Our team listens to your needs. We are interested in and care about your personal and financial well being.
To help you reach your goals, members of the WFG team draw on multiple areas of expertise and experience. Each team member is a top notch professional with strong values and the ability to make a positive impact over a long-term relationship.
JERRY WADE, CFP®, CFS
Chief Wealth Advocate
"We feel people choose WFG based upon our FEE-ONLY objectivity and the special attention we pay to our clients.”
Career Summary: Mr. Wade is president of Wade Financial Group, Inc. (WFG), an independent, FEE-ONLY advisory firm in Minneapolis which provides comprehensive financial planning services, tax planning, investment management and estate planning for high net worth families located across the U.S. A native of New Castle, Indiana, Mr. Wade is a 1981 graduate of Ball State University (BSU) in Muncie, Indiana, with a Bachelor of Science Degree in Communications. While at BSU, Mr. Wade was a collegiate swimmer and worked in radio.
Before founding WFG in 1994, Mr. Wade spent 10 years associated with American Express Financial Advisors. During his tenure with Amex, Mr. Wade functioned as a financial planner, trainer and strategic consultant to IDS/Amex senior management.
Role at WFG: Mr. Wade chairs the firm’s Investment Committee, supervises the delivery of all services and is integrally involved with the strategic planning to help clients achieve their financial objectives.
Professional Credentials: Mr. Wade is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Certified Fund Specialist. He is a member of NAPFA (National Association of Personal Financial Advisors), which advances FEE-ONLY planning. He is also a member of NACFC (National Association of Christian Financial Consultants).
Radio & Television
Mr. Wade has appeared on the following: CBN’s “700 Club”, Public Television’s “The Financial Advisors”, KARE 11, KMSP Channel 9, KCCO and WCCO with Dark Star and Rita Maloney. Jerry Wade was also the host of the financial talk show, "Make Money Now" with Jerry Wade on 1570 AM the Patriot II in Minneapolis.
Print - Published
Mr. Wade has had articles published in MN Business & Opportunities, The Minneapolis Star and Tribune, Mutual Fund Magazine, RIA News, St. Paul Pioneer Press and Financial Planning Practitioner. He is also a contributing author to “Building Your $1,000,000 Nest Egg” by Aspatore books.
Print – Contributions
Mr. Wade has been quoted in, contributed to or featured in: Wall Street Journal, Boston Globe, Bloomberg Financial, Mature Outlook, Black Enterprise, The Robb Report, RIA News, Mutual Fund News, Financial Planning Magazine, Dow Jones Investment Advisor, “Sound Money” newsletter, Journal of Financial Planning, Smart Money Interactive, Investment News and Financial Planning Interactive.
Executive Vice President; Lead, Tax Department
"I enjoy developing creative, money-saving tax strategies for each client's unique financial situation. As someone who's been involved with Wade Financial Group from its earliest days, I've been thrilled to see it grow under Jerry's leadership."
Career Summary: Mr. Brunberg has a substantial history of working with Minnesota's wealthiest families. Founder and CEO of Brunberg, Blatt and Company, Inc., a leading Minneapolis provider of tax and accounting services, Mr. Brunberg has served hundreds of high net worth individuals. Previous positions include Managing Tax Partner at the Minneapolis office of Pannel, Kerr, Forster (now PKF International) and Tax Manager at Ernst & Young.
Professional Credentials: Bachelor of Science in Accounting and Finance, St. Cloud State University; extensive graduate coursework in taxation; numerous CPE courses and credits. Mr. Brunberg has over 30 years of experience as a CPA.
Association Involvement: Honorary Life Member, Minnesota Society of CPAs
BOB SMREKAR, AIF®
"I enjoy working with a variety of clients helping each of them meet the goals that are unique to their individual situation."
Career Summary: Mr. Smrekar is responsible for meeting with clients and developing plans with strategies that deal with retirement planning, investment planning, stock option planning, maximizing employee benefits, diversifying concentrated stock options and minimizing tax liabilities. Mr. Smrekar was an advisor with Stephens Foster Financial Advisors and prior to that he served as a financial advisor at Wings Financial Federal Credit Union and Greater Midwest Financial Group. He was also with Analysts International Corporation for ten years working in the areas of accounting and finance.
Professional Credentials: Bachelor of Science in Accounting and Finance, Augsburg College. He is an Accredited Investment Fiduciary (AIF®).
Association Involvement: National Association of Professional Financial Advisors (NAPFA), Minnesota Fiduciary Roundtable, Suburban Hockey Referees' Association, Various Committees at River Valley Church, Lakeville Fastpitch Softball Association Board Member
Volunteer: FANS Race Volunteer, Girls' Softball Coach
Investment Portfolio Associate
"I believe that my wide range of experience, combined with my personality, complement the organization and culture at WFG."
Mr. Asmus works closely with Jerry Wade and Blaine Conklin to manage the investment department. Together, they research and make investment decisions in keeping the clients' best interest first and foremost. Prior to coming on board at WFG, he worked for a family of independent broker dealers as a trader/analyst, serving 700 institutions and 5000+ financial professionals.
Professional Credentials: Mr. Asmus graduated cum laude with a Bachelor of Arts degree in Financial Management from the University of St. Thomas. He is currently a Level II candidtate for the Chartered Financial Anaylst (CFA) designation.
Investment Portfolio Associate
“I admire WFG's client first philosophy and continue to use my knowledge and experience to contribute to the investment department on a daily basis.”
Career Summary: Mr. Conklin works with Jerry Wade and Nick Asmus in the investment department, researching and managing client portfolios. Before coming to WFG, Mr. Conklin worked for an investment firm in Wayzata, MN as a Registered Sales Associate.
Professional Credentials: Mr. Conklin graduated with a Bachelor of Arts in Financial Economics and a minor in Computer Science from Gustavus Adolphus College. He is currently a Level III Candidate for the Chartered Financial Analyst (CFA) Designation.
"My position allows me to be the first point of contact for our clients and to help them with their day to day needs."
Career Summary: Ms. Owata handles the majority of the client service responsibilities for Wade Financial Group. She assists clients with paperwork and is the primary liaison between Schwab and clients. She also serves as Mr. Wade's Executive Assistant. Prior to joining WFG, Ms. Owata worked for 10+ years in the financial industry for RBC Dain Rauscher as well as Wells Fargo Securities.
Volunteer: FANS Race volunteer, Meals on Wheels, American Cancer Society, Feed My Starving Children
Consulting Paralegal - Manager of Estate Planning Services
“My training, life experience and position at WFG allow me to help our clients consider, design and prepare comprehensive and reassuring estate plans.”
Career Summary: Mr. Gosman helped design WFG's Estate Planning Service and has twelve years of experience in estate planning and implementation for high net worth families. His prior experiences include adult education, IRS Taxpayer Service, executive management of local non-profit organizations and entrepreneurial enterprises in print and community TV media. Mr. Gosman is a consulting paralegal (epis.net) for WFG, and also is a part-time officer for TSA-US Department of Homeland Security.
Professional Credentials: Bachelor of Arts, University of Pennsylvania; Paralegal Certificate, Minnesota Paralegal Institute. Various certificates from advanced professional seminars.
Association Involvement: Minnesota Paralegal Association; Minnesota Bar Association (non-attorney member).
Volunteer: Twin Cities Schools Telecommunications Group, Jewish Alliance for Justice and Peace