Let's move forward. Together.

For your goals. For your future.

Zeeb Group Indoors

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Craig Zeeb

    Craig Zeeb

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • IN
    • MA
    • MI
    • MN
    • MO
    • MS
    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • SD
    • TN
    • TX
    • VT
    • WA
    • WI

    Craig began his career in the Financial Services industry in 1995. His professional areas of focus include Portfolio Management, Retirement and Estate Planning Strategies. Having earned the title of Senior Portfolio Manager, Craig has the ability to manage his client's portfolios on a discretionary basis using our Portfolio Managed Program. This program allows him a greater level of investment management flexibility and emphasizes an individually tailored approach to investing.

    Craig enjoys coaching his son on the Prior Lake baseball and basketball teams, playing golf, tennis and spending time with his wife Brenda and their two children, Jackson and Ali.

          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
        • Chris Forsberg

          Chris Forsberg, CFP

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          • AZ
          • CO
          • FL
          • IA
          • IL
          • MN
          • MS
          • NC
          • NE
          • NV
          • OH
          • OR
          • SD
          • TX
          • WA
          • WI

          Chris joined UBS in 2005. He enjoys working with clients to lay out a road map to achieve their financial goals. Prior to becoming a Financial Advisor, Chris was the financial planning specialist in the region, where he put together Financial Goal Analysis plans for high net worth clients across the state.

          Chris earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as passing the CFP® certification Exam. Chris received his B.A. in financial economics from Gustavus Adolphus College, attending on a music scholarship. He has his Series 7, 66, as well as life and health insurance licenses.

          When he's not working, Chris is an active member of the Minneapolis music community. He plays the fiddle in multiple bands, and has played shows at theaters and festivals all across the country.

              • CERTIFIED FINANCIAL PLANNER™
              8500 Normandale Lake Boulevard
              Suite 210
              Bloomington, MN 55437
            • Cheryl Van Liere

              Cheryl Van Liere

              Account Vice President

              Investment Associate

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              • AZ
              • FL
              • MN
              • NV
              • WI

              With more than 25 years of experience in the financial services industry, Cheryl takes pride in developing professional relationships with clients by offering a personalized approach to professional investing. She provides superior client communication, education and service. She attended the University of Minnesota, where she received her Bachelor of Science degree in Economics with a minor in Statistics.

                    8500 Normandale Lake Boulevard
                    Suite 210
                    Bloomington, MN 55437
                  • Rebecca Janisch

                    Rebecca Janisch

                    Senior Wealth Strategy Associate

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                    • AZ
                    • DC
                    • FL
                    • IA
                    • IL
                    • MI
                    • MN
                    • MO
                    • NC
                    • NV
                    • NY
                    • SD
                    • VT
                    • WA
                    • WI

                    Becky has been in the Financial Services industry since 1998. She joined UBS in 2009 as an Investment Associate after spending 11 years at Smith Barney as a Financial Planning Specialist. Becky enjoys developing personal relationships with our clients as she guides them through the retirement and financial planning process.

                    A native of Bemidji, Minnesota, Becky received her B.S. in Applied Economics from the University of Minnesota. She also holds the Series 7, 63, 65 and 31, as well as Life, Health and Annuity insurance licenses.

                    In addition to her career, Becky enjoys cheering on her two children in their various sports and activities, as well as, reading, golfing and fishing on Rainy Lake.

                          8500 Normandale Lake Boulevard
                          Suite 210
                          Bloomington, MN 55437

                        Insights

                        A focus on personalized access and service

                        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                        The circular economy: What is it?

                        Retirement planning

                        Retirement planning

                        Multigenerational planning

                        Multigenerational planning

                        Life is unpredictable. Could we be better prepared?

                        For some of life's questions you're not alone. Together we can find the answer.

                        With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Financial strength

                        Driving confidence.
                        Aa3 (stable) Moody’s
                        A+ (stable) Standard & Poor’s

                        UBS AG, long-term senior secured debt rating. As of 11/23/2021