Sue Kessler- Scholl
414. 777. 5864
Madison, Wis. March 27, 2015— Bronfman E.L. Rothschild today announced the addition of Corey Purkat to the firm’s Minneapolis office. Purkat brings more than seven years of advisory experience with a specialization in retirement plans, centered on client education, advisory services, and business development. He will work with both individual and retirement plan clients. Corey is also a member of the Wellness team, providing holistic financial advice and education for client retirement plan participants.
“Corey brings a highly personal approach to the investment needs of clients,” said Kelly Baumbach, Bronfman E.L. Rothschild Managing Director and Principal. “His values and principles align perfectly with our client focus and we are pleased to welcome him to our firm.”
An active participant in the financial services industry as well as his community, Purkat is affiliated with the FPA of Minnesota, the Financial Services Institute, the National Association of Plan Advisors, and the St. Croix Valley Home Builders Association. Purkat earned a Finance degree at Winona State University and for a time, played with the school’s baseball and rugby teams. He also earned a Master of Science degree in Financial Planning from Oklahoma State University. Corey and his wife enjoy fishing, camping, or almost anything that can be done outdoors, watching good hockey and spending time with their 11 month old daughter at their home in Oakdale, MN.
Bronfman E.L. Rothschild offers a full range of wealth management and investment consulting services to families, individuals, institutions, and retirement plan sponsors. The firm provides independent and objective advice to clients, creates retirement plans for plan sponsors and participants, and effectively manages investments.
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $2 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues including plan termination, IRS and DOL audits, and plan corrections under IRS and DOL approved procedures.