Our mission at Assured Retirement Group is to help people live the retirement they want.
We will steer you in the right direction so that retirement will be a smooth process. You will not have to experience retirement planning alone.
We serve the entire Minneapolis, MN region, including Bloomington, Edina, Richfield, and St. Louis Park. We have the knowledge and experience to show you the process of financial management help provide you with some peace of mind.
Retirement Advice, Tailored to you
At Assured Retirement Group of Minneapolis/St. Paul, and as Financial Advisors and Retirement Planners, we know there is no retirement without income. And we know that every client is different; some want to delve deeply into the specifics of their investments while others want to focus on how their money impacts their life and the lifestyle it can enable during retirement.
It all starts with planning – a thorough look at what you have and what you can expect through Social Security and pensions compared with where you need to be financially and how you want to live. Going through the planning process will reveal what you need to do to achieve your goals.
We are Certified Financial Planning TM (CFP) professionals at Assured Retirement Group, which means we adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. The CFP designation is your assurance that not only are we nice people to work with, but we are qualified financial planning practitioners.
Meet Our Team
Vincent L. Oldre CFP®
Financial Advisor and Retirement Planner
Vincent L. Oldre, CFP®, a financial advisor and retirement planner, specializes in comprehensive financial planning as the basis for developing retirement and income strategies for his clients. He has a degree in business management and almost a decade of specialized industry experience.
Vince started out with a commercial real estate investment firm, and realized that he wanted to help people with more than just investments. In 2010, he started resolving complex financial challenges and designing creative income and retirement plans, working as a consultant to many of the country’s top financial advisors.
Today, Vince continues to leverage his knowledge to help clients retire with comfort and confidence. A former collegiate soccer player, Vince enjoys playing hockey, hunting with his dog, Merlin, and cooking outdoors with his wife, Emily.
Eldon Oldre is part of the Advisory Board of Assured Retirement Group, Inc. He was the founder and CEO of Combined Financial Group Insurance Services in Minnetonka, MN and has been in the industry for over 46 years. He grew CFG Insurance Services to over 175 employees before selling the company to Associated Bank. After a short retirement, Eldon Oldre joined the Advisory Board of Assured Retirement Group to help bring the same models and ethics that CFG Insurance Services was built on.
Eldon helps bring in new innovated ideas and new ways to better serve clients and the community. He also brings in a wealth of knowledge and experience in the financial and retirement industry. Even for as old as he is, he still feels exhilarated when a client or prospective client realizes how Assured Retirement Groups team of specialists can help them achieve a vision they have for their retirement. He continues to work to understand the problems and potential problems that threaten our clients success in achieving their dreams and vision, and more importantly, develop and find solutions to problems one might have in retirement.
Administrative and Marketing Assistant
Starting out as a customer service associate in a large insurance company, Sarah found interest in the financial industry. She since has worked as an administrative marketing assistant, supporting financial professionals for the past five years by helping create retirement income and investment plans. Sarah is highly qualified, holding her FINRA Series 6, 7, and 63 licenses. She has planned seminars and events that range anywhere from 10 to 250 attendees. Working in the industry for the past 5 years has allowed Sarah the opportunity to build and grow relationships with clients, helping them build successful retirement plans. The environment has also given her the chance to wear many hats and learn different aspects of the industry which helps brings a wealth of knowledge to the team. Sarah likes to spend time with her friends and family, as well as go to the gym in her spare time.
Mary Jo Belisle
Event First Impressions
Mary Jo specializes in helping out at our events and seminars. She is the most friendly and happy person you will ever meet and always excited to meet new people. Before joining Assured Retirement Group, she was a family friend of Vincent Oldre and has known him his entire life which makes working with Assured Retirement Group a great pleasure for her. Now she is excited to be a part of the Assured Retirement Group team and help those seeking a better retirement. You will be happy to meet Mary Jo at one of our next events and I know she looks forward to meeting you.
Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC
In October 2008, Wayne Schmidt joined Gradient Investments, LLC and serves as Chief Investment Officer. With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge of the private client market to Gradient Investments, and offers a global investment management perspective.
Wayne is an invaluable and direct resource for affiliated investment advisors and their clients. He provides vast wisdom, knowledge, experience and tools to help investment advisors grow their practice, while also growing clients’ assets.
In a nationwide search that included acquisition considerations, AXA Investment Managers, a subsidiary of the European insurance giant AXA Group, handpicked Wayne to build their U.S investment grade fixed income capabilities and to lead a seasoned portfolio team located in St. Paul, Minnesota.
During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Before joining AXA Investment Managers, Wayne dedicated over 20 years to Minnesota Life and its’ $14 billion investment arm, Advantus Capital Management. As portfolio manager, he managed a variety of high-grade funds as part of Advantus’s $1.8 billion Total Return Product for institutional and retail clients. He also served as the lead portfolio manager of the Advantus Bond Fund and the co-portfolio manager of the Advantus Spectrum Fund.
Wayne earned his Master of Business Administration in Finance from the University of Minnesota and a Bachelor of Science from Cornell University. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Over the years, Wayne has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as: Bloomberg, Pension & Investments, Reuters, The Los Angeles Times, Financial Week (2008 Neal Award Winner), Asia Times, InvestorVillage, Safehaven, SFO, Credit Investment News and RGE Monitor (Nouriel Roubini’s Global EconoMonitorinvestment). He has also provided market insights on Bloomberg radio and television.
Wayne’s love of Minnesota is Gradient Investments’ great fortune, as he declined to relocate with AXA Investment Managers following their strategic decision to consolidate function into the high-yield operation in Greenwich, Connecticut.
Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Binger has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
Binger started his investment career in Minneapolis, Minnesota with Lutheran Brotherhood in 1987 and gained experience managing assets in a variety of asset classes including convertible bonds, small cap equities, and large cap equities. When Lutheran Brotherhood and Aid Association for Lutherans merged in 2001 to become Thrivent Financial, Binger was selected to work as the senior portfolio manager on the Large Cap Growth team and Large Cap Alpha Team managing over $3 billion in assets. As the senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection parameters and volatility controlled umbrellas.
Binger graduated from the University of Minnesota earning a Bachelor of Science in Business Administration-Finance. He graduated with honors and was the University of Minnesota’s “Wall Street Journal Award Winner.” Binger is a CFA® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Binger’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio. He has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.
Founder and Chief Investment Strategist with FormulaFolios
Jason Wenk is the founder and Chief Investment Strategist for FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley, and also founded Retirement Wealth Advisors (an SEC Registered Investment Advisor) in 2002. While building portfolios for private clients at Retirement Wealth Advisors, FormulaFolios were first developed. In addition to his work with FormulaFolios and Retirement Wealth Advisors, Jason writes a popular investing blog that is followed by thousands of individual and professional investors from around the world.
Nick Stovall, CPA/PFS, Stovall & Associates
Founder and President of Stovall and Associates, LTd., Certified Public Accountants
Nick Stovall CPA/PFS, CGMA, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law, and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.
During his tenure in the private industry sector, Nick served as the chief financial officer for Glenn Corporation, E Energy Adams and Gradient Financial Group, LLC. He has also consulted in the public sector serving individuals and businesses in the areas of financial and tax planning. Nick was an instructor with National American University, teaching upper division accounting courses and remains a mentor for aspiring accountants in the Twin Cities area.
Nick earned the Masters of Business Administration in Accounting and a Bachelor of Science in Finance from the University of St. Thomas where he graduated with distinction. In addition, he attended Carlson School of Management at the University of Minnesota for the Masters of Business Taxation. Nick also holds his series 27, 7, and 66, as well as his life and health license.
Nick remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). Nick is a member of Ed Slott’s Elite IRA Advisor Group.