Josh Baltzer

Background

About Josh Baltzer

Background and experience: I was born and raised in the Twin Cities and still call it home today. I graduated from the University of Minnesota Duluth in 2010 with a Finance and Marketing degree. While attending school at UMD I also studied abroad in Australia, which sparked my appetite for travel. The next adventure brought me back to Minnesota where I joined Cargill Risk Management and embarked into the world of over the counter commodities trading. This experience in financial markets prepared me for my next role as a Financial Advisor. To better serve our clients I earned my CERTIFIED FINANCIAL PLANNER™ certification Focus: As a team we strive to help each client plan for a financial future in a way that best meets his or her goals, by helping build, manage, preserve, and transition their wealth. The Baltzer Wealth Management Group has over 100 years of combined industry experience focusing on wealth management, liability management, investments, insurance, and trust and fiduciary services through affiliates. Away from the office: Anyone who knows me can attest that I am an adventurer at heart and enjoy the thrills of exploring new places, snowboarding, waterskiing, golfing, fishing, mountain biking, hockey, snowmobiling and the list goes on. Thanks to Courage Kenny Rehabilitation Institute, I also help the disabled enjoy the outdoors as a volunteer snowboard instructor. On the weekends you’ll find me spending quality time with family and friends up north on Gull Lake. Insurance products are offered through our affiliated non-bank insurance agencies. This information is intended for residents of AZ,CA,CO, DC, DE,FL,GA,IL,IN,MA,MN,NC,NJ,OR,SD, TN, Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on