Crossroads Financial Group

Crossroads Financial Group Move Your Finances in the Right Direction
Are you living the life you want? Facing a crossroads in li Crossroads Financial Group. Guidance for Your Whole Life.

Helping you achieve your goals is our top priority. We help you see the complete picture with comprehensive planning solutions. Crossroads Financial Group is an independent financial advisory firm. What does that mean for you? It means that our focus is on finding and helping people who want a financial advisor relationship built on shared respect and complete integrity. We care about what you car

e about. Our financial advice is built on personal connections so we can help you make wise decisions with your money and live well right now, while also planning for ways to support the causes and people closest to you. We are proud to affiliate as a firm within the Thrivent Advisor Network, which gives us the support and resources necessary to put our attention where it matters most: On you and your goals. James Elvestrom, Partner/Wealth Advisor

David Beise, Partner/Wealth Advisor

Kyle Molin, Partner/Wealth Advisor

Betsy Thayer, Partner/Wealth Advisor

Timothy Jenneke, Partner/Wealth Advisor

Bill Eggers, Wealth Advisor

Brent Henkelman, Wealth Advisor

Paul Christopher, Wealth Advisor

Our team came together yesterday for a meaningful philanthropy event—cutting and tying 50 colorful fleece blankets to be...
12/04/2025

Our team came together yesterday for a meaningful philanthropy event—cutting and tying 50 colorful fleece blankets to be donated to Children’s Hospitals of Minnesota. It was a wonderful opportunity to bond, give back, and help bring a bit of comfort to patients and their families. Proud to be part of a group that leads with heart.

The Crossroads Group updated our photo last week to add our friendly customer service reps Tim and Jenna. We are lucky t...
09/26/2024

The Crossroads Group updated our photo last week to add our friendly customer service reps Tim and Jenna. We are lucky to have such a great team!

The Crosroads Group is looking to add customer service professionals to our team. Let me know if you have questions, and...
01/19/2024

The Crosroads Group is looking to add customer service professionals to our team. Let me know if you have questions, and pass the job posting along to friendly, positive, detail-oriented people you know!

Summary The Investment Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other admin...

It’s Giving Tuesday! The team at Crossroads Financial Group loves to give back and spent our  Fall team event packing gi...
11/28/2023

It’s Giving Tuesday! The team at Crossroads Financial Group loves to give back and spent our Fall team event packing gift boxes for Operation Christmas Child. We are so grateful for opportunities to give back!

The Crossroads team packed 100 boxes for Operation Christmas Child today. We love volunteering together and having a pos...
11/08/2023

The Crossroads team packed 100 boxes for Operation Christmas Child today. We love volunteering together and having a positive impact across the globe!

This Thanksgiving we are thankful for our amazing team and for all of you…clients, friends, and family. Thank you for yo...
11/25/2022

This Thanksgiving we are thankful for our amazing team and for all of you…clients, friends, and family.

Thank you for your continued trust and support!




Planning for college is complex. Learn about the five critical things every college-bound family should know.  Join cert...
04/02/2022

Planning for college is complex. Learn about the five critical things every college-bound family should know. Join certified college planning consultant, Brent Henkelman, CCFC, Thursday, April 14th, 7:00pm at Wayzata Free Church. Parents and their high school students are encouraged to attend. No products will be sold at this event. RSVP to [email protected]

Planning for college is complex. Learn about the five critical things every college-bound family should know.  Join cert...
03/16/2022

Planning for college is complex. Learn about the five critical things every college-bound family should know. Join certified college planning consultant, Brent Henkelman CCFC, Thursday, April 14th, 7:00pm at Wayzata Free Church. Parents and their high school students are encouraged to attend. No products will be sold at this event. RSVP to [email protected]

Planning for college is complex. Join certified college planning consultant, Brent Henkelman, CCFC, Thursday November 18...
11/10/2021

Planning for college is complex. Join certified college planning consultant, Brent Henkelman, CCFC, Thursday November 18th at Wayzata Free Church from 7:00pm to 8:30pm for a college planning synergies workshop to learn 5 critical things every college-bound families should know. Parents and high school students are encouraged to attend. No products will be sold at this event. RSVP to [email protected]

May you find a way to honor the Moms and mother-figures in your life this weekend. Happy Mother’s Day!
05/06/2021

May you find a way to honor the Moms and mother-figures in your life this weekend. Happy Mother’s Day!

Happy Administrative Professionals day to the best support team! Thank you Joanna, Julie, Toni and Tracy for all the wor...
04/21/2021

Happy Administrative Professionals day to the best support team! Thank you Joanna, Julie, Toni and Tracy for all the work you do to support Crossroads Financial Group and our clients!

02/16/2021

Thrivent has challenged its employees and affiliates to a Random Acts of Kindness challenge this week. Crossroads Financial Group would love to see how you "pay it forward" by doing something special in your community this week! The prompts from Thrivent include:
❤️Kindness at Home (Do something special for your spouse, children, pet or neighbor)
❤️Kindness Outdoors (Pick up trash, plant a tree, do sidewalk art to provide cheer & hope)
❤️Kindness at Work (Mail a note to your colleague, surprise those you spend your workdays with a treat)
❤️Being Kind to Yourself (Add a new song to your favorite playlist, set aside time for a devotional, exercise, or do something just for you)
❤️Wild Card (Be creative! How can you bless a stranger, neighbor, frontline worker, small business owner?)

Address

10900 Wayzata Boulevard, Ste 220
Minnetonka, MN
55305

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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