Robin Baumgartner

Located in Minnesota and Florida

Robin Baumgartner has been providing employee benefits to clients since 1993.  Robin’s ability to deliver guidance on health and welfare plans, wellness programs and retirement plans comes naturally after years in the industry.  She provides customized solutions designed for a diverse base of corporate clients in many different industries, locally in MN and throughout the US.  Robin’s industry savvy has been key to helping business leaders develop educated benefit strategies.

• Robin was an International Relations major and Spanish minor at the University of MN.
• FINRA Series 7, 63 and 24 securities registrations; Registered Rep since 1993
• 2016 recipient of the education grant: ScaleUp, offered through WomenVenture, a female business owner’s education program.

• Robin has sat on several boards including: MAHU, and CGM (CelebrateGreaterMound)
• Robin is a member of NAHU/MNAHU (National Association of Health Underwriters/MN), MRA (MN Restaurant Association & Hospitality)
• 3-year volunteer with ARC (American Refugee Committee)

Robin enjoys spending time with her family, friends and her dog George.  In her free time, she attends Twins games and sporting events, as well as running, golfing and boating.

EXPERIENCE:

• In the financial services and insurance industry since 1993
• Owner, President & CEO of BCT Corporation
• Specializes in group benefits for profit, government and non-profit: retirement plans, health*, dental*, life, disability, HSA*, HRA/105*, Flex/125*, COBRA*, Fully Insured/Level/Self-Funded products

EDUCATION & CREDENTIALS

• Bachelor of Arts Degree - International Relations, Minor in Spanish from the University of Minnesota
• FINRA Series 7, 24 and 63 securities registrations
• Life and Health Insurance license in many states throughout the U.S.

INTERESTS:

• Member of National Association of Insurance and Financial Advisors (NAIFA)
• Member of Minnesota Association of Health Underwriters (MAHU)
• Active with Downtown Mpls Neighborhood Assn, Women’s Golf League
• Involved with Cape Coral Chamber of Commerce, WomenVenture, Buy Local-Metro IBA
• Certified WBENC, WOSB, DBE

*Offering Health Insurance products is an outside endeavor Robin is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.