Five Star Financial Resources
Brad Beck Team

Beck Team


Meet Our Team

The Beck Team is committed to providing you with superior service, personalized attention, financial expertise, and quality products.


Brad

Bradley Beck


Full Partner/Financial Planner

Brad is a full partner and financial planner at Five Star Financial Resources and has been with the firm since 1999. He is dedicated to building lifelong relationships and helping clients achieve their financial goals.

Doug

Douglas Beck


Founder/Financial Planner

Doug founded Five Star Financial Resources in 1977, a full-service financial resources firm that provides clients with sound financial strategies for life. He began his practice with an emphasis on building lifelong relationships and helping clients achieve their financial goals.

Brad

JoAnn Imdieke


Client Services Manager

JoAnn has been the Client Services Manager at Five Star Financial Resources since 2019. She has a passion for problem solving and following through to resolution. In her work she strives for the highest level of honesty and integrity.

Brad

Charlie Rose


Financial Planner

Charlie is dedicated to helping others attain their financial goals through his strong work ethic and attention to detail.

Doug

Tom Imdieke


CPA

Tom has served Five Star Financial Resources since 2017. He is committed to providing timely and sound tax planning and financial advice and is dedicated to helping clients reach their financial goals.

Joann

Dede Knutson


Director of First Impressions

Dede joined Five Star Financial Resources in 2020 as Director of First Impressions. She has a passion for providing outstanding client service and understands that it’s all about the details.

Joann

Sara Beck


Operations Specialist

Sara is committed to administering superior customer service and takes pride in the personalized attention she provides each individual client. Her impeccable client relations and highly motivated work ethic ensures efficient and accurate business processing.

Jessica Harguth


Operations Specialist

Jessica joined Five Star Financial Resources in 2024 as an Operations Specialist. She has a passion for providing superior service to clients and ensuring that their needs are met with each interaction. She strives to provide quality support to each member on her team.

Services

  • Financial, Retirement, and Income Planning
  • Investments: Stocks, Bonds, Mutual Funds, Exchange Traded Funds (E.T.F's), Municipal Bonds
  • Managed Accounts, Unified Managed Accounts and Separately Managed Accounts
  • Life Insurance
  • Estate Planning
  • Business Continuation Planning
  • Retirement Plans
  • Fiduciary Investment Plans

Ready to find out more? Let’s talk.

Forest Lake, MN


Location:
25 N Lake Street, Suite 310
Forest Lake, MN 55025
(map)

Hours: Mon -Thur 9am-5pm, Friday 9am-12pm
Office: 651-464-1198

Contact Us



Thank you for contacting us.

We will get back to you as soon as possible.



Contact Us



Thank you for contacting us.

We will get back to you as soon as possible.



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