
About Us
Founded in 1994 by Ronald A. Schieck, Alpha Financial Services Incorporated offers clients a full range of financial services,
including planning, taxes, and employee benefits. An independent financial consulting firm, Alpha Financial Services has no allegiances to companies or products, which means our advisors can recommend a full range of offerings based on their quality and ability to meet clients' goals. We offer financial services to individuals as well as businesses, focusing on individualized approaches designed to meet each client's personal goals. A medium-size firm located in Lakeville, Minnesota, we pride ourselves on being big enough to offer a full range of financial expertise, yet small enough to get to know our clients personally and truly offer each a hands-on approach.
Ronald A. Schieck
President and CEO
Before entering the world of finances, Ron spent 16 years in the field of engineering, where he did everything from department and
project management to systems administration. In 1990, Ron became a wealth manager, and he is now a general securities principle and a
registered representative of QA3 Financial Corporation, LLC as well as an SEC registered investment advisor representative.
While the worlds of engineering and financial planning may initially appear disparate, Ron understood the relationship between his
two careers. Engineering, after all, is about problem solving. It's about finding and building the most efficient, practical, and workable
solutions to a given task. Those are similar challenges faced by wealth managers as they maneuver through countless investment strategies
and financial instruments to build wealth in the most efficient and risk-free manner possible for their clients. Both engineering and wealth,
Ron points out, demand creative problem solving that is always measured by tangible results. As president and CEO of Alpha Financial Services,
Ron sees himself as a problem solver, approaching each client's financial situation with a fresh perspective. He challenges his employees
to complement their own financial expertise with an analytical engineering approach.
Mark Englund
Planning and Insurance Specialist
Mark Englund began his career in financial services in 1984, working as a disability insurance specialist. During his time with a major insurance company, he helped agents throughout the nation design and process disability insurance strategies.
After honing his skills working for others, Mark founded Englund Financial Services in 1992, and ten years later he and Ron decided to partner and merge their businesses under the name Alpha Financial Services.
Mark holds a state of Minnesota license that permits him to sell variable and fixed annuities as well as life, health, and disability insurance. He is a general securities registered representative and an investment advisory representative with QA3 Financial Corporation as well as an SEC registered investment advisor representative.
Mark has a degree in communications from Bethel College in St. Paul, Minnesota. He has an instinctive ability to help clients manage the emotional challenges people confront when implementing their financial strategies.
QA3 Financial Corporation
Securities are offered through QA3 Financial Corporation (Member FINRA/SIPC). Advisory services are offered through Alpha Financial Services, Inc., an SEC investment advisor. Advisory services offered through QA3 Financial LLC and Anchor Financial Services, Inc., SEC Investment Advisors. Alpha Financial Services and QA3 are not affiliated companies. Not FDIC insured - May lose value - No bank guarantee. |