763-442-2196 | OAKDALE, MN

About

Background

When my grandfather took his dream-vacation to Alaska a number of years ago, I had a bittersweet feeling about it. On one hand, it was great to see the excitement on his face when he talked about it. On the other, it was disappointing that he wasn't able to take this trip until he was well over 70 years old or enjoy it the way he would have been able to if he had been much younger.

The reason Purkat Financial focuses on planning for retirement is because we want you to know that you don't have to wait until your 70 years old to take your dream-vacation - proper planning and considering your entire financial life will give you this flexibility.

Lead Advisor

Corey A. Purkat, CFP®, AIF®

CEO/Founder

Corey+Headshot_FPA_MN_BOD

Where mosquitoes are the size of birds, playing hockey is a birthright, and you can experience all four seasons in a matter of 24 hours, the Northwoods of Minnesota is where I've called home. A home built on a strong foundation of character, values, and respect, attributable in large part to our family's love of the outdoors. 

A flagship characteristic of a true outdoor enthusiast is stewardship - where great lengths are taken to do the right thing when no one else is looking -  the same defining characteristic of a fiduciary.

For over 10 years, I’ve passionately developed a 360 degree vantage point on how the 401(k)industry operates. With this unique perspective, I’m able to translate the 401(k) lingo, read between the lines of various sales practices, summarize the mountainous stacks of required disclosures, and navigate the relationships amongst client service providers with ease -  all so you can focus on running your business, grow your wealth, and keep the government regulators off your back.

Education

WINONA STATE UNIVERSITY 
B.S., Finance, 2007

OKLAHOMA STATE UNIVERSITY 
M.S., Financial Planning, 2013

Activities & Affiliations

  • Financial Planning Association, Member, Director - FPA MN NexGen
  • National Association of Personal Financial Advisors, Member
  • Outdoorsman: hunt, fish, bike, swim, hike, camp

Designations

  • Certified Financial Planner (R)
  • Accredited Investment Fiduciary (R)

 

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