THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER MINNEAPOLIS, MN AREA

DYLAN WONDRA, CFP®

Director, Strategic Relationships

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  • dylan@redhawkwa.com

  • 952-698-5917

  • 7700 France Ave S, Suite 430, Minneapolis, MN 55435

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I have been in the financial industry working with a few different firms. I started my career with Wells Fargo as a Personal Banker, helping clients with their personal and business banking needs. After years with Wells Fargo, I had many clients coming to me for advice that I was unable to provide in my current position. I joined Ameriprise Financial to more holistically help my clients with all their financial needs. My experience at two of the largest financial firms has given me a broad knowledge of the financial industry, but I quickly realized that working for a large company came with pressure to sell products or services to my clients. At Redhawk, a fiduciary approach is always put first, and I knew I would be able to provide the best advice for my clients with a firm that shared the same values.

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My attention to detail, good listening skills, empathy and communication is truly what is appreciated by my clients. I am effectively supported by a team of administration, investment product specialists and insurance product specialists whose teamwork and professionalism help me to more holistically help my clients. My goal is to build long-term relationships while providing advice with my client’s interests first.

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I am a proud recipient of University of Minnesota-Duluth’s Bachelor of Business Administration, Finance Degree. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Candidate for my Chartered Retirement Plan Specialist designation. My focus is financial planning, taking a comprehensive look at a client’s situation to provide the best advice for them.

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Away from the business, I enjoy golfing, fishing (anything outdoors), and spending time with my family and friends.

OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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