Wealth Progression Group
Financial ServicesView the employees at
Wealth Progression Group-
Chelsea D. Financial Assistant
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Rising Star
Courtney Eisenbraun Director of Operations - Passionate about Finance & Helping Others - Maintaining my SIE, 7, 63, and 65 financial licenses.-
Minneapolis
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Rising Star
Robin Edgar Wealth Strategist at Wealth Progression Group-
Wayzata
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Rising Star
Meghan Pederson Financial Assistant at Wealth Progression Group-
Rising Star
Overview
At Wealth Progression Group, we believe that everyone deserves a group of trusted professionals to rely on for guidance when they need it. That is where we come in by creating specialized wealth strategies catered to your needs and goals no matter where you are on your financial journey. Our first priority is helping you feel confident with your finances—Please take the time to explore our website and video library to learn more about how partnering with us could benefit you and your family. Material shared is for informational purposes only, does not indicated suitability for any particular investor, and is not tax or legal advice. Please speak with your own tax and legal advisors for guidance regarding your particular situation. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results and should not be relied upon as such. Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.
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