Frandsen Investment Services Program Manager Ron Peterson announced that Rick Sall, Heather Carey, and Michael Ritland, have brought their financial planning and investment management expertise to Duluth and the surrounding area as part of Frandsen Investment Services (FIS).
Peterson said, “We are excited to welcome the entire Sall team, Rick, a Senior Wealth Advisor, and Heather, a Client Services Associate, to Frandsen Investment Services. The Sall reputation in the Duluth area is well known and we appreciate their commitment to providing superior customer service.”
On joining Frandsen Investment Services, Sall said, “I’m really looking forward to working with a committed local team. Not only do I miss the team approach, but having other advisors to bounce ideas off of will benefit my clients.”
To help Rick and Heather build the FIS program, Michael Ritland relocated to Duluth. Michael has nearly 30 years’ experience in the investment and insurance industry and with Frandsen Investment Services since 2007 and with LPL Financial since 2017.
Program Manager Ron Peterson stated, “Michael’s knowledge of the company will not only benefit our clients, but will also help Rick’s and Heather’s transition to FIS. We’re lucky to have him here in Duluth.” Ritland added, “I am excited for the opportunity and the challenge associated with this change in my position”.
The group invites existing customers as well as the public to contact them with any questions they may have. Call Michael at 218-673-5017 or Rick at 218-625-2426.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Frandsen Investment Services, and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:
* Not Insured By FDIC or Any Other Government Agency
* Not Bank Guaranteed
* Not Bank Deposits or Obligations
* May Lose Value
