Anchor Advisory Group has a professional staff that is eager to assist you with any of your policy service inquiries. Please feel free to give anyone below a call.

Jerrold B. Maier, CLU, ChFC**

Jerry Maier has 31 years experience in the financial services industry and has been a leader among his peers in helping individuals and families reach their financial potential. He received his B.S. degree in psychology with a minor in economics and a B.A. in Business from the University of North Dakota in Grand Forks.He earned his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from the American College in Bryn Mawr PA.

Jerry's many years of experience in financial services has allowed him to understand how money works, and, as a LEAP^® practitioner, to use a holistic approach which creates a more efficient and effective use of his client's money. Use of the LEAP System has allowed him to help hundreds of clients to create wealth.

Anchor Advisory Group
Lake Elmo MN 55042
651-439-5356 (office)
651-439-5370 (fax)
651-261-9414 (cellular)
jerry@anchoradvisorygroup.com

Lisa A Kittel***

Lisa’s goal is to empower her clients to help make great financial decisions based upon economic facts rather than opinions. Lisa helps to create and preserve wealth for individuals and families, providing them with a lifetime strategy to gain financial control of their lives and reach their full financial potential.

Lisa and her husband David have two sons who are very active in a variety of sports. She enjoys family, running, cooking and being involved in various groups such as Rotary, Women’s Business Bridge and church activities.

Anchor Advisory Group
Lake Elmo MN 55042
651-439-5356 (office)
651-439-5370 (fax)
lisa@anchoradvisorygroup.com

**Jerry Maier, CLU, ChFC is licensed and authorized to conduct life insurance business in MN, ND, AL, GA, VA and WI. He is also licensed and authorized to conduct securities related business in MN, ND, WI, AL and MD. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Registered Representatives of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a registered Investment Advisor. 5775 Wayzata Boulevard, #700, St. Louis Park MN 55416, 952-582-2905. Anchor Advisory Group is not an affiliate of OneAmerica Securities.

***Lisa Kittel is licensed and authorized to conduct life insurance business in MN and WI. She is also licensed and authorized to conduct securities related business in MN and WI. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Registered Representatives of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, (150 West Lake St., #106, Wayzata, MN 55391, 952-476-2003). Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies. Anchor Advisory Group is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.