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Frederick Quirsfeld Jr.

Advisor at Frontenac Partners, L.L.C.

Updated today
Frontenac Partners, L.L.C. logo

Firm

Frontenac Partners, L.L.C.

Location

Deephaven, MN

Credentials

Series 66

Industry experience

9 years

About

Frederick Quirsfeld is a financial advisor at Frontenac Partners, L.L.C. with 9 years of industry experience. He holds the Series 66 designation and has worked at Frontenac Partners since 2003. Quirsfeld also has a long tenure with IDS Life Insurance Company dating back to 1985. Frontenac Partners provides discretionary portfolio management to high-net-worth individuals, focusing on balanced accounts that include stocks, bonds, cash, and commodities. The firm employs a range of analytical approaches and uses inflation-sensitive instruments and derivatives within separately managed accounts.

Client services

Based on Frontenac Partners, L.L.C.

Portfolio management

Expertise

Based on Frontenac Partners, L.L.C.

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $2 million: 1.00% $2 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: negotiable

Other

Account minimum: $10,000 minimum fee Minimum fee: $10,000 minimum annual fee if asset-based fee is less than minimum

Location

Deephaven, MN

Most active in

Minnesota

Work history

Frontenac Partners, LLC

2003 - Present (23 years)

IDS Life Insurance Company

1985 - Present (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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