Jarrett Yehlen, CFP® in

Jarrett Yehlen, CFP®

Login to view DISC.
Co-Founder & Partner at Itasca Wealth
📍 St Paul, Minnesota, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
22 Years
Current Role
Co-Founder & Partner
Job Level
Leadership
Location
St Paul, Minnesota, United States
Personality Overview

How Jarrett shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jarrett cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

2-2024
Co-Founder & Partner
Itasca Wealth
9-2013
Financial Advisor, CFP
Northwestern Mutual, The Columns Resource Group, Edina
1-2003 - 8-2013
College Athletics & Sports Management Professional
Fiscal Management & Strategic and Capital Planning
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2006 - 2008
M.Ed
University of Minnesota
1999 - 2005
Bachelor of Science (B.S.)
University of Missouri-Columbia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jarrett. Free, 10 seconds.