Meet Samuel Flaten
Financial Paraplanner
"Don’t underestimate the power of vision and direction. These are irresistible forces, able to transform what might appear to be unconquerable obstacles into traversable pathways and expanding opportunities."
Jordan B. Peterson
Sam is a Paraplanner at Gold Medal Waters, Inc. He began his career at Northwestern Mutual in Woodbury, MN and furthered his experience at MainStreet Capital Management in Eau Claire, WI before joining the team at Gold Medal Waters, Inc.
Experience
Sam received his BA in Business Administration with an emphasis in Finance from the University of Wisconsin-River Falls in River Falls, WI. He is deeply experienced in working with clients from all backgrounds, particularly medical field employees, small-business owners, skilled laborers, and young families. His mission is to become irreplaceable in the eyes of those he serves by consistently delivering impactful, applicable financial advice. Sam’s decision to join Gold Medal Waters as a Paraplanner allows him to strive toward that mission while being a meaningful piece of a robust financial services firm.
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Over his career, Sam has obtained Series 7, 66, and Life & Health licenses. He is also proud to hold both the CHARTERED FINANCIAL CONSULTANTⓇ (ChFCⓇ) and CERTIFIED FINANCIAL PLANNER™ (CFPⓇ) designations. His previous role as a client-facing financial advisor has deepened his knowledge in all aspects of financial planning and, more importantly, how to apply them.
Sam enjoys CrossFit, triathlons, and big game hunting. He is an avid football fan and is in his first year of coaching the varsity team at a local High School. He believes in living a purpose-filled, intentional life. Sam works remotely from the greater Minneapolis-St. Paul area.