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
Finance & AccountingView LinkedIn profile

About Joseph Wienke

I am an experienced sales leader with over 13 years in the medical device industry…

Experience

  1. Wealth Advisor

    North Edge Wealth

    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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Joseph Wienke — Wealth Advisor at North Edge Wealth in Minneapolis, MN, US | Unifers