PRISM Financial
PRISM Financial provides unique solutions through holistic financial planning.
09/11/2024
Today we remember the lives that were lost in the terrorist attacks of September 11, 2001. 2,977 loved ones who wouldn't return home. We honor these heroes, including all the firefighters, police officers, paramedics, and citizens who risked their lives to save others.
09/06/2024
Cydney and James got married on June 21st and wanted to extend a thank you to some of the people that made their day so special.
Venue: Rustic Oaks
“Rustic Oaks and Addison Rodel. Addison was amazing to work with and offered great support and guidance leading up to as well as throughout the day. Rustic Oaks is a beautiful venue with all the accommodations you would ever need plus many more.”
Caterer: Jimmy D’s Catering Services
"We were so excited for Jimmy to cater our wedding after we did our taste test with him. He did not disappoint. We still dream of the mac n cheese he served! Working with Jimmy was very easy and he has a great way of providing lots of food that tastes like your best home cooked meal."
Photography: Tomi Dawn Photo
“Tomi and her husband Anders were with us from the very beginning all the way through. They were extremely generous with their time and their wedding package by allowing us to not stress on the day of our wedding. A+++ for Tomi and could not recommend enough!”
Pastor: Stephen Abbot
“Last but not least, our Pastor Stephen. It was extremely important for us to have our day be centered around our faith. Stephen did all of our marriage prep and also married us on our wedding day. It was an incredible blessing for Stephen to come into our lives and we can’t thank him enough for his guidance and direction with us throughout our entire marriage process.”
✨FOUNDATION SPOTLIGHT: Cordell Volson, Cincinnati Bengals Offensive Lineman, started the Small Towns Big Dreams Foundation to help provide young people in rural communities with the resources and opportunities they need to pursue their dreams. We were honored to sponsor the 2nd annual football camp held in Harvey, ND, which hosted over 500 campers this year. The camp focuses not just on teaching athletic skills, but sharing stories and core values from each of the coaches that helped them get to where they are today.
07/01/2024
Join us in congratulating PRISM Financial founder James Hendricks on 5 years with NM! 🎉
Congratulations to James Hendricks on celebrating 5 years with Northwestern Mutual today!
James says his favorite part of the career is "That it enables me to utilize my gifts of curiosity and strategic thinking to help influence the lives of our clients for the better. Another career highlight has been building a team and hiring wonderful people like our Director of Operations, Lexi!"
We are so grateful to have you on the NM team, James! Congrats on 5 years!
06/23/2024
Introducing the new Mr. and Mrs. Hendricks! Congratulations to James and Cydney on their beautiful day yesterday. We are so excited for the future for these two 🤍
06/18/2024
Last week I had the opportunity to participate in the Spotlight Golf Tournament in Detroit Lakes. Spotlight is a Fargo based marketing agency that produces a variety of magazines throughout the year, including the Faces of Fargo magazine our firm had the chance to be a part of last year. It was a fun filled day getting to support a local business with other business owners.
Proud to be a part of an organization that supports events like this. Thank you to everyone who made it happen!
12/25/2023
Merry Christmas and Happy New Year from the team at PRISM Financial. We look forward to serving you and your families in 2024!
11/29/2023
Northwestern Mutual has teamed up with Eli Mostaert to support Alex's Lemonade Stand and their fight against childhood cancer. Come out to MacKenzie River Pizza on Sunday, December 3rd to meet Eli and support the cause!
Link to donate: https://www.alexslemonade.org/mypage/3563439
It's the perfect time to show gratitude for the good things in our lives — like family, friends, and knowing we're taking care of what matters most. From the team at PRISM Financial, we want to wish you a Happy and Blessed Thanksgiving!
10/19/2023
We were back on NDSU campus yesterday for our Fall etiquette dinner with student athletes. This presentation focuses on your business presence, building a personal board of advisors, and the proper techniques for professional dinner settings. We also got the chance to highlight our award-winning, Top 10 internship program.
If you are interested in learning more about an internship opportunity with Northwestern Mutual, visit https://www.northwesternmutual.com/internships/?utm_source=facebook&utm_content=_&agentid=0K8843
PRISM Financial is Hiring!
