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Eli Jon Samuelson

Advisor at LPL Financial — Springfield, MN

Updated today

Credentials

Series 66

Experience

2 years

Location

Springfield, MN 56087

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Eli Samuelson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northwestern Mutual for one year and held positions in education at Augustana University and Comfrey Public School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Springfield, MN

101 N Marshall Ave

Springfield MN 56087

Advisors at this office

5

Most active in

Minnesota · Texas

Work history

2 years of industry experience

LPL Financial

2023 - Present • 3 years

Springfield, MN

Northwestern Mutual

2022 - 2023 • 1 year

Sioux Falls, SD

Augustana University

2019 - 2023 • 4 years

Sioux Falls, SD

Comfrey Public School

2013 - 2019 • 6 years

Comfrey, MN

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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Daniel Z

Series 66

Sleepy Eye, MN

Guardian Life

Daniel Zufall is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also active as a residential mortgage broker with Barrett Financial Group. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David M

CFP®, Series 63, Series 65

Springfield, MN

LPL Financial

David Milbrath is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked for nine years, and has managed Prairie Plans Asset Management since 1991. Outside of his advisory work, he is involved in agricultural ventures, including raising feeder cattle, and holds positions in related businesses such as Red Rock Quarry, Inc. and Red Rock Farms, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, supported by research, technology, and a broad suite of financial and insurance products.

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

Series 66

Springfield, MN

LPL Financial

Jordan Milbrath is a financial advisor with LPL Financial in Springfield, MN, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Investment Centers of America, Inc. and held a role with the Cleveland Indians. Outside of his advisory work, Milbrath volunteers as a firefighter with the Springfield Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

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

William R

Series 63

Sleepy Eye, MN

Edward Jones

William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John M

Series 66

Springfield, MN

LPL Financial

John Mueller is a financial advisor with LPL Financial in Springfield, MN, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America, Inc. for 14 years. Mueller is also involved with Prairie Plans Asset Management, a DBA entity related to his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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

Maya N

Series 66

Sleepy Eye, MN

Edward Jones

Maya Nelson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Schwartz Farms and Minnesota State University, Mankato. Outside of her advisory work, she has experience working at local community organizations including the Sleepy Eye Family Aquatic Center and St. Marys High School in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business exit / sale strategy General estate planning guidance Inheritance planning Founder/Business Owner
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