John R. Sundell, CLU, ChFC

John R. Sundell, CLU, ChFC - CLU®, ChFC®

Financial Services Representative
Financial Planner

301 Carlson Parkway Suite 300
Minnetonka, MN 55305

Phone: (952)258-5225
Fax: (952)258-5224
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Million Dollar Round Table (MDRT) Member
  • Chairman's Council Qualifier: A company honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.
  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.

John R. Sundell, ChFC, CLU®is a Registered Representative and Financial Planner with New England Securities in Minneapolis, Minnesota, where he offers financial planning services, and insurance and investment products to help his clients achieve their financial goals. He focuses on wealth accumulation and preservation strategies for his clientele of affluent individuals, successful professionals, business owners, retirees and others.

 

A dedicated professional since 1977, John speaks of his work with sincerity: “My mission is to assist my clients in achieving three key financial goals: wealth accumulation strategies during their working years, security and independence in their retirement, and the reduction or elimination of estate taxes when their accumulated wealth is passed on to their beneficiaries.”

 

John holds a degree from the Universityof Minnesotaand subsequently earned the professional designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  He is a member of the prestigious Million Dollar Round Table and has qualified for membership every year since entering the financial services field.  He has received numerous other rewards of professionalism, including the New England Financial Vanguard Award.  Beginning in 2008, John has been honored annually as one of the Five Star:  Best in Client Satisfaction Wealth Managerthat is published in the Mpls/St. Paul and Twin Cities Business Magazines.  John was humbled by this honor as it came from the clients he serves.

 

A member of the National Association of Insurance and Financial Advisors, and a past president of the Minneapolis Chapter, John has shared his financial knowledge and insights on numerous occasions in presentations to various industry groups.  He is also called upon to share his knowledge and expertise within New England Financial and Met Life Business Communities.  He is currently serving as Vice President for the New England Financial Executive Committee.  In addition, he teaches classes on pre-retirement financial strategies and investment allocations for qualified and non-qualified monies for many companies.

 

Parents of two, he and wife Diane make their home in Minnetonka, where they have resided for more than 35 years.  John is also involved in outreach work through a variety of prison ministries.  Both John and his wife Diane enjoy spending time with their family and at the family cabin in Northern Minnesota.

 

The 5 Star award is granted by Crescendo, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.