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BAK Wealth Management

4501 Coleman St. STE 208
Bismarck, ND 58503

Phone:

701-250-6456

Fax:

701-258-5295

E-mail:

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Calculators

You can review interesting calculators on my site.

Videos

We have interesting videos for you to watch on my site.

Today's investment climate offers unprecedented opportunities. At BAK Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals

  • A well-defined roadmap for achieving those goals

  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on BAK Wealth Management, please contact us today.

Click here to schedule an appointment with our office!

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Shows how transfer-on-death designations help avoid probate costs.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Determine whether you should consider refinancing your mortgage.

How much can you afford to pay for a car?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck