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Please NoteWilary Winn LLC and Wilary Winn Risk Management have moved to our new location in the Alliance Bank Center:

Wilary Winn LLC
55 East 5th Street
Suite 1020
Alliance Bank Center
St. Paul, MN 55101

Our phone and fax numbers have not changed.

Steve Halverson

Wilary Winn Financial Analyst Steven Halverson is one of the newest members of our team. Mr. Halverson recently graduated with highest honors from the University of Wisconsin – La Crosse with a bachelor's degree in Finance and minors in both Accounting and Economics. Steven teams with Wilary Winn consultants on a variety of engagements, including valuation of pooled trust preferred collateralized debt obligations, non-agency mortgage-backed securities, and determination of fair value. Prior to joining the firm, Steven interned as a financial analyst at Land O'Lakes and worked as a portfolio management intern at Stifel Nicolaus.

Testimonials

"Over the past several years we have referred many clients to Wilary Winn. All have been pleased with their quality service, timeliness and reasonable cost."
— Brian Buchholz, CPA, Wipfli LLP
(more testimonials)

Hot Issues

Credit Union Purchase Accounting White Paper (pdf 266 Kb) Credit Union Merger FAQs (pdf 82 Kb) TRUP White Paper (pdf 329 Kb) Other Than Temporary Impairment - Web Seminar (ppt 1.0 Mb) Fair Value Accounting under FAS 157 and 159 (ppt 478 Kb) Valuing and Accounting for Mortgage Banking Derivatives (doc 235 Kb) Credit Union Merger Accounting (ppt 834 Kb)

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Contact Info

Wilary Winn LLC
55 East 5th Street
Suite 1020
Alliance Bank Center
St. Paul, MN 55101
(651) 224-1200