Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Ada, MN 56510
LPL Financial
Institution
Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and NyLife Securities, LLC. Outside of his advisory work, he is involved as a voice-over artist and a promoter with BD&LL Screen Printing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Ada, MN W 2nd Street
410 W 2nd Street
Ada MN 56510
Advisors at this office
1
Minnesota
9 years of industry experience
Frandsen Bank & Trust
2025 - Present • 1 year
Ada, MN
Great Valley Advisor Group Inc.
2021 - 2025 • 4 years
Bemidji, MN
LPL Financial
2018 - Present • 8 years
Ada, MN
R&J Broadcasting, Inc.
2017 - Present • 9 years
Ada, MN
NyLife Securities, LLC
2017 - 2018 • 1 year
Fargo, ND
New York Life Insurance Co.
2017 - 2018 • 1 year
Fargo, ND
R & J Broadcasting, Inc
2002 - 2017 • 15 years
Ada, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Ada, MN
Thrivent Investment Management
Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.
Series 63, Series 65
Anthony, MN
LPL Enterprise
Darin Moening is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a contingent power of attorney for his parents. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a suite of affiliated financial services.
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