About
Shauna Bednar is a Senior Associate and Manager of Client Service at NorthRock Partners in Inver Grove Heights, MN, where she delivers strategic financial advice and comprehensive planning solutions to a diverse clientele. Her primary responsibilities include managing client relationships, overseeing trust and fiduciary matters, and ensuring clients receive tailored investment and wealth management strategies that align with their unique financial goals. Bednar holds the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) credentials, reflecting her expertise in trust services, estate planning, and wealth transfer for high-net-worth individuals and families.
Before joining NorthRock Partners in 2021, Bednar served as AVP and Trust Officer at U.S. Bank from 2017 to 2021 and Trust Advisor and Private Wealth Management Officer at UMB Private Wealth Management from 2014 to 2017. Throughout her career, she has focused on trust administration, fiduciary oversight, and private wealth advisory, with deep experience serving individuals, families, and business owners across sectors such as banking, wealth management, and estate services.
Bednar earned her Bachelor of Business Administration from the University of North Dakota and is recognized for her service in the U.S. Air Force as a Flight Engineer on C130s. Her dedication to client advocacy, combined with her expertise in fiduciary and planning disciplines, positions her as a trusted advisor specializing in trust services, estate planning, and multi-generational wealth management for affluent clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NorthRock Partners | Senior Associate | May 2021 to Present | — |
| U.S. Bank | AVP and Trust Officer | Jul 2017 to May 2021 | Responsible for the efficient administration of over 300 trust and investment accounts for 70+ high net worth client relationships. These accounts consist of revocable trusts, Irrevocable trusts and ... |
| UMB Private Wealth Management | Trust Advisor and Private Wealth Management Officer | Nov 2014 to Jul 2017 | Manage Investment Advisory and Retirement accounts for over 90 relationships, 160 accounts and 150 million dollars in assets under management in the Colorado and Arizona markets. Work with Private We... |
| UMB Private Wealth Management | Client Engagement Specialist | Nov 2012 to Nov 2014 | Responsible for managing client on-boarding for the Colorado and Arizona Regions, this includes all elements of the experience from business approval, opening and funding of new accounts, assisting cl... |
| United States Air Force | Flight Engineer | Nov 2010 to Nov 2016 | Responsible for pre-flight inspection through post-flight inspection. Monitor aircraft instruments during flight and address any system fluctuations or malfunctions, to include troubleshooting aircra... |
| Marshall and Ilsley Trust Company | Assistant Trust Administrator | Mar 2008 to Jun 2010 | Responsible for client interactions regarding financial transactions and account status. Worked with third parties such as attorneys, government officials, and other trust company employees to fluidl... |
| Marshall & Ilsley Trust Company | Trust Operations Specialist | Mar 2007 to Mar 2008 | Responsible for processing stock dividends on all M&I trust accounts, including over 32 outsourcing companies. Oversaw posting transactions to ensure error free processing as well as worked with outs... |
Education
The University of North Dakota
Bachelor of Business Administration (BBA)
2002 — 2006
Skills & Expertise
Others at Northrock Partners, LLC (6)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Minneapolis, MN , United States | |
| Associate | Saint Paul, MN , United States | |
| Investment Analyst | Minneapolis, MN , United States | |
| Senior Associate | CA , United States | |
| Associate | Minneapolis, MN , United States | |
| Treasurer | Minneapolis, MN , United States |
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S Shawn Eells | Portfolio Manager | Palisade Asset Management, LLC | Excelsior, MN , United States |