• e-Statements
• CIB Holiday Hours
• Find an ATM
• Switch Kit
• Change of Address

Sarah Wells

Investment Executive
Investment Services Manager
St. Louis Park or by appointment at any location
952-915-8560

• Holds Series 7, 24, 63, and 65 securities registrations
• Licensed by the State of Minnesota for insurance
• 11 years of financial services experience

Tom Hebig

Investment Representative
St. Louis Park
952-915-8585

• Holds Series 7 and 63 securities registrations
• Licensed by the State of Minnesota for insurance
• 18 years financial services experience

Shirley Kramer

Investment Representative
Robbinsdale
763-302-3217

• Holds Series 6 and 63 securities registrations
• Licensed by the State of Minnesota for insurance
• 33 years financial services experience

Greg Palmer

Investment Representative
Hopkins
952-908-2261

• Holds Series 7 and 63 securities registrations
• Licensed by the State of Minnesota for insurance
• 11 years financial services experience

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: Not FDIC insured | May go down in value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.