Shane Wolden
Director of Wealth Management
Shane is our new Investment Specialist with The Partners Group. He will take an active role in analysis and focus on managing investments for families and businesses, as well as provide holistic planning for the clients of The Partner’s Group. Shane works with clients on their investment needs and objectives and designs suitable, customized financial solutions designed to help ensure client needs and objectives are met.
Shane started in the financial services industry in 2015 as an intern and later assumed a role as a Financial Advisor. At a prior firm, Shane also worked as a Retirement Plan Consultant for corporate clients with qualified and non-qualified retirement plans.
Shane spent his first two years of college at Saint John’s University and has since graduated from Augsburg University holding a B.A. degree with a focus in Finance. Shane currently holds licenses for Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), Uniform Investment Adviser Law Exam (Series 65), and Minnesota State Insurance.
Shane’s hobbies and interests include traveling, spending time on the lake, and coaching high school hockey.
Contact
612-746-2306