Nicole N. Middendorf, CDFA
LPL Financial Advisor
As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for individuals. Nicole is a frequent contributor in the media, where she makes guest apprearances to discuss personal finance. Nicole focuses on education for her clients for her mission is to help individuals create wealth from the inside out.
Nicole graduated from St. Cloud State University in St. Cloud, Minnesota with an International Business degree. Prior to forming her own company, Prosperwell Financial, Nicole was a Financial Advisor and Retirement Planning Specialist with Morgan Stanley in Wayzata, Minnesota. Nicole now offers her clients access to a wide range of financial products through LPL Financial, which include stocks, bonds, mutual funds, exchange traded funds, asset management and insured certificates of deposit. Nicole is also licensed in Life Insurance, Fixed Annuities as well as licensed to offer Variable Annuities and Managed Futures through LPL Financial.
Nicole was born and raised in Minnetonka, Minnesota. Nicole lives in Wayzata with her son Parker Jefferson and daughter Gabrielle Rose. Outside of work, Nicole enjoys boating, spending time with her kids and crossing items off her "Live It List" such as skydiving, flyboarding, swimming with dolphins and many more.
Nicole is a board member for the TwinWest Chamber and BestPrep and s so on the Advisor and Institutional Panel for LPL Financial. She is a member of National Association of Women Business Owners (NAWBO), Collaborative Law Institute, Cooperative Practice Network, Women Entrepreneurs of Minnesota, Women in Networking and several area chambers. Nicole is also the founder of Chicks and Charity which raises money for Financial Literacy and Domestic Violence.
Nicole is a recipient of numerous awards throughout the years which shows her commitment to others:
- 2003: 25 Women to Watch from The Business Journal, Woman on the Way from NAWBO, Women of Achievement from TwinWest Chamber of Commerce
- 2004: Outstanding Young Woman of the year from the Minnesota Women of Today, Volunteer of the year from BestPrep
- 2006: Young Business Woman of the Year from NAWBO
- 2007: Women of Achievement from NAWBO, Top Women in Finance from Finance & Commerce
- 2010: ATHENA Award from the Eden Prairie Chamber of Commerce, Top Women in Finance Circle of Excellence from Finance and Commerce
- 2012: 40 Under 40 from the Minneapolis/St. Paul Business Journal, Small Business Person of the Year from the Eden Prairie Chamber of Commerce, Bronze level Stevie Award for "Female Entrepreneur of the Year - Business Services"
- 2013: Entrepreneur of the year from the TwinWest Chamber
- 2013 Innovation in Finance Woman Business Owner of the Year from NAWBO
*Awards based on overall visibility, community activity, and service.
Chris has been advising clients and addressing their wealth management needs as a financial advisor for 15 years. Chris works with his clients to create strategic plans based on their goals, inside a personalized wealth plan that addresses their needs including: retirement and income planning, college savings, as well as 401(k) plan managment.
Chris graduated from the University of St. Thomas with a degree in Marketing with a concentration in Management. FINRA registrations include: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 31 (Managed Futures) (held through LPL Financial) as well as Life, Health, and Variable Annuity insurance licenses in several states.
Along with his wife Delsey, an Anesthetist at Region's Hospital in St. Paul, they recently welcomed twins (JT and Sonny) in January 2012 and they are looked after by their big sister Saona. Chris enjoys visiting his cabin on the lake he grew up on near Fergus Falls, MN where he enjoys boating, fishing, and spending time with his family.
Private Wealth Advisor
Soukkay is a Private Wealth Advisor that takes pride in being very professional and courteous. He has over 16 years of experience in the securities industry focusing on retail investors. He has extensive knowledge with stocks, bonds, ETF's, mutual funds, annuities and options. Soukkay believes in building a long-term relationship with each client and their family. He creates a customized investment portfolio to meet each client's specific needs and goals. Soukkay is passionate about the economy and the financial markets. As a client you will be informed with the latest market changes and be assured that your financial plans will be carefully monitored on an onging basis.
