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Halycon Washnieski

Advisor at LPL Financial

Updated today

Location

Foley, MN 56329

Credentials

Series 63, Series 65

Industry experience

10 years

About

Halycon Washnieski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2017, Halycon worked at Investment Centers of America, Inc. and has been associated with Frandsen Bank & Trust since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research and model portfolios, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

341 4 Th Ave N

Foley, MN 56329

Most active in

Minnesota

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers of America, Inc.

2015 - 2017 (2 years)

Frandsen Bank & Trust

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

Jordan D

CFP®

Milaca, MN

Calibration Financial

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Steven L

Series 66

St. Cloud, MN

Lfa

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

James S

Series 63

St. Cloud, MN

Lfa

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Jason H

CFP®, Series 63, Series 65

St. Cloud, MN

AIS Planning

Jason Hallonquist is a CFP® professional with 23 years of experience in financial planning and investment advisory services. He has been with AIS Planning since 2008 and previously worked at Winona Bank Holding Company Financial Services. Outside of his advisory role, Hallonquist serves on the board of Anne Marie's Alliance, a battered women’s shelter and support system, and is active in several community organizations including the Rotary Club of St. Cloud and the St. Cloud Chamber of Commerce. AIS Planning is a team of nine advisors serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness across a variety of investment vehicles.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
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Jessica G

Series 66

St. Cloud, MN

Midwest Financial Partners

Jessica Gauerke is a financial advisor at Midwest Financial Partners with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Jefferson Wells, Alps Fund Services, and Securities America. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm manages approximately $1.26 billion in assets across more than 1,100 client accounts and offers a Comprehensive Portfolio Management service that integrates financial planning with discretionary portfolio management using various investment vehicles.

Wealth management
user avatar

Teresa B

Series 65

St. Cloud, MN

AIS Planning

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired Executive
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