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Kale Stromme

Advisor at LPL Financial

Updated today

Location

Devils Lake, ND 58301

Credentials

Series 66

Industry experience

1 year

About

Kale Stromme is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he spent 14 years at Western State Bank. He serves on the boards of North Central Housing and the Devils Lake Park Board, both nonprofit organizations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

110 4 Th St Se

Devils Lake, ND 58301

Most active in

North Dakota

Work history

LPL Financial

2024 - Present (2 years)

Western State Bank

2010 - 2024 (14 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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Dylan D

Series 66

Devils Lake, ND

Cetera

Dylan Dalziel is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Cetera and Ramsey Investment Services, as well as experience in landscaping and construction. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alaina S

Series 66

Devils Lake, ND

Thrivent Investment Management

Alaina Schmid is a Series 66-registered financial advisor with Thrivent Investment Management, based in Devils Lake, ND. She has six years of industry experience, including roles at Thrivent Financial and prior work at Lake Region State College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics. The firm combines holistic, goal-based analyses with options for managed-account programs, while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar

Todd D

Series 66

Devils Lake, ND

Cetera

Todd Dalziel is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has been with Cetera and related entities since 2013. Dalziel is also the owner of Ramsey Investment Services, LLC, which operates under a Cetera business name. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple investment program options and a combination of retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Thomas R

Series 63, Series 66

Devils Lake, ND

Edward Jones

Thomas Reule is a financial advisor at Edward Jones with over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he is involved in farming activities in Devils Lake, ND, where he serves as a part-owner and participates in farm management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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