Mark W. Breneman

Mark W. Breneman

Breneman Winbush & Assoc., LLP

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $300,000

Minimum client income required: No minimum required

Title: Managing Partner

Offering advice since: 1986

Areas of focus:

  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Mark W. Breneman:

Mark has been actively involved in fee-based planning, analysis, and asset management since 1986. With an undergraduate degree from Gustavus Adolphus College, he did graduate study at the University of Minnesota. Mark earned his Certified Financial Planner(TM) designation in 1990 and completed a Masters of Science degree in 1992. Mark completed his Juris Doctor degree at Hamline University School of Law December 2007.

Prior to founding an investment advisory firm, Mark gained valuable leadership and management knowledge as he established and managed several other businesses. Mark has developed special expertise in retirement analysis for employees in higher education and has worked extensively with employees in the MnSCU system (Minnesota State Colleges and Universities). He co-founded the Academic Advisory Group, a coalition of fee-only advisors serving the needs of MnSCU employees statewide. Over the years, Mark has spoken and written extensively on topics related to retirement and asset management; he also serves on the boards of several charitable organizations.

Compensation and Fee Structures:

Hourly and asset-based fees

Licenses, Certifications & Affiliations:

* Certified Financial Planner
* SEC Registered Investment Advisor
* Member Financial Planning Association

Education:

* BA Gustavus Adolphus College, 1970
* MS Financial Planning, College for Financial Planning, 1992
* Juris Doctor, Hamline University School of Law, 2007.

Foreign Languages spoken:

German

Will provide references upon request?

Yes


Further information about Breneman Winbush & Assoc., LLP:

Breneman Winbush & Assoc., LLP

(Size of firm: 0-9 advisors)

Client-Centered Long-Term Advisory Relationships
Our priority is on creating long-lasting client relationships based on the quality of the advice we provide. In a recent meeting of our Client Advisory Board, clients told us that they prefer our advice-based approach over the product-centered sales approach they have experienced in the past when working with brokers or insurance agents. These clients gave resounding praise for the client-centered approach that Breneman Winbush & Associates has consistently delivered over the long term.

We take your dreams and goals very seriously, and we commit our expertise and resources to help you achieve your dreams and build a legacy for generations to come. Our firm specializes in helping clients plan for the retirement lifestyle they desire - giving them the opportunity to truly enjoy their retirement years. And we help our clients plan for efficient distribution of assets - allowing them to significantly impact the causes and people they cherish.

At Breneman Winbush & Associates, we tailor our service to your needs. Depending on your goals and dreams, we can work with you on selected elements or a complete suite of services including the following:

* Advice on Employee Stock Options
* Asset Management
* Cash Flow Analysis
* Education Funding
* Estate Planning
* Retirement Planning and Income Distribution Strategies
* Risk Management
* Second opinion on current financial planning and investment strategies
* Tax Planning


Contact Information for Mark W. Breneman

Phone: (507) 280-4322
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Fax: (507) 280-8099

Address for Mark W. Breneman:
1530 Greenview Drive SW
Suite 205
Rochester, MN, 55902

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