Our team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.
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Cory P. Binsfield
CIO
Cory P. Binsfield has committed himself to providing the finest service and investment advice to his clients. He is the founder and Chief Investment Officer of Binsfield Capital Management* and a Financial Advisor for First Allied Securities, one of the nations leading independent brokerage firms.
Cory has a philosophy that emphasizes sound investment principals. His extensive experience enables him to evaluate each client’s needs and desires and formulate a strategy to pursue those financial objectives. Since 1994, he has specialized in retirement distribution planning for people who wish to minmize taxes along with helping hundreds of investors across the nation take control of their retirement.
“We’re not trying to hit a home run for our investors,” states Binsfield. “The secret is to simply follow a disciplined investment process that has proven itself over the long haul and let the potential power of compound interest work for you. Just like a pension fund manager, we stick to our strategy.”
After completing a three-year tour as a Sergeant in the US Army’s Airborne Ranger Infantry Battalion, Cory moved to northern California to pursue his bachelor’s degree in international business and economics at California State University, Chico. Upon successful completion of his studies in 1991, he spent the next 4 years refining his skills as an investment advisor in San Francisco’s financial district. Thereafter, he moved back to his hometown of Duluth, MN to raise his family while pursuing his dream of becoming an independent money manager.
He holds the designations of Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) and Certified Rollover Investment Advisor (CRIA) from the American College of Financial Planning. Combined, these three designations required more than two years of intensive study in the fields of asset management, retirement planning, and retirement distribution strategies. Each of these professional education programs required him to pass a proctored exam and sign a code of ethics statement.
Additionally, Binsfield Capital Management is a registered investment advisor in the state of Minnesota and California. He is also registered with the Financial Industry Regulatory Authority(FINRA) as both a General Securities Representative and a General Securities Principal.
Cory lectures frequently on retirement planning and asset management issues and is the former host of WEBC’s personal investment strategies. Since 1994 his financial writing has appeared regularly in the local press. Periodically, he has appeared on local television for his insights into the stock market.
In his spare time, Cory volunteers as a teacher for the Junior Achievement Program and invests in multi-family income properties as part of his long term retirement plan. He’s an avid rock climber and is currently pursuing a black-belt in Tae Kwon Do with his two daughters, Sydney & Morgan.
