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Dustin Christenson

Advisor at Edward Jones

Updated today

Location

Glenwood, MN 56334

Credentials

Series 66

Industry experience

17 years

About

Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

1640 Franklin St N

Glenwood, MN 56334

Most active in

Minnesota · Texas

Work history

Edward Jones

2009 - Present (17 years)

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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Timothy J

Series 63, Series 66

Glenwood, MN

USAdvisors Wealth Management, LLC

Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
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Dane A

Series 66

Glenwood, MN

Thrivent Investment Management

Dane Ankeny is a financial advisor with Thrivent Investment Management in Glenwood, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Ankeny serves as an assistant coach for a local youth wrestling team and holds leadership positions on several community boards, including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. Their approach integrates planning with managed-account programs while maintaining separate services.

Business ownership considerations
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William O

Series 63, Series 65

Glenwood, MN

Cetera

William Ogdahl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Cetera in 2025, he spent a decade at Avantax Investment Services and related entities. Outside of his advisory work, Ogdahl owns and operates Bull Market Bovines LLC, a cattle raising business, and serves as treasurer for the Glenwood Waterama Festival nonprofit organization. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by multiple program structures and a combination of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jodi M

Series 66

Glenwood, MN

Thrivent Investment Management

Jodi Meade is a Series 66 licensed financial advisor at Thrivent Investment Management with nine years of industry experience. She has been with Thrivent since 2017 and previously operated a Special Event Bridal Boutique for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Lisa B

Series 66

Glenwood, MN

Thrivent Investment Management

Lisa Berg is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2019 and previously held roles at Securities America Advisors and Eagle Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Business ownership considerations
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