LifeSTAGE Wealth Management, Inc.

Matthew Engelmann is a financial advisor at LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, with 19 years of industry experience. He holds the Series 66 designation and has worked at LifeSTAGE Wealth Management since 2016, following five years at Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Engelmann is president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management serves individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm offers fee-based investment management, financial and retirement planning, and plan consulting, utilizing tailored strategies based on comprehensive client assessments and a mix of fundamental, technical, and cyclical analysis.

Jeffrey Wickmann is a financial advisor with LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Fintegra, LLC since 2008 and has been with LifeSTAGE Wealth Management since 1997. Outside of advisory services, he operates Wickmann Tax Service, a tax preparation business. LifeSTAGE Wealth Management provides fee-based investment management and consulting to individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm uses tailored strategies based on fundamental, technical, and cyclical analysis and third-party research, managing approximately $50 million in discretionary assets for about 122 clients.