Jeff Halverson, Financial Advisor

Jeff@InvestWithCCG.com

952-540-0153

Jeff Halverson is a Financial Advisor with Capital Consulting Group, focused on retirement planning and 401(k) rollover strategies for professionals and families throughout Minnesota.

He works with individuals who are building toward retirement, preparing to transition into it, or navigating the years that follow. Many of the clients he serves have invested decades building their careers and now seek disciplined, practical guidance to align their financial resources with long-term priorities.

Jeff brings more than two decades of leadership and business experience to his advisory practice. Prior to entering financial services, he served in executive and entrepreneurial roles, including real estate brokerage during volatile market cycles and senior-level district administration. In each capacity, he was accountable for financial stewardship, strategic planning, and decision-making with long-term organizational and community impact.

That foundation informs his approach to retirement planning today—measured, structured, and focused on clarity. Jeff believes effective retirement strategy extends beyond portfolio construction. It requires thoughtful coordination, long-horizon perspective, and decisions that are sustainable in real life—not simply optimized on paper.

Jeff holds the Series 7 and Series 66 securities (through LPL Financial) and is a licensed Minnesota Insurance Producer. He remains committed to ongoing professional development to ensure clients receive well-structured guidance aligned with evolving financial landscapes.

Outside of his professional work, Jeff values time with family and believes that disciplined planning provides the freedom to focus on what matters most in the years ahead.