Joseph Wienke
Wealth Advisor | Fiduciary | Simplifying Complex Finances Into Clarity
- Role
- Wealth Advisor at North Edge Wealth
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Joseph Wienke
I am an experienced sales leader with over 13 years in the medical device industry…
Experience
Wealth Advisor
May 2025 — Present · St Paul, MN, US
As a Wealth Advisor, I partner with individuals, families, and business owners to develop customized strategies that align their financial decisions with their long-term goals. My focus is on delivering thoughtful, transparent advice across investment planning, retirement strategies, risk management, and tax-efficient wealth transfer. Build and manage client relationships through a highly personalized and trust-based approach Collaborate with internal and external professionals (CPAs, attorneys, and estate planners) to ensure coordinated strategies Stay current with market trends, economic outlooks, and regulatory changes that impact clients\' financial lives Educate clients on key financial concepts to foster confidence and clarity in their decisionsI’m passionate about helping people make confident, informed choices with their wealth—so they can focus on what matters most.
Education
University of Minnesota Duluth
BBA
2002 — 2007
Skills
- Account Management
- Marketing Strategy
- Market Planning
- Competitive Analysis
- Product Marketing
- Sales Presentations
- Sales
- B2b
- New Business Development
- Forecasting
- Healthcare
- Sales Operations
- Customer Service
- Strategic Planning
- Medical Devices
- Marketing
- Sales Management
- Market Development
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