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True North Advisory Group - Lisa Skordahl
Categories
Financial AdvisorFinancial PlanningInvestment Management
About Us
As an Independent Financial Advisor, I help take the mystery out of preparing for both today's goals & tomorrow's dreams. We start from the cash flow on up to get you on the road to retirement!
Rep/Contact Info
View Personal BioLisa SkordahlI am dedicated to helping singles and families build a financial future based on a solid foundation. Together, we will work to create a custom plan specifically designed with you in mind. That includes education on product recommendations & budgeting so you are able to gain a clear understanding before making any decisions.
I hold a Series 7: General Securities Representative, Series 63, Series 66, BFA designation (Behavioral Financial Advisor), Resident Insurance Producer – Life, Variable Life & Variable Annuities: Minnesota, B.S. Degree in Accounting, as well as Dave Ramsey Counselor Certification.
I am passionate about helping people both in the workplace and the community in whatever way I can. My husband & I have been Anoka county residents for 35+ years, have 2 adult daughters and a marvelous granddaughter. We enjoy camping, home projects, and traveling anytime we can.
Lisa SkordahlIndependent Financial Advisor- Phone: 763-971-9211 opt 3
- Fax: (612) 395-5230
- Cell Phone: (612) 750-6887
- Send an Email
- Coon Rapids MN 55448
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Building Business. Building Community. Building Relationships.