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Hunter James Kontz

Advisor at LPL Enterprise — Marshall, MN

Updated today

Credentials

Series 66

Experience

10 years

Location

Marshall, MN 56258

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,100

Across 872 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Hunter Kontz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kontz also operates Kontz Financial Group, which offers health insurance and Medicare supplemental insurance products in addition to investment-related services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

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

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

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

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Marshall, MN

214 West College Drive

Marshall MN 56258

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

10 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Marshall, MN

Prudential Insurance Company of America

2016 - Present • 10 years

Marshall, MN

Pruco Securities, LLC.

2016 - 2024 • 8 years

Marshall, 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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Jeffrey V

Series 65

Marshall, MN

Birath Wealth Management, LLC

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.

General retirement planning College savings (529s, UTMA, etc.)
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Thomas B

Series 63, Series 66

Marshall, MN

Birath Wealth Management, LLC

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, offering portfolio management and financial planning. The firm constructs portfolios using fundamental analysis across multiple asset classes and typically acts with discretionary trading authority, providing regular account reviews and tailored Investment Policy Statements.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Corey S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corey Skogrand is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Additionally, he owns a business related to real estate in Marshall, MN. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Marshall, MN

LPL Financial

Ryan Serreyn is a financial advisor with LPL Financial based in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of his advisory work, Serreyn serves as president on the board of the Marshall Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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

Luke I

Series 66

Marshall, MN

Edward Jones

Luke Irmiter is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Bremer Bank, Western Equipment Finance, U.S. Bank, Hy-Vee, and Prairie Community Services. He has also served with the Marshall Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Financial Professional Educators, Teachers, and Academics
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Larry S

Series 66

Marshall, MN

Ameriprise

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

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