Meet Daren Halvorson, CFP®
Personal & Family Life
Nick is passionate about community leadership and service; he’s held roles with the YMCA Board, Coon Rapids Rotary, Knights of Columbus and as Board Chair of Stepping Stone Emergency Housing.
Nick and his wife, Kari, live in Andover with their youngest son, Andrew, who attends Totino-Grace. Their eldest son, Bennett, attends
the University of North Dakota pursuing a degree in business. Family is important to Nick; he enjoys encouraging Andrew on the soccer pitch, Bennett’s journey to independence and spending time together at their lake cottage in Fifty Lakes, MN.
Professional Overview
• Over 25 years in Financial Planning
- • Deep expertise in simplifying complex situations to help make confident, informed decisions
• Founder and Operator of MissionBridge Wealth
- • Experience positioning company for sustainable growth and long-term success
• Specializes in stewarding wealth along with pre- and post-sale business planning
Education
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CERTIFIED FINANCIAL PLANNER® |
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University of Northwestern - St PaulB.S. Applied MathematicsB.A. Biblical StudiesMinor Business Administration |
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Series 66 - Uniform Combined State LawSeries 7 - General Securities Representative |
Service Specialties
- I am looking to enjoy the fruits of my labor and make sure the people who stand with me share in that success
- I want an experienced partner who can help coordinate the right professionals to expand my financial opportunities and strengthen my business valuation for the next chapter
- I would like advice on strategies for business cash flow while balancing long term investments
- I am interested in investing with the intention of creating lasting impact beyond my own lifetime and personal needs
- I am looking for a comprehensive financial plan and help protect my estate and assets
- I want a Wealth Advisor to coordinate with my other financial professionals
- I want help with complex tax strategies concerning my income and investments
