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. Brian is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth. 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.

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.

Naomi Kohner

Client Relations Specialist

As client relations specialist, Naomi assists clients with necessary paperwork, opens new accounts, answers questions about clients’ accounts, prepares performance reports, and above all, enjoys greeting clients throughout the day and getting to know them. "My main goal is to put you at ease when you come in to our office. Tell me about your travel plans, your kids, grandkids—or let's talk sports!" she says. "I love getting to know all of our amazing clients, and doing what I can to make their experience with us the best it can be." Naomi has a BA in English literature and is currently working on her master’s degree in human resource management.

In her free time, Naomi enjoys reading, hiking, DIY projects, and spending time with her friends and family. She loves sushi, sports, and her adopted cats, Alfonso (Alfie) and Stella. Her dream vacation would be to take a road trip around the United States and to visit Ireland.

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.

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 3 years of experience and a proven sales record and are 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.