Betsy Stubson

The way Betsy describes her approach with clients is revealing. Her preference to “sit on the same side of the table” paints a clear picture of someone who is genuinely interested in listening to her client, and earning their trust by providing thoughtful, practical and individualized guidance. She is determined to help them to set meaningful goals and develop a plan to achieve their financial dreams.

Betsy works directly with clients to uncover needs, ultimately developing a strategy to meet their financial objectives in a way that is tailored to their unique investment profile. Betsy’s approach addresses a broad spectrum of wealth management issues in the areas of retirement planning, college funding plans, investment management, estate planning, insurance and charitable giving.

Betsy’s in-depth knowledge, gained over 20 years of industry experience is truly an asset that helps clients identify what investments are right for their unique needs. Betsy carries security registrations (Series 6/63), Series 26 FINRA limited principal, as well as a State of Minnesota Life, Health, Accident, Variable Annuity/Variable Life, Property & Casualty Insurance License. She has extensive experience as a client advisor, as well as an agency manager throughout her career, providing a strong foundation for her recommendations.

Betsy is a true Minnesotan, describing herself as a “lake-girl”. She enjoys spending time with her family and is happiest when she is with them on or near water. She especially loves salt-water fishing, and hopes to experience Hawaii and Alaska in her future. Born and raised in Glencoe, MN, Betsy is anxious to get back to her roots and become more actively involved in the local communities she now serves.

Helping clients make the right investment choices is what drives Betsy every day. MidCountry Investment Services is proud to have Betsy Stubson support the very core values we stand behind.