Jeremy Lewis
Advisor at Equitable Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Motley, MN
Credentials
Series 66
Industry experience
2 years
About
Jeremy Lewis is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Falcon Financial Group and has professional experience including roles at the University of Wisconsin-Madison and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that leverages third-party asset managers and offers both advisory and brokerage channels.
Client services
Based on Equitable Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Location
Motley, MN
Most active in
Jeremy L has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Equitable Advisors LLC
2023 - Present (3 years)
Falcon Financial Group
2022 - 2022 (1 year)
University of Wisconsin-Madison
2021 - 2023 (2 years)
2 Tall Tavern
2020 - 2023 (3 years)
North Hennipen Community College
2019 - 2021 (2 years)
Morries Automotive Group
2018 - 2020 (2 years)
Armstrong High School
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Matthew R
Series 66
Staples, MN
LPL Financial
Matthew Ratchenski is a financial advisor with LPL Financial in Staples, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Central Minnesota Credit Union, CUNA Brokerage Services, and Securian Financial Advisors. Outside of his advisory work, he is the owner of Ratchenski Farms, a farming business he has operated since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Steven L
Series 63
Motley, MN
LPL Financial
Steven Larson is a financial advisor with LPL Financial in Motley, MN, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at SagePoint Financial for eight years before joining LPL Financial in 2020. Larson also operates Larson & Larson Financial, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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