Box Financial Advisors Employee Directory

Box Financial Advisors corporate office is located in 701 4th Ave S Ste 1710, Minneapolis, Minnesota, 55415, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Key Employees of Box Financial Advisors

EH
Eric Hedberg
Chief Operating Officer
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Box Financial Advisors Global Presence

Location	People at location
North America	11-50
Asia	1-10

Index of contact profiles from Box Financial Advisors

Hundreds of professionals searching for Box Financial Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DA
Daniel Adams
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

EH
Eric Hedberg
Email Direct
Chief Operating Officer
United States , Minnesota , Minneapolis

MB
Melissa Box
Email Direct
Client Services Associate
United States , Minnesota , Minneapolis

LP
Logan Purcell
Email Direct
Wealth Operations Associate
United States , Minnesota , Minneapolis

JP
Jessica Peshek
Email Direct
Client Services Associate
United States , Minnesota , Minneapolis

CH
Christopher Hasling
Email Direct
Senior Financial Advisor
United States , Minnesota , Minneapolis

MB
Matthew Bearth
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

JS
Jeffrey Severtson
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

JM
Josef Macken
Email Direct
Wealth Management Assistant
United States , Minnesota , Minneapolis

AS
Austin Shabaz
Email Direct
Business Processing Specialist
United States , Minnesota , Minneapolis

NS
Nathan Soltau
Email Direct
Business Processing Specialist
United States , Minnesota , Minneapolis

CS
Cyrus Shabaz
Email Direct
Senior Financial Advisor
United States , Minnesota , Minneapolis

ST
Sarah Ta
Email Direct
Planning Analyst
United States , Minnesota , Minneapolis

ZG
Zachary Green
Email Direct
Trading Associate
United States , Minnesota , Minneapolis

MB
Megan Box
Email Direct
Team Lead, Operations
United States , Minnesota , Minneapolis

MR
Mark Reeves
Email Direct
Wealth Advisor
United States , Minnesota , Minneapolis

Former Employees at Box Financial Advisors

Explore people who held key positions, contributed to Box Financial Advisors's success, and advanced their careers.

Amber Crowley

Relationship Manager at Mercer Advisors

Worked as Client Service Associate

at Box Financial Advisors (2014-2025)

Direct

Ethan Settle

Wealth Management Acad... at Charles Schwab

Worked as Associate

at Box Financial Advisors (2025-2026)

Direct

William Horstman

Credit & Opportunistic... at Crestline

Worked as Intern

at Box Financial Advisors (2023-2023)

Direct

Mask Content

President at Box Financial Advisors

Worked as Chief Compliance Officer & Analyst

at Box Financial Advisors (2014-2026)

Direct

Mask Content

Manager, Billing Opera... at NorthRock Partners

Worked as Lead Business Processing Specialist

at Box Financial Advisors (2021-2022)

Direct

Mask Content

Senior Wealth Advisor at Mariner

Worked as Financial Advisor

at Box Financial Advisors (2018-2022)

Direct

Explore More

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Frequently Asked Questions Regarding Box Financial Advisors Employees

How many employees does Box Financial Advisors have?

Box Financial Advisors has 11-50 employees

Who are Box Financial Advisors key employees?

Some of Box Financial Advisors key employees are Eric Hedberg

Where is Box Financial Advisors located?

Box Financial Advisors’s headquarters are located at 701 4th Ave S Ste 1710, Minneapolis, Minnesota, 55415, United States

How do I contact Box Financial Advisors?

Box Financial Advisors Contact Info: Phone number: (612) 347-7809 Website: www.boxfinancialadvisors.com

What does Box Financial Advisors do?

Box Financial Advisors, based in Minneapolis and Blaine, MN, offers comprehensive financial planning services aimed at helping clients achieve their exceptional lives. The firm emphasizes a total picture approach to financial management, working collaboratively with clients and their other professional advisors to address complex financial needs. T... Read More

Is Box Financial Advisors a public company?

Box Financial Advisors is private company therefore does not currently have an official ticker symbol

See more information about Box Financial Advisors Employees