Your Financial Guide Team

Your Financial Guide Team

Our team at Fleming Investment Group not only has the knowledge and experience to help you pursue your financial goals, but also happen to be great folks. Our team is always ready to address your concerns, answer your questions, and put you at ease.

Click on each picture to learn more about each of us.
 

Brian Bohnsack

President and Financial Advisor

Brian’s array of experiences in financial services, management, and accounting provide him with ideal skills that are necessary to analyze, coordinate, and communicate the value of planning strategies to his clients. His greatest desire is to see his clients get everything they want out of their financial journey. Whether his clients are near retirement, currently retired, or still dreaming of retirement, he helps each of them strive to reach their financial dreams.

Brian holds a BS in accounting, and has his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, along with his life and health insurance licenses.  He is also been recognized as one of the top 10 advisors in Minnesota with Midland National Life Insurance in 2016, also based on annual production.

SummitClub_seal
 

Brian Bohnsack is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Brian has been married to Patty for 23 years; they have three children and live in St. Michael, Minnesota. Outside of the office, Brian enjoys boating, snowmobiling, biking, traveling, and participating in church activities. He is a huge sports fan and aspires to visit every Big Ten stadium and the 10 biggest college football stadiums. To date, he has visited 6 out of 10 of the biggest football stadiums, and 7 of the Big Ten stadiums. 

Pat Fleming

Financial Advisor

Pat has 29 years of industry experience with proven principles of financial planning and investment strategy that he uses to help his clients. Pat has worked as an investment broker in the securities industry, specializing in private equity placements, venture capital, and emerging growth companies—both public and private. Pat holds his FINRA Series 7, 24, and 63 securities registrations through Commonwealth Financial Network®, as well as his life and health insurance licenses.

In his free time, Pat enjoys spending time with his family and grandchildren, participating in his church’s activities, listening to music, golfing, and reading. Pat lives in Clear Lake, Minnesota, with his wife of 35 years, Paula.

Danielle Cain

Operations Manager

Danielle assists Brian and Pat with all client-related planning and operational tasks, and is the first point of contact for client requests. She has more than a decade of experience in the banking, mortgage, insurance, and financial services industries. Coupled with her BS degree in finance from the University of Minnesota Carlson School of Business, she brings a wealth of knowledge to the clients of Fleming Investment Group. Danielle also holds her FINRA Series 6, 7, and 63 securities registrations through Commonwealth Financial Network®, along with her life and health insurance licenses. 

When not at work, Danielle stays busy as a dance mom and is a volunteer foster home for a local pet rescue organization. Her guilty pleasure is watching reality television and loves spending time with family and friends. Danielle lives in Elk River and has been married for 15 years.

Patty Bohnsack

Office Administrator

“I do everything in the office that is nonfinancial planning,” says Patty, when asked about her role at Fleming Investment Group. Patty manages overall, day-to-day business operations, including areas such as human resources, payroll, marketing and advertising, and office management. She ensures that everyone has the tools for success to perform their responsibilities for our client’s financial journeys. Patty has a background in human resources and holds a BA in communications with a minor in business from the University of Minnesota.

Family and faith are very important to Patty, and she feels blessed to have a wonderful husband and three great children and extended family close by. Patty enjoys Minnesota summers, particularly thunderstorms; calls herself an HGTV “junkie”; and loves all music, reading, gardening, traveling, and her Cavalier King Charles Spaniel, Maizy.

Jennifer Yoshida

Client Service Specialist

When you call us or stop at our office, Jennifer will be the pleasant voice on the phone or the smiling face behind the front desk.  Jennifer handles all aspects of setting appointments as well as post-appointment correspondence.  She is responsible for maintaining our client information, creating social media posts, and managing our relationship with investment partners.  Jennifer graduated from the University of Minnesota with a BA in sociology and a minor in psychology.  She also studied abroad at the University of Amsterdam.

Jennifer stays busy with her two active children.  She is a self-proclaimed world traveler, espresso addict, and sushi lover! In her spare time, she loves to cook and is an avid reader.  Jennifer lives in Rogers, Minnesota, with her husband, Patrick, their children, and an English bulldog named Bella.

Do you see yourself on our team?

Fleming Investment Group is currently seeking another financial advisor.

If you, or anyone you know, are an advisor with at least three years of experience, a proven sales record, and looking to join an energetic, growing, faith-based firm, please pass along this posting or share on social media by clicking the links at the bottom of the Our Team page.

Interested parties may e-mail their résumé and cover letter to Brian Bohnsack at brian@fleminginvestmentgroup.com, or Brian can be reached at 763.241.0841.

Position Duties:

  • Prospect and acquire new clients

  • Provide appropriate financial planning and wealth management advice to clients based on each client’s investment objectives and suitability

  • Analyze and evaluate client portfolios

  • Conduct investment research

  • Prepare financial plans based on clients’ needs and goals

  • Provide ongoing service to clients, including making regular client contact

  • Meet all regulatory and broker/dealer obligations

The Ideal Candidate:

  • Energetic, positive attitude, and self-motivated

  • High standard of customer service and a desire to connect on a personal level with clients

  • Has a current book of business, proven sales record, and a desire to gain new clients

  • Would benefit from being part of a firm with proven processes and turn-key operations while being supported by excellent staff

  • Alternatively, an advisor without a current succession option who would appreciate and benefit from a well-executed succession plan in the next few years

Position Requirements:

  • Bachelor’s degree in finance or a business-related field, or equivalent experience

  • FINRA Series 7, 63, and 65 or 66 securities registrations

  • Clean U4

  • At least 3 years of advisory experience

  • State insurance license (preferred)

  • CFP® certification (preferred)

  • Excellent interpersonal skills

  • A genuine and sincere interest in serving and caring for other people

Fleming Investment Group is a financial advisory firm that offers securities and advisory services through Commonwealth Financial Network, and is a member of FINRA/SIPC. We work to provide inclusive, independent wealth management through comprehensive financial planning processes for the benefit of our clients. Our objective is simple: we focus our efforts on helping our clients reach their financial goals through high integrity and outstanding service.