Bradley Palmersheim | Manager | Lifetime Wealth Advisors WI

Bradley Palmersheim

Founding Partner, Wealth Manager
Brad has been working as a financial services professional since 2007. Brad maintained an office in the World Headquarters of General Mills between 2016 – 2020 as the only on-site financial advisor, providing retirement planning and investment services to the employees and retirees of General Mills. His practice centers on financial planning and wealth management for families and small businesses throughout the Twin Cities metro area and in numerous States around the country. Brad focuses on helping clients preserve and grow their assets.
 
Brad attended University of Wisconsin- Stevens Point and graduated with a Bachelor of Science in Business Administration with an emphasis in Finance. Brad also completed a 3-year Retail Banking Management Program that focused on Bank lending, operations, and management.
 
Brad is an Investment Advisor Representative and therefor acts in the capacity of a fiduciary. This means he is obligated to act in your best interest. Brad holds Financial Industry Regulatory Authority (FINRA) licenses: S-6, S-7, S-63
 
Brad is passionate about financial literacy for children and has spent 15 years teaching Junior Achievement in grade schools in Minnesota and Wisconsin, providing lessons in financial literacy, work and career readiness and entrepreneurship.
 
When he is not working, Brad enjoys spending time with his boys (which includes being a Peewee Hockey parent), working out at the YMCA, spending time outdoors at his cabin and reading.

 

Harrison | Financial Advisor | Lifetime Wealth Advisors WI

Harrison Falteisek CFP®

Financial Advisor

Harrison has been working in the financial services industry since 2015. His practice centers on education with a focus on retirement planning, investments and insurance for individuals, families, and small businesses.  

Harrison attended Minnesota State University Mankato and graduated with a major in International Business and Minors in Business Administration and Marketing. Most Recently he studied for and passed his Certified Financial Planner (CFP®) exam with Boston Institute of Finance. Earning the CFP®.    marks had been a lifelong goal of Harrison’s. Harrison holds licenses: S-6, S-7, S-63, S-65.

When he is not working, he loves to travel, see friends and family, and get outside as much as possible. Lover of dogs for now but hopes to have a family of his own someday soon.

 

Rich O’Connor | Consultant | Lifetime Wealth Advisors WI

Rich O’Connor

Founding Partner, Consultant

Rich has been working in the financial services industry since 1992 when he began his career with National Benefits Inc. He soon moved to Copeland Cos. which became part of CitiGroup, where he began as a Financial Advisor but was soon promoted to Regional Manager in charge of Advisors and retirement plans in the Upper Midwest Region. In time he became Regional Vice President overseeing retirement plans for colleges and universities, hospitals, and local units of government throughout the Western United States. While with Citi Rich studied three years with the CFP Professional Education Program offered by the College for Financial Education in Denver CO., after which he passed the Certified Financial Planner (CFP® ) exam in 2000. In 2004 Rich then moved to UBS working in the St. Paul office until being tapped by M&I Bank to manage their Minnesota region of Financial Advisors. Growing weary of managing others Rich returned to his passion of helping individuals attain their financial goals by opening his own independent Financial Advisory Office in 2010. 

Rich then partnered with Brad Palmersheim in 2015, where they have developed a successful full service Financial Advisory business. They had known each other since 1999 and had discussed this move for many years before making the partnership a reality.

Though Rich has retired from the client facing side of the business he continues working with Brad consulting with Lifetime Wealth Advisors. He is specializing in portfolio construction and firm development. 

Rich attended the University Notre Dame where he graduated with a degree in Government and International Affairs, minoring in Economics and is still a big fan of the university especially on game days. When Rich is away from the office, he is also the Mayor of Hudson. He enjoys spending time on the St. Croix River, golfing, traveling with his wife of 33 years Cindy and fawning over their seven granddaughters.