in 1985, with Planningteam Financial Advisors (formerly known as the Investment Centers of America, Inc.) as the company’s very first office. ICA now serves clients in over 250 independent offices from coast to coast. Please refer to “Locations” under the “About Us” tab for directions to our Stanley, Garrison and Center offices.

Our mission is to offer premier 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 registered assistants.