College Brand Ambassador Intern
PRISM Financial is looking for an outgoing, energetic individual to join a fun and growing team. Intern will be working in Marketing and Public Relations to strengthen current client relationships, while also building new connections within the community. Responsibilities could include, but are not limited to:
• Communication and Calendar Coordination with Existing Clients and New Individuals/Businesses
• Leverage creative skills to elevate our visual identity
• Team collaboration of new ideas, directions, and tools for internal and external communication
• Ability to sustain engagement in existing market as well as create brand awareness in new emerging markets
All we ask is that you are a self-starter that possesses strong problem-solving and communication skills.
Please send resumes to Lexi at [email protected].
10/03/2023
It is my pleasure to share some very exciting news with you. Today officially marks the formation and founding of PRISM Financial.
This is just the next step in our partnership with Northwestern Mutual, whose unsurpassed financial strength, holistic planning tools, and exclusive access to world-class products will continue to meet all of our clients’ priorities and dreams. PRISM Financial represents a shared vision to build a firm with the values, expertise, and longevity to serve the evolving needs of our clients themselves and their families for generations to come.
Why PRISM? PRISM serves as an acronym that will be the foundation for our firm’s core values as we continue to grow.
Proactive. Resourceful. Inquisitive. Strategic. Mindful.
Our specialty will continue to be the work we do with businesses, farm operations, and families we love to serve.
We welcome the chance to answer any questions you may have, and we look forward to growing with our current clients and the many people that we have yet to meet!
September's Cream of the Crop award winner is Mark Nyquist of Nyquist Farms. Mark and his sons operate the third-generation farm out of Moorhead, MN. We got to hear the history of the operation and how it has evolved since the 1930s when it was founded. On behalf of us and Valley News Live, we are thrilled to highlight the amazing work of the Nyquist family.
If you have a farmer you would like to nominate, please visit https://www.valleynewslive.com/news/cream-of-the-crop/
09/07/2023
This fall, I will be spending Saturdays with Bison 1660 as a sideline reporter. We kicked off last weekend at US Bank Stadium for the Bison Football season opener. I'm excited to get to work with this crew on Saturdays and support the 2023 team!
August's Cream of the Crop award winners are Mark and Rhoda Habedank of Habedank Farm. This 5th generation operation houses several crops, including wheat, sugar beets, and corn. The farm itself is tied to the rich history of Twin Valley, Minnesota where it resides. The Habedank family is very involved in their community, specifically their church community at Wild Rice Lutheran. We are pleased to honor their family with this award.
If you have a farmer you would like to nominate, please visit https://www.valleynewslive.com/news/cream-of-the-crop/
07/18/2023
This year, my team and I are proud to say we are featured in the 2023 Faces of Fargo magazine. We got to touch on the unique planning strategies we can provide business owners and farmers in our area. Reach out to connect on how we can help you in your planning journey.
July's Cream of the Crop award winner is Richard Yaggie of Yaggie Farms. Richard and his son Allen run the operation in Breckenridge, MN. They farm a variety of crops on the land that his dad originally bought in 1935. His upbringing was very influential on him and his siblings -- so much so that they all run their own farming businesses. Allen got involved in the operation with his father at a young age and knew this was the path for him. We are proud to award the Yaggie family with this award and honor all the hard work they have put in for generations.
If you know a farmer that deserves to be recognized, please tell us about them at https://www.valleynewslive.com/news/cream-of-the-crop/
June's Cream of the Crop award winner is Randy Richards of Richards & Judisch Farms. Randy, a 3rd generation farmer, has been farming the land for over 50 years, all while serving his community of Hope, ND. He works alongside Scott Judisch and Tony Richards to raise corn, soybeans, barley, and pinto beans. They have adapted through the years as technology has changed to keep their farm the most efficient operation possible. We were elated to award this month's honor to someone so deserving.
If you have a farmer that you would like to nominate, please visit https://www.valleynewslive.com/news/cream-of-the-crop/ to tell us why they deserve to be the Cream of the Crop!
