As an investment consultant, Joe Gilbertson provides fiduciary guidance aligned with the unique needs of retirement plan sponsors and participants to aid their investment decisions. He also collaborates with Alerus business advisors to conduct plan reviews, coordinates regular consultations with clients, and proactively monitors and updates their plan investment options as necessary.
Joe joined Alerus in January 2019 and has nearly a decade of experience in the financial services industry. He holds a bachelor’s degree in finance from St. Cloud State University in St. Cloud, Minnesota, and is a Certified Plan Fiduciary Advisor and a Chartered Financial Analyst Level II candidate.
In his free time, Joe enjoys spending time outdoors boating, fishing, and hunting. He and his wife live in Bloomington, Minnesota.