James Marquardt

Financial Advisor

Contact James

Primary Location

Rochester South
45 28th Street Southeast
Rochester, Minnesota 55904

Get Directions +9 Locations

Phone

Email

jpmarquardt@bremer.com

Please note: Confidential information should not be shared via the email link(s) provided on this page.

Specialties

Investments

As an independent financial advisor, I can offer you a personalized financial plan,instead of a generic investment program. Through Raymond James, one of the largest and most respected independent financial services firms in the country, I have access to a vast universe of investment and planning resources. I can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.

I will offer you unbiased financial advice based solely on your financial situation. Your interests come first and by serving them well we can both succeed. I begin each client relationship with a personal financial review. I will take the time to fully understand your personal circumstances and meticulously tailor a long-term plan that fits your objectives. We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals. My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.

My areas of expertise: Brokerage Services; Personal Financial Planning; Retirement Planning; Small Business Retirement Planning; Retirement Income Planning; Long Term Care and Estate Planning

My credentials: Series 7, 24, 26 and 63 Securities Licenses; CERTIFIED FINANCIAL PLANNER; Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU)

James's locations

Rochester South

45 28th Street Southeast, Rochester, Minnesota 55904

(507) 529-1515

Rochester Downtown

318 1st Avenue Southwest, Suite 120, Rochester, Minnesota 55902

(507) 424-8282

Rochester North

5125 Highway 52 North, Rochester, Minnesota 55901

(507) 285-3318

Stewartville

119 1st Street East, Stewartville, Minnesota 55976

(507) 533-6400

Saint Charles

748 Whitewater Avenue, St. Charles, Minnesota 55972

(507) 932-5001

Winona

225 Lafayette Street, Winona, Minnesota 55987

(507) 452-5202

Eyota

27 2nd Street Southwest, Eyota, Minnesota 55934

(507) 545-2111

Kasson

109 South Mantorville Avenue, Kasson, Minnesota 55944

(507) 634-4444

Houston

108 East Cedar Street, Houston, Minnesota 55943

(507) 896-3179

Austin

805 North Main Street, Austin, Minnesota 55912

(507) 433-8822