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Wealth Management

At MidAmerica Wealth Management, we're here to serve you.
Our team understands your concern for your financial future and offers you personalized, objective guidance backed by over 40 years of experience in the financial services industry.

As a full-service brokerage firm available to clients of American Bank, MidAmerica Wealth Management offers clients access to an assortment of quality, non-proprietary products and services. When you partner with MidAmerica Wealth Management, we pledge to provide unparalleled and reliable service, a balanced approach to managing your investments, honest communication and a long-lasting relationship.

We’re here for you to help you make the most of your life and plan for a healthy retirement.


Our Approach
From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future. We take into account your current needs and investment strategies to gain a better understanding of your goals.

We develop a selection of appropriate strategies and offer recommendations as to which are best suited for you. Once you’ve had time to review and you agree on the best approach to take, we put your customized plan into action. Throughout the life of your investments, we remain in contact with you, our valued client, to make adjustments if necessary and guide your investments down the most prudent path.
 
Above Reproach
MidAmerica Wealth Management’s team has built relationships with clients based on insightful guidance, mutual respect and trust.

MidAmerica Wealth Management is backed by the resources of LPL Financial, the nation’s largest independent broker/dealer.* (As reported by Financial Planning Magazine, June 1996-2012, based on total revenue.) This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

Because of our established investment approach, team collaboration and strict code of ethics, we have earned a reputation for client satisfaction.
 
Products & Services
  • Financial Planning
  • Retirement Planning
  • Investment Portfolio Analysis
  • Fee-based Asset Management
  • Education Planning
  • Variable and Fixed Annuities
  • Corporate 401(k), Retirement Plan & Investment Management
  • Tax Planning
  • Life and Long Term Care Insurance
     
Trusted Guidance

MICHAEL HAVERKAMP, CFP®
As a CERTIFIED FINANCIAL PLANNERTM, Michael Haverkamp possesses a sincere interest and passion to understand his clients’ needs and develop comprehensive strategies to pursue their financial goals and objectives.

A graduate of St. Cloud State University, Mike holds a degree in Business Finance as well as the investment and professional registrations with LPL Financial FINRA Series 7, 63 & 24 and CERTIFIED FINANCIAL PLANNERTM designation. Mike brings nearly 40 years of experience in the financial services industry to MidAmerica Wealth Management.

Mike takes an active role in his community and is a board member of Inver Hills Community College Foundation and Progress Plus - South St. Paul and Inver Grove Heights economic development group. He has received the Visions of Excellence Award - Outstanding Community Involvement - from the River Heights Chamber of Commerce and has been a Five StarSM Wealth Manager for over five years (as seen in Twin Cities Business and Mpls/St. Paul Magazine). Mike is married with two children and enjoys the outdoors.

  651.643.8402 • mike.haverkamp@lpl.com
   
BILL HENNESSEY, WEALTH MANAGER
As an LPL Registered Representative, Bill Hennessey appreciates the independent framework LPL Financial and MidAmerica Wealth Management bring to his practice. Bill uses a comprehensive approach to managing his client’s wealth. He focuses on each client’s goals, values and individual circumstances.

A graduate of St. John’s University, Bill holds a degree in Business Administration, as well as the investment and professional registrations with LPL Financial of FINRA 7 & 63. Bill brings over 30 years of investment and professional management experience to MidAmerica Wealth Management.

Bill is active in his community and is married with 3 children.

651.634.6310 • bill.hennessey@lpl.com

   
LISA DARGONTINA, LPL REGISTERED SALES ASSISTANT
As an LPL Registered Sales Assistant, Lisa prides herself on providing excellent customer service, and customized resolutions to all of MidAmerica clients’ needs.

A graduate of the University of St. Thomas, Lisa holds a degree in Business Communications as well as the investment and professional registrations with LPL Financial of FINRA 7 & 63. She was a member of the inaugural graduating class of LPL Admin U.

Lisa is active in her community, serves as the Treasurer of Bright Keys Townhome Association and volunteers with local non-profits. In her spare time, Lisa enjoys the cinema, traveling, cooking and bowling.

651.643.8410 • lisa.dargontina@lpl.com
   
MidAmerica Wealth Management • 1060 Dakota Drive, Suite 204 • Saint Paul, MN 55120

* Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. American Bank and MidAmerica Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Not FDIC Insured * No Bank Guarantee * May Lose Value * Not a Deposit
Not Insured by any Federal Government Agency

  © 2014 American Bank of St. Paul