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
CFP®, Series 66
Experience Industry experience
8 years
Location
Bagley, MN
The Fiduciary Alliance
Multi-team
Matthew Myrick is a CFP® with eight years of industry experience and currently advises clients at The Fiduciary Alliance. He previously worked at Stewardship Investments, LLC for three years and holds a role as a part-time coach for Oak Hills Christian College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analysis techniques and may use third-party managers, serving both high-net-worth clients and plan sponsors with discretionary management and ERISA 3(21) nondiscretionary services.
Based on The Fiduciary Alliance
Based on The Fiduciary Alliance
Financial planning fixed fee between $500 and $40,000, negotiable
$0 - $150,000: $150,000+: Up to 2.00% annually, negotiable, blended tiered fee schedule applied to daily average account value
Commissions received from sale of securities and insurance products by registered representatives, including trail fees from mutual funds
Financial planning hourly fee $350 per hour, negotiable
Performance-based fees (carried interest) up to 25% of profits on specific alternative investments, calculated and paid at the end of the holding period
Account minimum: $150,000 Fee-only: Financial planning fixed fees from $500 up to $40,000 (negotiable); hourly financial planning fees at $350 per hour (negotiable); estate planning fees $1,000 - $3,000 (negotiable)
Bagley, MN
Bagley MN
Advisors at this office
1
Minnesota
8 years of industry experience
The Fiduciary Alliance
2021 - Present • 5 years
Greenville, SC
Stewardship Investments, LLC
2018 - 2021 • 3 years
Bagely, MN
Ohio Christian University
2017 - Present • 9 years
Circleville, OH
Oak Hills Christian College
2014 - 2018 • 4 years
Bemidji, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Bagley, MN
The Fiduciary Alliance
Tabitha Lundstrom is a financial advisor with The Fiduciary Alliance, holding a Series 65 designation and two years of industry experience. She has been affiliated with Stewardship Investments since 2015. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific approach guided by various analytical methods and offers a distinctive business model that includes serving other advisers and utilizing performance-based carried interest arrangements for certain alternative investments.
Series 66
Bagley, MN
Cambridge Investment Research Advisors
Sierra Serbus is a Series 66-licensed financial advisor with two years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors, where she has worked since 2026, and has prior experience with Commonwealth Financial Network and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.
CFP®, Series 63, Series 65
Bagley, MN
Cambridge Investment Research Advisors
Andrew Cloose is a CFP® with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory work, he serves as President, CEO, and Treasurer for Waypoint Food & Fuel, Inc., a gas station and convenience store in Solway, MN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.
ChFC®, Series 63, Series 65
Bagley, MN
Cambridge Investment Research Advisors
Joseph Lavine is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having previously worked at Commonwealth Financial Network and Investment Centers of America. Lavine also conducts fixed insurance sales, dedicating part of his time to this activity during business hours. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platforms tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")