Jordan Wain Deboer

Advisor at Calibration Financial — Milaca, MN

Updated today

Credentials

CFP®

Experience

10 years

Location

Milaca, MN 56353

Calibration Financial logo

Calibration Financial

Independent

Total advisors

1

Clients per advisor

85 Very High

Avg AUM per client

$190,845 Low

HNW client ratio

4% Low

About

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.

Client services

Based on Calibration Financial

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)

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Fee options

Quarterly

$900+/qtr

Other

Fees are calculated based upon complexity.

Location

Milaca, MN

120 Central Avenue North, Suite A

Milaca MN 56353

Advisors at this office

1

Most active in

California · Colorado · Florida · Minnesota · Texas

Work history

10 years of industry experience

Calibration Financial, LLC

2019 - Present • 7 years

Milaca, MN

Spc

2018 - 2019 • 1 year

Ann Arbor, MI

Parkland Securities, LLc

2018 - 2019 • 1 year

Ann Arbor, MI

The Prudential Insurance Company of America

2015 - 2018 • 3 years

Littleton, CO

Pruco Securities Llc

2015 - 2018 • 3 years

Littleton, CO

Aspirant Consulting, LLC

2008 - 2017 • 9 years

Lakewood, CO

Disclosures

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

Business activities & affiliations

user avatar

Ryan F

Series 66

Milaca, MN

OSAIC Institutions, INC.

Ryan Finc is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 25 years of industry experience. His work history includes positions at Infinex Investments, Inc., Essex National Securities, LLC, Invest Financial Corporation, and CUNA Brokerage Services, Inc. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Connor T

Series 66

Foley, MN

LPL Financial

Connor Thorsten is a Series 66-credentialed advisor at LPL Financial with one year of industry experience. His prior work includes roles at DJ Tax Service LLC and Divine Swine Catering, as well as service on the Falcon Bank Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Michael S

Series 66

Foley, MN

OSAIC

Michael Siegler is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 credential and has previously worked at SagePoint Financial and Caliber Financial Group. Outside of advising, he has experience assisting clients with life insurance and disability income insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Allen J

Series 63

Foley, MN

OSAIC

Allen Jenson is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been with AIG American General Life Insurance Company since 2002. He is also president of Navigator Financial Inc., a corporation primarily handling payroll and business meetings. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Halycon W

Series 63, Series 65

Foley, MN

LPL Financial

Halycon Washnieski is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Investment Centers of America, Inc. and Frandsen Bank & Trust, where he has been employed for over 20 years. Washnieski also serves as a non-variable insurance agent with Frandsen Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, with investment strategies that include model portfolios, third-party subadvisors, and customized approaches.

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

Christopher E

Series 66

Milaca, MN

Thrivent Investment Management

Christopher Ehlen is a financial advisor with Thrivent Investment Management in Milaca, MN. He holds a Series 66 designation and has 14 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as Fire Chief and Secretary for the Milaca Volunteer Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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