Jeffrey Tegeler, CLU, ChFC, CFP, JD

Jeffrey Tegeler, CLU, ChFC, CFP, JD

Principal

Phone: 952-229-1514
Fax: 952-941-7064
E-mail:
 

Professional Specialties*

  • Wealth Transfer Planning
  • Estate Analysis
  • Business Continuation Planning
  • Insurance Tax Planning

Qualifications

  • J.D., University of Iowa College of Law
  • B.A., University of Iowa
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Certified Financial Planner™ (CFP®)
  • Former Vice President Advanced Underwriting, Swenson Anderson Associates
  • Former Senior Advanced Underwriting Counsel, Minnesota Mutual Life
  • Former Estate Analyst, Principal Financial Group
  • Registered Representative and Investment Advisor Representative with NFPAS.
     

Articles

  • Financial and Estate Planning Quarterly (1988)
  • The Journal of the American Society of CLU and ChFC (1988, 1991, 1992)
  • Footnote (1995, Published by the Minnesota Society of Certified Public Accountants)

Speeches and Instructions

  • 11th, 12th and 13th Annual Estate and Personal Financial Planning Conference (sponsored by the MN Society of Certified Public Accountants)
  • 53rd and 54th Tax Institutes (Sponsored by the MN State Bar Association)
  • 17th Annual Planned Giving Conference
  • 17th Annual Probate and Trust Law Section Seminar (Sponsored by the MN State
    Bar Association)
  • 1996 International Association of Financial Planners' Annual Meeting
  • Hennepin County Bar Association - Business Banking, Franchise, Probate and Estate sections
  • Dean, Minnesota Advanced Life Underwriting Institute: 1991, 1992, 1993 & 1998
  • 1996 Annual Meeting American Society of CLU and ChFC