Justin Schroeder

Advisor at Edward Jones

Updated today

Location

Fergus Falls, MN 56537-2424

Credentials

CFP®, Series 66

Industry experience

9 years

About

Justin Schroeder is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Walgreens for eight years. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

402 Western Ave Ste 2

Fergus Falls, MN 56537-2424

Most active in

Minnesota · North Dakota

Work history

Edward Jones

2016 - Present (10 years)

Walgreens

2008 - 2016 (8 years)

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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Linda C

Series 63, Series 65

Fergus Falls, MN

The Cornish Group LLC dba Cornish Financial Services Group

Linda Cornish is the principal of The Cornish Group LLC dba Cornish Financial Services Group in Fergus Falls, MN, with 37 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has a background that includes roles at Calhoun Financial Services and American Investors Company. Outside of financial advising, she is involved in real estate brokerage, probate administration, and acts as a trustee managing beneficiary expenses. The Cornish Group provides financial planning services primarily to individuals, trusts, and corporations through tailored written plans and consultations. The firm focuses on financial planning rather than discretionary portfolio management, does not maintain client assets, and employs a fee structure based on flat or hourly fees rather than asset-based billing.

General retirement planning
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Timothy N

CFP®, Series 63, Series 66

Fergus Falls, MN

Farther

Timothy Nanson is a CFP® with 15 years of industry experience, currently serving as an advisor at Farther since 2025. His prior roles include nine years at Fortress Retirement, Inc. and three years at Womack Wealth Management. Outside of his advisory work, he operates a food truck called Bossy Babes BBQ, where he serves as Pit Master. Farther serves individual investors, trusts, and estates through a technology-driven platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Kathryn V

Series 66

Fergus Falls, MN

SPC

Kathryn Vukonich is a financial advisor at SPC with 11 years of industry experience. She holds a Series 66 designation and has worked at Parkland Securities since 2014 and at Security Insurance, Inc. since 2011. Outside of her advisory role, she co-owns Forest Lodge Kennels, which breeds and sells AKC registered Bernese Mountain Dog puppies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm’s approach includes discretionary management with periodic monitoring and model portfolios, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary services.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Matthew H

Series 66

Fergus Falls, MN

Edward Jones

Matthew Hendricks is a financial advisor at Edward Jones in Fergus Falls, MN, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions 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

Isaac V

CFP®, ChFC®, Series 63, Series 66

Fergus Falls, MN

Edward Jones

Isaac Vatnsdal is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at CONCOUSRE FINANCIAL GROUP for eight years. Outside of his advisory role, he coaches youth hockey for the Fergus Falls Hockey Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Steven G

Series 63, Series 66

Fergus Falls, MN

Thrivent Investment Management

Steven Gundersen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing approach called WealthPlan.

Business ownership considerations
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