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Isaac Jordahl

Advisor at LPL Financial

Updated today

Location

Wahpeton, ND 58075

Credentials

Series 66

Industry experience

1 year

About

Isaac Jordahl is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bell Bank, and the City of Breckenridge. Jordahl is also involved with American Federal Bank. 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 variety of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities.

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

615 2 Nd Ave N

Wahpeton, ND 58075

Most active in

Minnesota · North Dakota

Work history

lpl financial llc

2025 - Present (1 year)

American Federal Bank

2025 - Present (1 year)

City of Breckenridge

2024 - 2025 (1 year)

Morgan Stanley

2023 - 2024 (1 year)

ComDel Innovation

2022 - 2023 (1 year)

Bell Bank

2021 - 2022 (1 year)

Bell Bank

2020 - 2021 (1 year)

Bell Bank

2019 - 2020 (1 year)

Unemployed

2018 - 2019 (1 year)

Sherven's

2018 - 2018 (1 year)

NDSCS

2018 - 2018 (1 year)

Unemployed

2017 - 2018 (1 year)

NDSCS

2017 - 2017 (1 year)

Unemployed

2016 - 2017 (1 year)

NDSCS

2016 - 2016 (1 year)

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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Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Wells Fargo, American Family, State Farm, Northwestern Mutual, and City Brew Hall. Outside of his advising role, he serves as a board member of Bois de Sioux Golf Course and is involved in a farming operation as a truck driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while maintaining separate services.

Business ownership considerations

Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Thrivent and its affiliates since 2016. Outside of his advisory role, Brandvold owns and operates a cattle ranch and serves as a board member for Northland Township, where he helps oversee local infrastructure and maintenance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Business ownership considerations
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Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor with Edward Jones in Breckenridge, MN, holding a Series 66 designation. Muehler has been with Edward Jones since 2013 and previously worked at Hankinson Drug and Doc's Pub & Eatery. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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