$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
With 28 years of advising clients, Rose Windschitl is an experienced Financial Advisor. Rose works with her clients to develop wealth management strategies to help them address their financial needs and goals. Rose's greatest strength is her ability to build strong client relationships based on mutual trust and understanding.
A graduate of Saint Cloud State University with a Bachelor of Science degree in Business and Marketing, Rose holds Series 7, 63 and 65 securities licenses, as well as a Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.
Rose currently serves on the St. Boniface Endowment Fund and Advisory Committee. She is also a member of the Central Minnesota Estate Planning Council and Central Minnesota Chapter of Leave a Legacy. She is a past board member and financial committee chair of CentraCare Health Foundation.
Rose and her husband live near Cold Spring, MN. They have four children and three grandchildren. Rose enjoys skiing, biking, canoeing, reading, and quilting.
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Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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