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David Lee Madetzke

Advisor at OSAIC — Shakopee, MN Vierling Drive

Updated today

Credentials

Series 66

Experience

19 years

Location

Shakopee, MN 55379

OSAIC logo

OSAIC

Institution

Total advisors

7,832

Across 3,562 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Shakopee, MN Vierling Drive

1305 Vierling Drive

Shakopee MN 55379

Advisors at this office

1

Most active in

Minnesota

Work history

19 years of industry experience

OSAIC

2024 - Present • 2 years

Shakopee, MN

OSAIC

2024 - Present • 2 years

Shakopee, MN

Securities America Advisors

2022 - 2024 • 2 years

Shakopee, MN

Securities America, Inc.

2022 - 2024 • 2 years

Shakopee, MN

Focus Financial

2013 - 2022 • 9 years

Minneapolis, MN

Royal Alliance Associates

2013 - 2022 • 9 years

Minneapolis, MN

National Planning Corporation

2012 - 2013 • 1 year

MN

Equitable Advisors

2009 - 2009 • 1 year

MN

Disclosures

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

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, with 43 years of industry experience. He founded the firm in 2001 and holds a Series 63 designation. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School District #277 school board. Harrison Capital Management provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using stocks, bonds, ETFs, and no-load mutual funds based on clients’ objectives, time horizons, and risk tolerances, and manages approximately $32.2 million across about 27 relationships.

General retirement planning
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Private / alternative investments Wealth management
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Debt management Cash flow / budgeting Equity compensation tax strategy
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