Broker Check


Rock Rapids, IA

Corey Heimensen, AIF




Corey's investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Olson Heimensen Retirement & Wealth Planning, holding Securities Registrations 7, 63, and...

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Nicole Kruger

Administrative Assistant


Nicole has been with Olson Heimensen Retirement & Wealth Planning since March of 2017. She is the first person to greet clients when they arrive at the office. Her responsibilities include setting up appointments and assisting as needed...

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Shardell Teunissen

Operations Manager


Shardell joined Olson Heimensen Retirement & Wealth Planning in July 2012. Shardell's primary responsibilities include administration of the computer system, managing the operational flow of the business, and assisting...

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Tarah Knobloch

Communications & Marketing Specialist


Tarah joined the Olson Heimensen team in April of 2018. As the Communication Specialist, she is responsible for executing effective marketing strategies...

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Blaine, MN

Tim Kunkel, CFP

Financial Advisor

(763) 205-2664

(763) 205-2771

Tim Kunkel has 30 years of experience and has been a board Certified Financial Planner™ professional since 1987. Mr. Kunkel is also a Chartered Retirement Plans Specialist™.

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Sioux Falls, SD

Caleb Montag, CFP

Financial Advisor


Caleb has been in the financial planning industry since 2012. Since beginning his career he has helped many individuals, families, and business owners find solutions to their financial needs. Caleb is a Certified Financial Planner...

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