Brenden Joseph Knutson

Advisor at Edward Jones — Stewartville, MN

Updated today

Credentials

Series 66

Experience

4 years

Location

Stewartville, MN 55976

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brenden Knutson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022. Prior to his current role, he held positions in education and at companies such as Mills Fleet Farm and KMTelecom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning

Occupation focus

Founder/Business Owner Doctor or Medical Professional

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Stewartville, MN

423 S Main Street Ste B

Stewartville MN 55976

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Mills Fleet Farm

2022 - 2022 • 1 year

Eau Claire, WI

Full-Time Education

2021 - 2021 • 1 year

Eau Claire, WI

KMTelecom

2021 - 2021 • 1 year

Kasson, MN

University of Wisconsin-Eau Claire

2021 - 2021 • 1 year

Eau Claire, WI

Full-Time Education

2020 - 2021 • 1 year

Eau Claire, WI

KMTelecom

2020 - 2020 • 1 year

Kasson, MN

Full-Time Education

2019 - 2020 • 1 year

Eau Claire, WI

KMTelecom

2019 - 2019 • 1 year

Kasson, MN

Full-Time Education

2017 - 2019 • 2 years

Eau Claire, WI

Target

2016 - 2017 • 1 year

Rochester, MN

Disclosures

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

Business activities & affiliations

user avatar

Thomas K

CFP®, Series 66

Rochester, MN

Mako Wealth Group

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired Self-Employed Young Professionals
user avatar

Donald J

CFP®, Series 63, Series 65

Rochester, MN

Adviser Financial Group, Inc

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Corey B

Series 65

Rochester, MN

Ataraxis Financial

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Passive / index investing General retirement planning
user avatar

Ryan K

Series 65

Rochester, MN

RGA Investment Advisors, LLC

Ryan King is a financial advisor at RGA Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pine Bluffs Capital Management for seven years, where he is also a principal involved in small multifamily rental real estate investments. His background includes roles at Harris Williams and the University of Michigan. RGA Investment Advisors LLC provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, and businesses. The firm manages taxable and retirement accounts through a primarily long-term investment process that incorporates fundamental, technical, and cyclical analysis across equities, mutual funds, ETFs, bonds, and private placements.

Wealth management
user avatar

Kimberley D

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Options & derivatives strategies
user avatar

Collin M

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent five years at the University of Wisconsin Eau Claire. Lifetime Wealth Management provides personalized investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a value-oriented investment approach that incorporates fundamental and technical analysis, offering a range of supervisory service levels tailored to client needs.

Options & derivatives strategies
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