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 65, Series 63, Series 66
Experience Industry experience
30 years
Location
Browerville, MN 56438
Cetera
Institution
Marty Host is a financial advisor with Cetera who holds Series 65, Series 63, and Series 66 credentials and has 30 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years and has been involved with Money Werx Insurance & Financial Services, LLC since 2022. Outside of advisory roles, Host serves as a school board member and clerk for Browerville Public School ISD#787 and is a member of the Browerville Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Browerville, MN
400 Main St S
Browerville MN 56438
Advisors at this office
1
Minnesota
30 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2023 - Present • 3 years
El Segundo, CA
Money Werx Insurance & Financial Services, LLC
2022 - Present • 4 years
Browerville, MN
M&C Host Properties, LLC Investment R
2014 - Present • 12 years
Browerville, MN
COUNTRY FINANCIAL
2010 - 2022 • 12 years
Browerville, MN
CUNA Brokerage Services, Inc.
2006 - 2010 • 4 years
Melrose, 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
Long Prairie, MN
LPL Financial
Matthew Kreuzer is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. He has worked at LPL Financial since 2022 and previously with CUNA Brokerage Services. Outside of his advisory role, he serves as CEO and manager of Premium Point Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Series 63, Series 65
Long Prairie, MN
Raymond James Financial
Michael Bongaarts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James and affiliated firms since 2014. Outside his advisory role, he owns and manages several real estate-related businesses, including NorthStar Pheasants and NorthStar Real Estate Opportunity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Series 66
Long Prairie, MN
LPL Financial
Kevin Spohn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of his advisory work, Spohn serves as a volunteer firefighter with the Albany Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of advisors and advanced operational tools.
Series 66
Long Prairie, MN
Edward Jones
Jeffery Barth is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an officer in a Cub Scouts club and is involved in farming operations in Swanville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm operates nationally with a large network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.
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