Five Star award winners The Andersen Sillerud, Treml-Olson Group

PROFESSIONAL PROFILE

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The Andersen Sillerud, Treml-Olson Group

Robert W Baird & Co

7650 Edinborough Way Ste 300

Edina, MN 55435

Office: 952-838-8078

NAndersenSillerud@rwbaird.com, ATreml-Olson@rwbaird.com
http://www.bairdfinancialadvisor.com/andersensillerudtremlolsongroup/

We start with a thorough evaluation of your needs

If you’ve ever undertaken a family trip or a large project without a plan, you probably know how stressful and haphazard the experience can be. Taking the time to map out what you want ahead of time can put you in a position to take advantage of unforeseen opportunities that may come your way.

The same is true with financial planning. You likely have multiple financial priorities that require funding at the same time. By taking a broad and long view of your goals and concerns, we can map out the best strategies to achieving those priorities in a way that’s right for you.

•We sit down with you and discuss your goals and objectives

•We review your current investment portfolio and asset allocation

•We evaluate whether your assets and financial strategy are working toward your goals

•We identify any potential risks or shortfalls and make recommendations to address them

Nora Andersen Sillerud

VP, Financial Advisor

Phone: 952-857-5516

Nora is a thoughtful servant-leader who uses a unique combination of life experience, focus from idea/strategy through implementation, and financial acumen to advocate for clients on their journey of life and to enable the success of their companies/non-profit organizations.

With more than 30 years of financial expertise working in accounting (personal and corporate), strategic planning, and risk management, clients can feel like they are the center of the financial process; by focusing on the clients throughout their holistic wealth-management process, a meaningful relationship is built.

This process starts with undivided attention to grasp the client’s needs and goals, and then provides strategies that address its knows and unknowns. Nora’s process is unique to the goals of the clients, so that they can answer the question,

“How do I/we get the freedom to do what I/we want, when I/we want, on my/our terms, with a peace of mind.”

This refined process, in along with resources provided by Baird enables Nora to guide her clients through the complex world of wealth management-no matter the financial challenge.

Ann Treml-Olson

Financial Advisor

Phone: 952-838-8078

Engaged clients benefit from and value Ann’s enthusiasm, experience, and expertise in financial planning and investment management. The work they do together is driven by the client’s distinct goals, values, aspirations, and concerns. Ann works with clients to answer the questions that keep them up at night. She wants you to rest well and live your best life.

Ann believes everyone should realize that their relationship with money started when they were very young. Ann’s journey began when she was growing up in Green Bay, WI. Raised in a single-parent household, in the ‘60s, Ann and her siblings were taught the value of both money and hard work. Each of the three children left the house with a college education and an inexpensive, yet reliable, used car.

Her career in finance began at Marquette Banks, where she first realized she was passionate about financial literacy. Ann believes every person should understand that money is a tool; a tool to be used to create the life you want to live. Today her vehicles for increasing financial literacy is teaching retirement planning seminars at local community colleges, and through partnerships with The Associate of Financial Educators to provide no-cost financial education workshops and webinars in the workplace.

Ann has been a Certified Financial Planner™ (CFP®) since 1991. She joined Baird as a Financial Advisor in 2020 and attended the University of Wisconsin – Green Bay (UWGB) where she studied Business and Economics.

Milena R. Holm

Senior Client Specialist

Phone: 952-857-5530

Milena has over 8 years of wealth management experience and has grown as a successful financial professional. She recently joined the Andersen Sillerud, Treml-Olson Group as the team's, Senior Client Specialist. Milena focuses and dedicates herself to each client experience. Her immense attention to detail, and knowledge working with individuals and families all over the United States, has allowed her to connect with a very diverse client background.

Milena grew up in the Twin Cities, and is originally from Bogotá, Colombia. She is a classical pianist, dog owner, and has spent significant time traveling to other countries.

See Accomplishments

This award was issued on 12/1/21 by Five Star Professional (FSP) for the time period 03/29/2021 through 10/8/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Potential designation disclosure.

Baird does not offer tax or legal advice.

rwbaird.com. 800-79-BAIRD.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.