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Credentials
Series 66
Experience Industry experience
22 years
Location
Prior Lake, MN 55372
Navpoint Financial, Inc.
Team
Total advisors
3Clients per advisor
76 HighAvg AUM per client
$3,284,536 Very HighHNW client ratio
82% Very HighKrista Ketelsen is a financial advisor at Navpoint Financial, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Navpoint Financial since 2003. In addition to her advisory role, she serves as Vice President, Chief Compliance Officer, and Corporate Secretary of the firm. Navpoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and consulting on special projects, using a holistic, cost- and tax-efficient approach that incorporates employer benefit plans and concentrated positions.
Based on Navpoint Financial, Inc.
Based on Navpoint Financial, Inc.
Fixed fees from $500 to $20,000 annually for financial planning and related services
0% to 2% annually
$150 - $600 per hour for special projects
Account minimum: $3 million Minimum fee: Fixed fees generally range from $500 to $20,000 annually Fee-only: Financial planning fees as fixed fees; hourly charges for special projects $150 - $600 per hour
Prior Lake, MN
16180 Hastings Ave SE Suite 301
Prior Lake MN 55372
Advisors at this office
3
Minnesota
22 years of industry experience
Navpoint Financial, Inc.
2003 - Present • 23 years
Prior Lake, MN
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Lakeville, MN
PairOne Private Wealth
Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.
Verified by Warmer
CFP®, Series 66
Eagan, MN
LPL Financial
Michael Bins is a CFP® professional currently affiliated with LPL Financial. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 65, Series 63
Savage, MN
Sword and Shield Solutions LLC
Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.
Series 66
Eden Prairie, MN
Trustmerit Capital
Joseph De Ziel is a financial advisor at TrustMerit Capital with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Ameriprise Financial Services. De Ziel has managed his own firm, TrustMerit Capital, since 2021. TrustMerit Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on clients’ income, tax considerations, time horizons, and risk tolerance. The firm uses a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory to guide long-term allocation decisions and implements portfolios under discretionary authority.
Series 66
Bloomington, MN
KMB Wealth Management, LLC
Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.
Series 63, Series 66
Prior Lake, MN
Strategic Finance & Management, LLC
Scott Langguth is a financial advisor at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.
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