About Us

^About
Why Work With Us?

Our team of financial professionals is committed to building lifelong relationships while providing comprehensive financial services. Our priority is to improve the long-term financial success of our clients.

Welcome to Beck Wealth Management, one of the premier financial services firms. Financial planners specializing in retirement planning, investment planning, distribution planning, tax reduction planning, and family wealth planning. We don’t just offer advice; we craft a comprehensive path to a successful financial future with our client tailored process. Our team of financial professionals believes that exceptional financial service starts with comprehensive financial reviews, regularly scheduled meetings, strong and consistent communications, as well as educational and appreciation events.

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Our Core Values

At Beck Wealth Management, we put integrity, mission, and service at the forefront of every client interaction. We are dedicated to helping clients build financial strategies that support their unique goals.

Trustworthy

In every interaction, we are considerate of the client and/or prospect's feelings, personal information, and act with fiduciary responsibility.

Integrity

We do what we say we will do. We believe in delivering on our word and holding ourselves to the highest accountability.

Relationships

We do everything to create lasting relationships that our clients are excited to be a part of and share about who we are.

^{Our Team}
Meet The Team Behind The Planning

Bradley Beck

Owner / Financial Planner

651-464-1198

brad@beckwealthmgmt.com

I grew up in Forest Lake watching my dad work with clients. He's been doing this for 47 years now, and seeing how rewarding it could be when you actually care about helping people made the path pretty clear for me.This was my first...

Charlie Rose

Financial Planner

charlie@beckwealthmgmt.com

I went to the University of St. Thomas and got into financial planning about five years ago. What pulled me in was the analytical side of personal finance. I like diving into the numbers and figuring out how to turn those numbers into...

Luke Opsahl

Financial Planner

651-464-1198

Luke@Beckwealthmgmt.com

I’ve known since I was young that I wanted to work in financial services. After studying Economics at St. John’s University, I realized that my passion wasn’t just for markets, it was for helping people understand them. Over the past...

Jessica Harguth

Client Service Specialist

Jessica@beckwealthmgmt.com

I grew up in Forest Lake and have been in the financial industry for 15 years, starting in banking before joining Beck Wealth Management in 2024. My role here covers quite a bit. I assist our advisors in client meetings, handle...

JoAnn Imdieke

Client Services Manager

joann@beckwealthmgmt.com

I grew up in a very small town in central Minnesota. So small that when I got my first banking job, the department I worked in was actually bigger than my entire hometown. That gave me some perspective pretty early on.I've been in...

Dede Knutson

Director of First Impressions

dede@beckwealthmgmt.com

I joined Beck Wealth Management in 2020. Before that, I spent years in office administration and hospitality across financial, educational, and clinical settings. I've always believed that outstanding client service comes down to the...

Sara Beck

Operations Specialist

sbeck@fivestarteam.com

Sara joined Beck Wealth Management in 2019. She is committed to administering superior customer service and takes pride in the personalized attention she provides each client. Her impeccable client relations and highly motivated work...

Tom Imdieke

CPA

Tom@fivestarteam.com

Tom has served Five Star Financial Resources & Beck Wealth Management since 2017. He is committed to providing timely and sound tax planning and is dedicated to helping clients reach their financial goals. Tom is not registered with...

Let’s Start Planning
For Where You Want To Be

Your financial journey deserves a thoughtful, strategic partner. Connect with our team to start a meaningful conversation about your unique wealth management needs.

About Us

AboutWhy Work With Us?

Our Core Values

Trustworthy

Integrity

Relationships

Our TeamMeet The Team Behind The Planning

Let’s Start Planning For Where You Want To Be

^About
Why Work With Us?

^{Our Team}
Meet The Team Behind The Planning

Let’s Start Planning
For Where You Want To Be