05/24/2023
A couple of weeks ago, I was invited to partake in a business academy put on through Northwestern Mutual called Fastrack Academy. Fastrack has been around since the World War 2 era and has now become an exclusive week-long event targeted towards the development of a select group of excelling advisors. The week consists of business training and personal / business development. Me and 59 other colleagues who had to qualify and be chosen in order to attend, spent the entire week listening, learning, and being poured into as to how we can grow and help our clients. I can honestly say it was one of, if not the most, impactful experiences I have had the pleasure of participating in. The opportunity that we have to help our clients and the unique value we have the ability to provide has never been clearer. Our firm is excited to continue to grow alongside our clients, provide exclusive solutions, and look forward to many more new relationships in the future.
05/22/2023
Last week, we kicked off our Summer Internship Program at Oxbow Country Club. The interns got to meet the leadership team, learn CRM systems and technology for their business, and perfect their elevator pitches. We are excited to support this group and see all their success this summer!
We are excited to announce our May Cream of the Crop award winner is D&D Steffl Farms. Brothers David and Danny Steffl currently run the 3rd generation grain farm based in Callaway, MN. They are extremely passionate about keeping the farm in their family and passing it on to David's son Noah. In the process of integrating the next generation into the farm, they have acquired 1,000 more acres, expanding to a 5,000-acre operation. We are thrilled to honor the vision and hard work of the Steffl family.
To nominate a farmer or view past Cream of the Crop award winners, visit https://www.valleynewslive.com/news/cream-of-the-crop/
Last week I got the opportunity to go on Valley News Live for their North Dakota Today segment and speak on the financial planning we specialize in. Specifically, how our planning caters to the business owners and farmers in our community. We also got to highlight our new segment, Cream of the Crop, which airs each month honoring a local farmer.
04/21/2023
Real estate can be an important part of a diversified portfolio.
What to Know About Real Estate Investing Learn how to get started in real estate investing, pros and cons of real estate investing, and how to choose among different types of real estate investments.
Our April Cream of the Crop award recipient is Dale and Jerri Rust of Rust Farms, Inc. in Harwood, ND. Dale not only runs the 5th generation farm with his brother Perry, he also manages Rust Sales, which sells precision agricultural equipment. In addition, they are actively involved in the Ag Education Center with the 4-H Club. Dale and Perry will be passing down the farm to Dale's sons, Brandon and Austin. We were thrilled to celebrate the Rust family and all they do for the community with this award.
To nominate a local farmer, please visit https://www.valleynewslive.com/news/cream-of-the-crop/
Click here to claim your Sponsored Listing.
Videos (show all)
Category
Contact the business
Telephone
Website
Address
4445 23rd Avenue S Suite A
Fargo, ND
58104
Lauren Tschider - Horizon Wealth Partners
4445 23rd Avenue S, Ste A
Fargo, 58104
Financial Advisor. Our team helps people think bigger and plan smarter at every stage of life.
Jeremy M. Elbert, Financial Advisor
4627 44th Avenue S Suite 103
Fargo, 58104
Ameriprise Financial Services, LLC
Logan Dosch - Northwestern Mutual
4445 23rd Avenue S, Ste A
Fargo, 58104
Managing Director & Financial Advisor Individual, Family, Business & Farm Family planning
Wilson Financial Services
1220 Main Avenue
Fargo, 58103
Financial Planning for Individuals and Business
Eighth Wonder Investments
1630 1st Avenue N Ste B
Fargo, 58102
A financial planning and investment management firm focused on comprehensive planning, generational wealth creation, and management.
Surety Wealth Group
5622 34th Avenue South, Suite 102
Fargo, 58104
A private wealth advisory practice of Ameriprise Financial Services, LLC
Financial Strategies Group
1220 28th Avenue N
Fargo, 58102
Financial Strategies Group operates on the foundation of honesty and hard work.
Fed Resource ND
3331 Oak Ridge Pond Way East
Fargo, 58078
We help Federal employees & their spouses by providing support, guidance & education regarding pre & post retirement concerns as well as goals. By providing the services we do, our...
Steve Asche - Thrivent Financial
3575 45th Street South Suite 108
Fargo, 58104
At Thrivent, we believe money is a tool, not a goal.