Summers, Burque, Herrick, Merriman & Reiland Wealth Management Group
Merrill Lynch Wealth Management
80 S 8th St
Minneapolis, MN 55402
(612) 349.7958
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Summers, Burque, Herrick, Merriman & Reiland Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Summers, Burque, Herrick, Merriman & Reiland Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Christopher Burque
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Frank A Summers,

CRPC™

Managing Director, Senior Consultant
612.349.7958
Christopher P Burque,

CFP®,CIMA®,CPFA™

Managing Director, Wealth Management Advisor
612.349.7936
Nicholas J Reiland,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
608.283.2734
Angela A Finholt,

CFP®

Vice President, Senior Relationship Manager
612.349.7987
Elspeth Fox Weis,

CFP®

Vice President, Senior Relationship Manager
612.349.7817
Kelly T Broneak,

CDFA®,CRPC™

Assistant Vice President, Business Manager
612.349.7912
William D Helgeson,

CRPC™

Relationship Manager
612.349.7819
Emily C Herrick de Cruz
Wealth Management Client Associate
612.349.7947
Colleen M Alcin
Registered Wealth Management Client Associate
612.349.7813
D'Livia Dumas-Henriquez
Wealth Management Client Associate
608.283.2709
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mark A Perunovich
Wealth Management Lending Officer
NMLS #484330
Joseph McCullough
Wealth Strategies Advisor
Tyler Austin
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.