BC&I Wealth Management/SII Investments, Inc.

BC&I Wealth Management was founded by Randall Schumacher and James Ball 'JB' in 1984 and is located in Burnsville, MN. BC&I uses SII Investments, Inc., an independent Broker/Dealer, and specializes in corporate retirement and 401(k) plans and individual wealth management with over $130 million assets under management. We are here to provide integrity, the best possible high quality service and ongoing support to all our clients.

James Ball is also the founder and president of Tee It Up For The Troops, Inc. a local and national golf event that raises money to support organizations that assist the fallen and disabled members and their families of US Armed Forces.

BC&I Wealth Management firm representatives and advisors include Barry Minsker CFP® who specializes in financial and investment advisory planning and Robert Starkey specializing in individual and family Life, Long Term Care insurance and investments.

Michelle Straub and Cary Natoli provide our firm with daily office administration, support and back office processing.

BC&I Wealth Management is committed to creating and maintaining life long client/advisor relationships. We understand that our client's faith, family and community are an integral part of the financial and investment planning process. We believe it is our responsibility to continually support those values through trust, integrity and service.

We believe that investing is your future, and it's time for a new approach, a Balanced approach. As your investment representatives, we will serve as your personal financial coaches and guide you through every step of the investment process. Our collaboration with SII Investments, an independent Broker/Dealer, allows us to expand our investment offerings to both business and individuals.

With our team of specialists, we carefully coordinate your plan to form an integrated strategy that is based on your goals and objectives.  We are a single-source financial firm working with you to provide the highest quality service and ongoing support to all our clients.

Products and Services

Retirement Planning:  401(k) Plans, SEP Plans, Simple IRA, Profit Sharing and Defined Benefit

Executive Benefits:  Deferred Compensation, Financial Planning

Business Continuation:  Buy/Sell Agreement Funding; Estate Planning

Group & Individual:  Health Insurance, Short & Long Term Disability, Life Insurance

Investment Accounts:  IRA, Individual & Joint, Endowment & Foundation, Trusts, Corporate