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Kelly Meyer

Advisor at PFG Advisors

Updated today

Location

Worthington, MN 56187

Credentials

Series 63

Industry experience

26 years

About

Kelly Meyer is a financial advisor with PFG Advisors, holding a Series 63 designation and 26 years of industry experience. Her prior work includes roles at United Planners, OSAIC, Securities America Advisors, and United Prairie Bank. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Client services

Based on PFG Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on PFG Advisors

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on PFG Advisors

Executive Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $100 to $5,000 for financial planning/consulting services

Percentage

$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually

Commissions

Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)

Project-based

$100 to $1,000 per hour for financial planning/consulting services

Subscriptions

Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually

Other

Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually

Location

905 Mc Millan St.

Worthington, MN 56187

Most active in

Minnesota

Work history

United Planners

2025 - Present (1 year)

OSAIC

2024 - 2025 (1 year)

PFG Advisors, LLC

2019 - Present (7 years)

Securities America Advisors, Inc.

2015 - 2022 (7 years)

SECURITIES AMERICA, inc.

2009 - 2024 (15 years)

United Prairie Bank

1999 - Present (27 years)

Kelly Meyer

1998 - Present (28 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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Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is involved in prairie restoration through a native grass seeding service and contributes as an outdoor writer for local newspapers. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll holds Series 63 and Series 66 licenses and is also commissioned as a notary in Minnesota. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® with nine years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Momentum Independent Network Inc. for eight years. Outside of her advisory role, she is the owner of Kolpin Landscaping, a non-investment related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Todd H

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Henderson serves in multiple leadership roles at Worthington Christian Church and acts as treasurer for the Frosty Riders Snowmobile Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)

Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

John S

Series 66

Worthington, MN

Edward Jones

John Standafer is a Series 66 licensed financial advisor with Edward Jones in Worthington, MN, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as Vice Chair for the local Kiwanis chapter organizing safe and sober prom driver events. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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