Fiduciary, Independent, Fee Only Financial Advisors
Are you looking for a financial advisor in Minneapolis? Contact us for the Minneapolis financial planning services below; including but not limited to:
Comprehensive Financial Planning:
Investment Management Strategy:
Specialized Financial Advice:
Personal Attention & Regular Communication:
Sarah is responsible for client relationships. She has a Master's Degree from Indiana University Bloomington. She is a Member of the Financial Planning Association of MN. Certified Financial Planner (CFP Board), The National Association of Personal Financial Advisors (NAPFA), FeeOnlyNetwork.
Sarah is also a concert pianist and frequent performer for local piano recitals or special events. She enjoys swimming, golfing, hiking, and skiing with her husband and four boys.
Ujae is the portfolio manager and chief compliance officer. He has managed clients' and former employers' investment portfolios for over 15 years. He is a charter holder of Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He is also an Associate of the Society of Actuaries and a Member of American Academy of Actuaries. He holds a Bachelors of Business Administration, Accounting & Finance from Indiana University Bloomington. He holds a Master of Financial Mathematics from the University of Minnesota's School of Mathematics.
Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. Ujae will bring that same knowledge and experience to your financial planning. His expertise comes from a decade of working experience advising the enterprise-level investment portfolio, cash flow, and debt portfolio of one of the latest insurance companies in the US.
Ujae's wife is Sarah, and they have four boys.
Dr. Kooienga serves as a project manager for front and back operations and plays a large part in the wealth management practices of the firm.
Dr. Kooienga graduated Summa Cum Laude from Mississippi College. Her scholastic honors also include Who’s Who among American Colleges and Universities and B.G. Walden Memorial Scholarship. During her undergraduate studies, she was the winner at Mississippi Music Teachers Association and Mississippi Federated Music Club competitions, as well as a prizewinner at Mississippi Guitar Festival competition. She holds an MM from Southern Methodist University and a DMA from University of Minnesota.
As an acclaimed classical guitarist, she continues to perform actively around the country with her sister who is also an accomplished guitarist. She lives in Saint Paul with her husband, Dan.
Charles Schwab & Co. Dedicated Service Team: UAK Diversified LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
MoneyGuidePro: MoneyGuidePro provides support to UAK Diversified in developing advanced financial planning. It is staffed with experienced Certified Financial Planners and other professionals to help us provide a team approach in financial planning and reviews.
A 3rd party unaffiliated compliance firm: A national 3rd party RIA compliance vendor (RIA stands for Registered Investment Advisor) helps UAK Diversified with best practices in compliance. It provides state and Securities and Exchange Commission (SEC) registration services as well as compliance solutions that enable RIAs to operate in good standing.
Lethert, Skwira, Schultz & Co. LLP — Certified Public Accountants & Business Consultants in St. Paul, Minnesota. We've Been Helping Business Conduct Business Since 1918.
The charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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These materials have been independently produced by UAK Diversified LLC. UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email us with inquiries.
*UAK Diversified LLC is independent of, and has no affiliation with, GAMMA Investment Management, LLC or any of its affiliates.