Soukkay attended Fresno State University of California and the University of Minnesota where he studied Finance and Economics. Soukkay has the following FINRA registrations held with LPL Financial: Series 7 (General Securities Representative), Series 66 (Uniform State Law) and Series 24 (General Securities Principal). He is also licensed in Life, Health, Long-Term Care, Fixed and Variable Annuities.
Soukkay came over from Laos at the age of 9 and is fluent in Laotian. He currently resides in Maple Grove, MN with his three boys Austin, Gaige and Ashton. He enjoys cooking, golfing, camping and playing basketball with his boys. He also volunteers as a coach for the OMGBA basketball league along with being actively involved in his community.
Tara Holthus, CRPC
Private Wealth Advisor
Tara is a Private Wealth Advisor and Chartered Retirement Planning Counselor who is dedicated to providing personalized service to each and every client. She has worked with clients in various stages of life and is dedicated to learning more about her client's personal goals as well as their financial goals, so that she can keep her clients on track for what is most important to them. She values the relationships she builds with her clients and provides on-going, proactive follow up through regular reviews.
Prior to joining the Prosperwell team, Tara was a financial advisor with Ameriprise Financial where she was frequently recognized as a "Circle of Success" advisor for her contributions. She attended Mankato State University and earned her designation at the College for Financial Planning. She is also a student of Organizational Leadership at Concordia University. FINRA registrations include: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) all held through LPL Financial. She also holds her Life, Health and Variable Annuity Insurance licenses in several states as well.
Tara lives in Maple Grove,MN with her husband grant and daughter Bree. She enjoys spending time with family and friends, traveling and boating. She also volunteers her time educating low income women on financial literacy and annually at the Special Olympics.
Katherine E. Bomstad Plotnik
Director of Marketing
As Director of Marketing, Katherine's main focus is the marketing and promotion of Prosperwell Financial. She is continually implementing new ways to gain visibility of Prosperwell through social media, email marketing, sponsorships, and establishing an online presence. Katherine uses these methods to not only market to prospective clients but also for speaking engagements and media opportunities for Prosperwell.
Katherine grew up in Delano, Minnesota where she still currently resides. After high school, she attended St. Cloud State University to pursue Marketing and graduated in 2009. Katherine started her career with Prosperwell Financial in March 2010 and has contributed greatly to the growth of the company.
Krista L. Insley
Client Relations Manager
Krista joined Prosperwell in 2009 as the Client Relations Manager. She enjoys working closely with clients and helping them transfer accounts, roll over their old 401(k) plans and setting up their distributions and contributions. She is currently working on getting her Series 7 to further help the practice.
Krista resides in New Hope, Minnesota. She has a Bachelor's Degree in Liberal Arts with an emphasis in Elementary Education from St. Cloud State University. In her free time she enjoys spending time with friends and family. She also enjoys scrapbooking, reading and volunteering her time at church.
Client Service Associate
In the spring of 2013, Erica joined our practice as a Client Service Associate. Before joining Prosperwell, she worked at another LPL Branch office for 6 years. Because of her experience working with LPL Financial, Erica is very knowledable in the processes associated with client accounts.
Erica currently resides in Plymouth, Minnesota with her two boys. In her free time, she enjoys spending time with her family as well as reading and cooking.
Meghan began her career in the financial services industry in 2010 and has been working as a sales and client services associate with LPL since 2011. She has her MN Life, Accident and Health Insurance Licenses. She enjoys working with clients and learning more about investments.
Meghan is a Minneapolis South HS and Gustavus Adolphus College graduate with a Liberal Arts degree in Business Management. She earned the All-American award in the sport of Gymnastics and was also part of the Track and Field team. She continues her involvement in the sport at Head Coach of the Hopkins HS Gymnastics team and this will be her 9th year as a MN HS League Gymnastics Official. Other activities Meghan enjoys are golfing, boating, going to Vikings games and traveling abroad to visit her family.
Director of First Impressions
When you call or visit our office, you will most likely be greeted by Lura. Prior to joining our team in November of 2013, Lura worked as an executive assistant after getting her Associates of Applied Science in Business Management. She is excited to learn and grow within our company.
Lura grew up in Southern Minnesota and currently resides in Minneapolis. When she isn't working, she enjoys spending time with her family and friends, listening to music, reading and going camping.