Deerwood Bank

Wealth Management

Access your LPL Financial Account

At MidAmerica Wealth Management, we're here to serve you.

Our team understands your concern for your financial future and offers you personalized, objective guidance backed by over 40 years of experience in the financial services industry.

As a full-service brokerage firm available to clients of Deerwood Bank, MidAmerica Wealth Management offers clients access to an assortment of quality, non-proprietary products and services. When you partner with MidAmerica Wealth management we pledge to provide unparalleled and reliable service, a balanced approach to managing your investments, honest communication and a long-lasting relationship.

We're here for you to help you make the most of your life and plan for a healthy retirement.

 

Our Approach

From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future. We take into account your current needs and investment strategies to gain a better understanding of your goals.

We develop a selection of appropriate strategies and offer recommendations as to which are best suited for you. Once you've had time to review and you agree on the best approach to take, we put your customized plan into action. Throughout the life of your investments, we remain in contact with you, our valued client, to make adjustments if necessary and guide your investments down the most prudent path.

 

Above Reproach

MidAmerica Wealth Management's team has built relationships with clients based on insightful guidance, mutual respect and trust.

MidAmerica Wealth Management is backed by the resources of LPL Financial, the nation's largest independent broker/dealer.* (As reported by Financial Planning Magazine, June 1996-2016, based on total revenue.) This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology. Because of LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

Because of our established investment approach, team collaboration and strict code of ethics, we have earned a reputation for client satisfaction.

 

Products & Services

  • Financial Planning
  • Retirement Planning
  • Investment Portfolio Analysis
  • Fee-based Asset Management
  • Education Planning
  • Variable and Fixed Annuities
  • Corporate 401(k), Retirement Plan & Investment Management
  • Tax Planning
  • Life and Long Term Care Insurance

 

Trusted Guidance

Michael Haverkamp, CFP

Michael Haverkamp, CFP®

As a CERTIFIED FINANCIAL PLANNER, Michael Haverkamp possesses a sincere interest and passion to understand his clients' needs and develop comprehensive strategies to pursue their financial goals and objectives.

Mike holds a degree in Business Finance as well as the investment and securities registrations with LPL Financial Series 7, 63 & 24 and CERTIFIED FINANCIAL PLANNER certification.

Mike is actively involved in his community and has formerly served on the board of local chambers of commerce, non-profit and community organizations. Mike has received the Visions of Excellence Award - Outstanding Community Involvement - from the River Heights Chamber of Commerce. Mike is married with two children and enjoys the outdoors.

651.643.8402    mike.haverkamp@lpl.com

 

Bill Hennessey, Wealth Manager

Bill Hennessey, Wealth Manager

As an LPL Registered Representative, Bill Hennessey appreciates the independent framework LPL Financial and MidAmerica Wealth Management bring to his practice. Bill uses a comprehensive approach to managing his client's wealth. He focuses on each client's goals, values and individual circumstances.

A graduate of St. John's University, Bill holds a degree in Business Administration, as well as the investment and professional registrations with LPL Financial of FINRA 7 & 63. Bill brings over 30 years of investment and professional management experience to MidAmerica Wealth Management.

Bill is active in his community and is married with 3 children.

651.634.6310    bill.hennessey@lpl.com

 

Lisa Dargontina, Registered Wealth Assistant

Lisa Dargontina, CLIENT SERVICES MANAGER

As the Client Services Manager for MidAmerica Wealth Management, Lisa prides herself on providing excellent customer service and customized resolutions to all of MidAmerica client’s needs.

Lisa holds a degree in Business Communications as well as the investment and securities registrations with LPL Financial Series 7 & 63. She was a member of the inaugural graduating class of LPL Admin U.

Lisa enjoys volunteering in the community as well as traveling, cooking and the theatre.

651.643.8410    lisa.dargontina@lpl.com

 

 

MidAmerica Wealth Management 1060 Dakota Drive, Suite 204 Saint Paul, MN 55120

 

* Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Deerwood Bank and MidAmerica Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, FL, IA, MN, ND, NM, OH, OK, OR, WI. Please note that not all of the investments and services mentioned are available in every state.

Not FDIC Insured * No Bank Guarantee * May Lose Value * Not a Deposit
Not Insured by any Federal Government Agency