Jeffery Maynard Financial Advisor in Fargo, ND 58104

Jeff is a Senior Financial Advisor with 32 years of experience currently serving the Fargo, ND; Dickinson, ND; Vermillion, SD; Platte, SD and Ada, MN markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Jeff works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.

Prior to joining the BMO Investment Services team, Jeff earned a Bachelor of Science in Business Administration from North Dakota State University. Jeff holds securities licenses 7, 63 and 65, held through LPL Financial along with his Life, Accident & Health or Sickness, and Variable Annuity insurance licenses.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management