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Anastasia Kristine Hess

Advisor at Packerland Brokerage Services, Inc. — Crookston, MN

Updated today

Credentials

Series 66

Experience

1 year

Location

Crookston, MN 56716

Packerland Brokerage Services, Inc. logo

Packerland Brokerage Services, Inc.

Multi-team

Total advisors

178

Across 93 offices

Clients per advisor

27 Very Low

Avg AUM per client

$277,427 Very Low

HNW client ratio

23% Typical

About

Anastasia Hess is a financial advisor at Packerland Brokerage Services, Inc. in Crookston, MN, holding a Series 66 designation with one year of industry experience. She has prior experience with BFB Management, LLC and North Shore Resort Company, where she held roles related to resort management. Outside of her advisory work, she is involved with BFB Management Co. LLC as a Human Resources Director, overseeing 401(k) administration without compensation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, managing over $900 million in client assets and providing a range of investment solutions including third-party manager oversight and fee-based programs.

Client services

Based on Packerland Brokerage Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $10,000

Commissions

Commissions are earned on securities transactions processed through Packerland's broker-dealer

Project-based

Hourly rates for financial planning typically do not exceed $400/hour

Other

Minimum fee: Financial Planning fees typically range from $500 to $10,000 depending on complexity and arrangement Fee-only: Financial Planning fees charged on fixed fee basis ($500 to $10,000), hourly basis (up to $400/hour), or as a percentage of assets under management, negotiated per client

Location

See office

Crookston, MN

115 South Broadway

Crookston MN 56716

Advisors at this office

2

Most active in

Minnesota

Work history

1 year of industry experience

Packerland Brokerage Services

2026 - Present • 1 year

Green Bay, WI

Packerland Brokerage Services

2025 - 2026 • 1 year

Green Bay, WI

BFB Management, LLC dba Bluefin Bay Family of Resorts

2020 - Present • 6 years

Tofte, MN

North Shore Resort Company dba Lutsen Resort on Lake Superior

2015 - 2020 • 5 years

Lutsen, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Rose K

CFP®, Series 66

Crookston, MN

Packerland Brokerage Services, Inc.

Rose Koch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2017. She previously worked at Questar Capital Corporation for nine years and was involved with Dennis Koch for 25 years. Rose is also a registered representative for Sanum Financial Services, where she provides financial planning and insurance services. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a platform that incorporates both direct and third-party investment solutions, including separately managed accounts and unified managed accounts.

Retirement income strategy Options & derivatives strategies Wealth management
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Annette T

Series 63, Series 65

Crookston, MN

LPL Financial

Annette Thompson is a financial advisor with LPL Financial in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked at Bremer Bank and Raymond James Financial Services, each for 13 years, and is currently associated with Old National Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ben T

Series 66

Crookston, MN

Edward Jones

Ben Trostad is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Pruco Securities LLC and Bremer Bank. Outside of his advisory work, he coaches the Crookston Boys Hockey team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Troy L

Series 63, Series 65

Crookston, MN

Edward Jones

Troy Lindberg is a financial advisor with Edward Jones in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Invest Financial Corp and American Federal Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner

Bryn S

Series 66

Crookston, MN

Edward Jones

Bryn Seay is a Series 66 licensed financial advisor at Edward Jones in Crookston, MN, with four years of industry experience. Prior to joining Edward Jones in 2021, Bryn worked for seven years at Rydell Auto Center. Outside of advising, Bryn is involved in selling sports cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory and investment management services supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Dustin B

Series 66

Crookston, MN

Edward Jones

Dustin Buse is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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