Vector Wealth Management

Christopher Wagner is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently serves at Vector Wealth Management and SNS Financial Group, LLC, and has prior experience with Capital Management Securities, Inc. and Navpoint Financial, Inc. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans with discretionary and limited non-discretionary portfolio management, financial planning, and consulting services. The firm employs an Investment Committee and fiduciary advisors to tailor strategies that include mutual funds, ETFs, individual securities, and independent managers, using an iterative planning process supported by its proprietary Sojourn™ application.

Sharon Calhoun is a CFP® and ChFC® with 12 years of industry experience, currently serving as an advisor at Vector Wealth Management in Minneapolis, MN. She has been with the firm and its predecessors since 2000. Outside of her advisory role, she works as an EMT first responder. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a scenario-driven planning process supported by its proprietary Sojourn™ application and provides access to independent managers and private placements for accredited investors.

David Moser is a CFP® professional with 11 years of experience in financial advising. He has been with SNS Financial Group, LLC since 2015. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans through discretionary and limited non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses an Investment Committee to oversee decisions and employs a scenario-driven planning process supported by its proprietary Sojourn™ application.

John Bina is a financial advisor at Vector Wealth Management with a Series 65 credential and one year of industry experience. He previously worked at SNS Financial Group and has held positions at Fargo, Buffalo Wild Wings, and General Mills. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to independent managers and private placements. The firm uses an Investment Committee to oversee decisions and employs a scenario-driven planning process supported by its proprietary Sojourn™ application.

Joseph Grochowski is a CFP® and ChFC® with 21 years of experience in the financial industry. He has been with Vector Wealth Management since 2011 and also holds a registered representative role at Purshe Kaplan Sterling Investments. Vector Wealth Management serves individuals, business owners, trusts, estates, and pension plans, offering portfolio management, financial planning, retirement plan consulting, and access to independent managers and private placements. The firm uses an Investment Committee and fiduciary advisors to tailor strategies, employing a scenario-driven planning process supported by its proprietary Sojourn™ application.

Michael Nesheim is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Vector Wealth Management since 2019 and previously held roles at SNS Financial Group, Ballast Advisors, and Ameriprise Financial Services. Outside of his advisory work, he is a managing member of Wayzata Advisors LLC, an entity established to manage office lease and operating expenses. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a scenario-driven planning process and provides access to independent managers and private placement opportunities for accredited investors.

Jacob Ranallo is a financial advisor at Vector Wealth Management in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He has worked at SNS Financial Group, LLC since 2019 and has been with Vector Wealth Management since 2011. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing portfolio management, financial planning, retirement consulting, and access to independent managers and private placements. The firm employs an Investment Committee to oversee decisions and uses a proprietary planning application, Sojourn™, to tailor strategies that include mutual funds, ETFs, individual securities, and options overlays.

Suzanne Klapperich is a financial advisor at Vector Wealth Management in Minneapolis, MN, with six years of industry experience. She holds Series 63 and Series 65 designations and has been associated with SNS Financial Group, LLC and Cetera Advisor Networks since 2013. Outside of her advisory role, she is involved in administrative duties at Advisornet Insurance, working with advisors on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs an Investment Committee to oversee decisions and uses a scenario-driven planning process supported by its proprietary Sojourn™ application.

Thomas Fee is a financial advisor with Vector Wealth Management in Minneapolis, MN, holding a Series 63 designation and 12 years of industry experience. He has worked at Vector Wealth Management and its affiliated entities since 1993. Fee serves as Chair of the Fairview Foundation, a nonprofit organization based in St. Paul, Minnesota. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, providing portfolio management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities for accredited investors. The firm employs an Investment Committee and fiduciary advisors to tailor allocations within approved frameworks, using a scenario-driven planning process supported by its proprietary Sojourn™ application.

Elena Dant is a CFP® with two years of industry experience, currently serving as a financial advisor at Vector Wealth Management. She previously worked at Northwestern Mutual Wealth Management Company and has experience with Refine Wealth Strategies. Outside of finance, she is a freelance pianist. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a scenario-driven planning process supported by its proprietary Sojourn™ application and provides access to independent managers and private placements for accredited investors.

Jason Ranallo is a CFA® charterholder with 12 years of industry experience. He has been with Vector Wealth Management and its affiliated entities since 2005, currently serving as an advisor at Vector Wealth Management in Minneapolis, MN. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm uses a committee-driven investment approach combined with tailored fiduciary advice and employs a proprietary planning tool called Sojourn™ to guide client strategies.

Charles Gruys is a Certified Financial Planner® with 17 years of industry experience, currently serving at Vector Wealth Management in Minneapolis, MN. He has previously worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Vector Wealth Management serves individuals, business owners, trusts and estates, and retirement plans, offering portfolio management, financial planning, and fiduciary consulting. The firm employs an Investment Committee and uses a proprietary planning application to tailor investment strategies that include mutual funds, ETFs, individual securities, and independent managers.