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.
Credentials
Series 66
Experience Industry experience
3 years
Location
Motley, MN
Equitable Advisors
Institution
Jeremy Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Falcon Financial Group and has held various roles in education and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and portfolio management.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Motley, MN
Motley MN
Advisors at this office
1
Minnesota · Texas
3 years of industry experience
Equitable Advisors LLC
2023 - Present • 3 years
New York, NY
Falcon Financial Group
2022 - 2022 • 1 year
Arden Hills, MN
University of Wisconsin-Madison
2021 - 2023 • 2 years
Madison, WI
2 Tall Tavern
2020 - 2023 • 3 years
Cushing, MN
North Hennipen Community College
2019 - 2021 • 2 years
Brooklyn Park, MN
Morries Automotive Group
2018 - 2020 • 2 years
Golden Valley, MN
Armstrong High School
2015 - 2019 • 4 years
Plymouth, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Staples, MN
LPL Financial
Matthew Ratchenski is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mid Minnesota Federal Credit Union, Central Minnesota Credit Union, and Securian Financial Advisors. In addition to his advisory work, he owns and operates Ratchenski Farms. 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 with an emphasis on customizable investment strategies supported by LPL Research and third-party subadvisors.
Series 63, Series 66
Motley, MN
Ameriprise
Tamara Schabacker is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Securian Financial Services for 22 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.
Series 63
Motley, MN
LPL Financial
Steven Larson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at SagePoint Financial from 2012 to 2020 before joining LPL Financial. 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, and institutional platforms, supported by extensive operational tools and a large network of advisors.
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