Solutions Technology Click Here to Learn More Investments Click Here to Learn More Business Services & Support Click Here to Learn More Turn-Key Marketing Insurance Transition Services, Training, & Communication Click Here to Learn More Click Here to Learn More Click Here to Learn More 2008 Founded in Minneapolis, MN by Dan Hunt $2.5B+ Assets under management as of 12/31/2023 20,000+ Client accounts serviced annually 275+ Retirement plans serviced annually