Cory David Oehlke

Advisor at Edward Jones — Wadena, MN

Updated today

Credentials

Series 66

Experience

16 years

Location

Wadena, MN 56482

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Cory Oehlke is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Wadena, MN

306 Jefferson St S

Wadena MN 56482

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

16 years of industry experience

Edward Jones

2010 - Present • 16 years

St Louis, MO

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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Ross Z

Series 66

Wadena, MN

Ameriprise

Ross Zieglmeier is a financial advisor with Ameriprise in Wadena, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Craig & Associates for seven years before joining Ameriprise in 2022. Zieglmeier serves on the boards of Share A Home, Inc., the Wadena Rotary Club, and the Astera Health Foundation, and he is co-owner of RJG Services Inc., providing office support and administration. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrea S

Series 66

Wadena, MN

Thrivent Investment Management

Andrea Seelhammer is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of her advisory role, she co-owns a small farm operation and serves as a board member and current president of the Wadena Rotary Club, as well as a board member of the Wadena Deer Creek Trap Shooting Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and provides clients with the option to combine planning with managed-account programs under a consolidated billing approach.

Business ownership considerations
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Ryan N

Series 66

Wadena, MN

Ameriprise

Ryan Nelson is a financial advisor with Ameriprise in Wadena, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he co-owns RJG Services, a business involved in office support and administration, and also operates a lawn care service. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert B

Series 66

Wadena, MN

LPL Financial

Robert Beseman is a financial advisor with LPL Financial in Wadena, MN, holding a Series 66 credential and 23 years of industry experience. He previously worked at Investment Centers of America, Inc. for 15 years and has been involved with Bni since 2003. Outside of his advisory role, he serves as a foster parent for Ottertail County, Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

CFP®, Series 66

Wadena, MN

Ameriprise

Zachary Kreklau is a CFP® professional with 19 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he is co-owner of RJG Services Inc., a business providing office support and administrative services. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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