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Melissa Gaustad

Advisor at Fidelity

Updated today

Location

International Falls, MN

Credentials

Series 66

Industry experience

20 years

About

Melissa Gaustad is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolio delivery.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

International Falls, MN

Most active in

Minnesota · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY

2014 - Present (12 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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Chris Q

Series 63, Series 65

International Falls, MN

&PARTNERS

Chris Quackenbush is a financial advisor at &PARTNERS with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of TQWMG, LLC, an investment-related business based in Bloomington, Indiana. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Richard R

Series 63, Series 65

International Falls, MN

LPL Enterprise

Richard Rud is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and a 21-year tenure with the Koochiching County Sheriff's Office. Outside of finance, he is employed by Unifi, where he assists with customer check-in and luggage handling at an airport. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Brady H

Series 66

International Falls, MN

Edward Jones

Brady Hjelle is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at TruStar Federal Credit Union for five years and Border State Bank for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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

Shane T

Series 63, Series 66

International Falls, MN

Edward Jones

Shane Talley is a financial advisor with Edward Jones in International Falls, MN, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Edward Jones since 2009. Talley serves as a board member of Koochco Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Erik S

Series 66

International Falls, MN

Edward Jones

Erik Strand is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, previously working six years at TruStar Federal Credit Union. Outside of his advisory role, he serves as a financial manager and board member of Koochco, Inc. in International Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive

John W

Series 66

International Falls, MN

Edward Jones

John Winkel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at TruStar Federal Credit Union and the City of International Falls. In addition to his advisory role, he serves as a volunteer firefighter and is a trustee for Rainy Lake Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors.

Retirement income strategy Divorce financial planning Early retirement planning Planning for children with special needs Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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