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Kelly Ron Hubrig

Advisor at LPL Financial — Wahpeton, ND Second Ave North

Updated today

Credentials

CFP®, Series 66

Experience

23 years

Location

Wahpeton, ND 58075

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kelly Hubrig is a CFP®-designated financial advisor with 23 years of industry experience, currently with LPL Financial since 2017. She previously worked at Cetera and Bell State Bank & Trust, where she continues to hold a role. Hubrig serves as a board member of the Hankinson Housing Authority, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Wahpeton, ND Second Ave North

717 Second Ave North

Wahpeton ND 58075

Advisors at this office

1

Most active in

North Dakota · Oklahoma · South Carolina · South Dakota · Utah

Work history

23 years of industry experience

LPL Financial

2017 - Present • 9 years

Wahpeton, ND

Cetera

2014 - 2017 • 3 years

Wahpeton, ND

Bell State Bank & Trust

2012 - Present • 14 years

Wahpeton, ND

Cetera Investment Services Llc

2012 - 2017 • 5 years

St. Cloud, MN

RVCDC

2001 - Present • 25 years

Fargo, ND

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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Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Thrivent Financial, Wells Fargo, City Brew Hall, American Family, and State Farm. Outside of advising, he serves as a board member of Bois De Sioux Golf Course and is involved in farming operations as a truck driver for Etten Farms Inc. He also collects and occasionally trades trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing written recommendations and periodic reviews without direct portfolio management for institutional clients.

Business ownership considerations

Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Brandvold owns and operates a small cattle ranch and serves as a board member for Northland Township, where he helps oversee local road and infrastructure maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without discretionary trading authority.

Business ownership considerations
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Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor at Edward Jones in Breckenridge, MN, holding a Series 66 designation with 1 year of industry experience. Prior to joining Edward Jones, Muehler worked at Doc's Pub & Eatery and Hankinson Drug. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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