BBB Accredited Business since
Phone: (952) 844-9880 7400 Metro Blvd Ste 223, Edina, MN 55439
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Primary services include: (1) Investment management and financial planning services for individuals. (2) Management of 401(k) and other employer sponsored retirement plans. We are also engaged in other employee benefit plannign services including but not limited to health insurance, life insurance, disability insurance and Long Term Care.
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A BBB Accredited Business since
BBB has determined that FDI, Incorporated meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for FDI, Incorporated include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Minnesota Secretary of State
180 State Office Bldg, 100 Rev. Dr. Martin Luther King Jr. Blvd., Saint Paul MN 55155
Phone Number: (651) 296-2803
Type of Entity
Business ManagementDavid Pratt, MBA, CPC, CFP®, QPFC
Method(s) of Paymentcheck, if applicable, otherwise all fees are paid by deduction from accounts
Products & Services
According to the information provided by Financial Designs, Inc. (FDI), this comany is an independent firm specializing in personal financial services and business retirement planning. Their services include 401(k) Plans, ESOPs, retirement, pension and profit sharing funds. They also offer group health, life, disability, long term care programs as employee benefits.