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Joe Miedema, ChFC®, CTFA :: Financial Advisor, Alerus; Registered Representative, Infinex

Phone 701.795. 3421

Email .(JavaScript must be enabled to view this email address)

Location Grand Forks
Linked-In Brokercheck

About Joe

A 2015 addition to the Alerus wealth management team, Joe Miedema has 14 years of diverse experience in financial services, including investment management, retirement planning, estate planning, and trust administration.  He holds FINRA Series 7 and 66 securities registrations and maintains a Chartered Financial Consultant designation from the American College. Additionally, Joe holds a Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. 

Mr. Miedema provides individual and institutional clients with comprehensive wealth management and financial planning services.  He works with clients to determine their goals, and then to design, implement, and monitor an overall investment strategy that is aligned with those goals.  

Joe grew up on a farm near Jamestown, ND.  Today, he resides in Grand Forks with his wife, Missy, and their two young children.  He serves as treasurer on the Valley Memorial Homes Foundation Board.  Joe enjoys supporting his children in their various activities, specifically through coaching various youth sports. He is passionate about being outdoors, specifically golfing and upland hunting with family and friends. 

 

FINRA Broker Check

 

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 

Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

 


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