About Us
The Private Wealth Group was founded in 1976. Our professionals serve as a solutions provider for all aspects of our clients’ finances. This means we provide a combination of capital preservation and wealth creation strategies.
By working with a select group of individuals and businesses, we ensure that we thoroughly attend to each of our clients’ specific needs. We utilize a carefully orchestrated financial advisory process to monitor and implement our clients’ financial plans.
Private Wealth Group is an independent firm and branch of Raymond James Financial Services Inc., a member of the Fortune 1000 with total client assets under administration of over $223 billion. PWG is one of 2,300 Raymond James branch located throughout the United States.
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
 |
Michelle Feland
Wealth Manager, RJFS
Cell: 701-306-6340
michelle.feland@raymondjames.com
Role at PWG:
Her role at Private Wealth Group is to serve as the branch principal and to work with the firm's clients in establishing their goals and objectives, to implement their financial plans, and to monitor progress on a consistent basis.
Education, Experience & Designations:
Michelle Feland has been in the financial services industry since 1995. Since joining the industry she has specialized in corporate retirement plans, personal wealth management, including estate planning, and retirement distribution planning. She holds the designation of Accredited Investment Fiduciary®; AIF designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.
Hobbies and Interests:
Michelle is a former marathon runner who loves the outdoors, travel, and golf.
|
 |
Myron Strand
Relationship Manager
mike.strand@raymondjames.com
Role at PWG:
He is currently semi-retired and specializes in business development and relationship management for the Private Wealth Group.
Education, Experience & Designations:
Myron Strand has been in the financial services industry since 1976. Since joining the industry he has helped thousands of people put together plans to help preserve and manage their wealth. He grew up on a farm in North Dakota. Prior to entering the financial services industry he was a teacher and a coach.
Hobbies and Interests:
Away from the office he enjoys spending time at his home in Arizona, golfing, and spending time with family.
|
 |
Christopher Feland
Relationship Manager
chris.feland@raymondjames.com
Role at PWG:
His role at the Private Wealth Group is to establish and maintain corporate retirement plans, corporate benefit plans, and investment portfolios for the firm's corporate and individual clients.
Education, Experience & Designations:
Chris has been in the financial services industry since 2007 and has acquired the Series 7 General Securities and Series 66 registrations. He also holds life, health and long term care licenses in several states. Prior to that, he was a sales & marketing manager for a public company for many years in the Detroit Lakes area, and he ran a small business. Chris grew up in Bismarck, ND and graduated from Minot State University with a degree in Business Management.
Hobbies and Interests:
In his spare time, he enjoys traveling, fishing, snow skiing, boating, golf, spending time with friends, and is passionate about hunting.
|
|
Darren K. Heisler
Wealth Manager, RJFS
Cell: 303-915-6466
darren.heisler@raymondjames.com
Role at PWG:
His role at the Private Wealth Group is to work with small business owners in all financial planning aspects of their business. He also educates the Private Wealth Group clients on financial alternatives and then works with them to help establish and reach their financial goals and objectives.
Education, Experience & Designations:
Darren graduated from the University of North Dakota with a degree in Business Management with an emphasis on finance. He has been in the insurance and financial industry since 1993. He currently holds Series 7 General Securities and Series 66 registrations. He also holds life, health, and annuity licenses in several states. Darren moved his family back to North Dakota from Colorado in 2006 where he worked for Morgan Stanley.
Hobbies and Interests:
Darren enjoys golfing and coaching his three sons in multiple sports. He also likes spending his off time hanging out with his family.
|