Joseph Feldmeier


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Joseph Feldmeier, CFP©, is a partner and CERTIFIED FINANCIAL PLANNER  Professional at Ascend Financial Group. Joe is committed to building trust with his clients and specializes in retirement planning, estate planning, asset/wealth management, and insurance solutions. 

    Dedicated to serving clients in the financial services arena for nearly a decade. Joe strives to provide clarity to his clients to help enrich their financial lives. He is a valued resource to his clients who rely on his expertise through both good and bad times. The service Joe provides his clients allows them to spend more time doing the things they love without having to worry about navigating their finances alone.

    Joe lives in Plymouth, Minnesota with his wife, Liz. In his free time, he enjoys golfing, working out, playing rugby and traveling. Joe regularly gives back to his community and is a volunteer with Loaves and Fishes, a member of the St. John’s Young Fellows Association, his St. John’s University Class Committee, and serves on the board of the Highland Friendship Club and the Eastside Banshees Rugby Club.

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    Charterpoint Wealth Strategies

    Satellite Office

    2 Carlson Parkway North Suite 320
    Plymouth, MN 55447

    CRN202007-232470