Colin Eral

Advisor at Edward Jones — Somerset, WI

Updated today

Credentials

Series 66

Experience

2 years

Location

Somerset, WI 54025

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Colin Eral is a financial advisor at Edward Jones in Somerset, WI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Outreach Enterprises LLC and Royal Mechanical. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management

Occupation focus

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

LGBTQIA

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Somerset, WI

830 Rivard St Suite 500

Somerset WI 54025

Advisors at this office

2

Most active in

Wisconsin

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Unemployed

2024 - 2024 • 1 year

Houlton, WI

Outreach Enterprises LLC

2023 - 2024 • 1 year

New Richmond, WI

Unemployed

2022 - 2023 • 1 year

Houlton, WI

Royal Mechanical

2020 - 2022 • 2 years

Stillwater, MN

SPS Commerce

2018 - 2020 • 2 years

Minneapolis, MN

Unemployed

2018 - 2018 • 1 year

Houlton, WI

Chili's

2018 - 2018 • 1 year

Woodbury, MN

Unemployed

2018 - 2018 • 1 year

Houlton, WI

Minneapolis Business College/ Bradford Schools Inc

2017 - 2018 • 1 year

Roseville, MN

Unemployed

2017 - 2017 • 1 year

Houlton, WI

Luther College

2016 - 2017 • 1 year

Decorah, IA

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

Jesse S

CFP®, Series 63

Bayport, MN

Prevail Financial Partners, LLC

Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

General retirement planning Annuities Options & derivatives strategies
user avatar

Jay R

Series 63, Series 65

Stillwater, MN

Investors Choice

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Active portfolio management Options & derivatives strategies Annuities
user avatar

Paul K

Series 66

New Richmond, WI

T/R Financial Management Group, LLC

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Equity compensation tax strategy Active portfolio management Retired
user avatar

Sarah B

Series 63, Series 65

Lake Elmo, MN

Fencl Advisory Services, LLC

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

Retirement income strategy General retirement planning Annuities Wealth management Founder/Business Owner
user avatar

Zachary L

Series 65

Lake Elmo, MN

Laureate Wealth Management, LLC

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
user avatar

Matthew M

Series 63, Series 65, Series 66

Stillwater, MN

Gambit Capital Management, LLC

Matthew Mattheisen is a financial advisor at Gambit Capital Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Focus Financial Network, Inc., Osaic Wealth, Inc., and Charles Schwab & Co., Inc. Outside of advising, he is the author of a book on career growth and mentoring and is the founder of Decoder Universe, a platform he maintains related to code and apps. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios potentially including derivatives and private placements.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)