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Investment Center

Our Professionals: Tam Hubert: Certified Financial Planner

Tam Hubert, Certified Financial Planner, FMIC

 

Phone: 952-465-0323
Fax: 952-935-4957
E-mail:Tam Hubert

The smartest way to reach your financial goals is through planning, discipline, and time. Developing a sound investment strategy as a component of your financial plan can transform your financial and personal dreams into reality.

CFP® Tam Hubert has more than 20 years of industry expertise and is experienced in helping individuals and businesses build an investment portfolio to achieve their financial goals. Tam’s knowledge about stocks, bonds, and professional money managers is helpful as you decide which asset allocation makes sense for your situation.

Tam applies a personalized approach and works one-on-one with clients to identify and understand their unique financial timelines, risk tolerance, and goals. Based on the outcome of this meeting, she develops a customized plan incorporating an appropriate mix of products and services. Once the plan is in place, Tam meets with clients regularly to evaluate your portfolio's performance and make adjustments as necessary.

Tam has worked with First Minnetonka Investment Center, for more than 10 years. In addition, Tam is a CERTIFIED FINANCIAL PLANNER™ professional. She holds series 7, 24, 63 and 65 licenses from the Financial Industry National Regulatory Authority (FINRA) and a Minnesota insurance license.

No matter what your financial situation may be—whether you’re just starting out or near retirement, willing to take risks or prefer to be more conservative with your money, or have a limited amount to invest or much to invest—FMIC has investment options and products to meet your needs.

Learn more about the strategies we use to help you achieve your goals.

Investing involves risks, including the potential for principal loss.
Diversification and asset allocation do not assure a profit or guarantee against loss.

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Bank Among Friends
First Minnetonka City Bank
First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC.
Securities are offered through LaSalle St. Securities, LLC., Advisory Services offered through LaSalle St. Investment Advisors, LLC.
 LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC.- a registered broker/dealer.
Tam Hubert, CFP® and Kristi Remus are registered representatives of LaSalle St. Securities, LLC.
940 N Industrial Dr., Elmhurst, IL 60126-1131. Member FINRA / SIPC. Not a deposit. Not FDIC insured.
Not insured by any Federal Government agency. Not guaranteed by the bank. May lose value.
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Mission

Enforce the Fair Housing Act and other civil rights laws to ensure the right of equal housing opportunity and free and fair housing choice without discrimination based on race, color, religion, sex, national origin, disability or family composition.

Major Goals

1. Reduce discrimination in housing by doubling the Title VIII case load by the end of 2000 through aggressive enforcement of civil rights and fair housing laws;

2. Promote geographic mobility for low-income and minority households;

3. Integrate fair housing plans into HUD's Consolidated Plans;

4. Further fair housing in other relevant programs of the Federal government; and

5. Promote substantial equivalency among state, local and community organizations involved in providing housing.