UAK Diversified Wealth Management


Financial planning can be straightforward and enlightening. When we meet you for the first time, we picture you enjoying full confidence and peace in your financial matters.


We help clients with Retirement Income Planning needs 
We help clients who have Wealth Accumulation needs
We help clients who are Business Owners
We help clients who have Special Needs Family Members

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Advisors at this Office

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This Office

601 Carlson Parkway Carlson Center, Suite 1050 Minnetonka, MN 55305 Phone: (763) 355-2337

Primary Office

601 Carlson Parkway Carlson Center, Suite 1050 Minnetonka, MN 55305 Phone: (763) 355-2337

Other Offices

University Club of Saint Paul 420 Summit Ave Saint Paul, MN 55121-1567 Phone: (763) 355-2337