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Melissa Joy Hexum

Advisor at LPL Financial — Fergus Falls, MN West Washington Ave

Updated today

Credentials

Series 63

Experience

22 years

Location

Fergus Falls, MN 56537

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,468 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Melissa Hexum is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 22 years of industry experience. She has worked at LPL Financial since 2017 and has prior experience at Cetera and Bell Bank. Outside of her advisory work, she is also a fitness instructor in Fergus Falls, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational and research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Fergus Falls, MN West Washington Ave

205 West Washington Ave

Fergus Falls MN 56537

Advisors at this office

1

Most active in

Minnesota

Work history

22 years of industry experience

LPL Financial, llc

2017 - Present • 9 years

Fergus Falls, MN

Cetera

2014 - 2017 • 3 years

Fergus Falls, MN

Bell bank

2013 - Present • 13 years

Fergus Falls, MN

Cetera Investment Services Llc

2013 - 2017 • 4 years

St. Cloud, MN

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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Linda C

Series 63, Series 65

Fergus Falls, MN

The Cornish Group LLC dba Cornish Financial Services Group

Linda Cornish is the principal of The Cornish Group LLC dba Cornish Financial Services Group in Fergus Falls, MN, with 37 years of experience in the financial services industry. She holds Series 63 and Series 65 registrations and has a background that includes roles with Calhoun Financial Services and American Investors Company dating back to the early 1990s. Outside of her advisory work, she is also involved in real estate brokerage and serves as a probate executor and trustee. The firm provides financial planning services to individuals, trusts, and corporations, delivering comprehensive or segmented written plans and consultations tailored to client objectives. It focuses on financial planning rather than ongoing portfolio management and does not maintain discretionary authority or assets under management.

General retirement planning
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Kathryn V

Series 66

Fergus Falls, MN

SPC

Kathryn Vukonich is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has been associated with Parkland Securities since 2014. Outside of her advisory work, she co-owns Forest Lodge Kennels, which breeds and sells AKC registered Bernese Mountain Dog puppies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Timothy N

CFP®, Series 63, Series 66

Fergus Falls, MN

Farther

Timothy Nanson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther since 2025. His prior roles include positions at Fortress Retirement, Inc. and Womack Wealth Management. Outside of advisory work, he is the pit master and operator of Bossy Babes BBQ, a food truck based in Fergus Falls, MN. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm applies a Modern Portfolio Theory-based approach using proprietary models and AI-supported rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Matthew H

Series 66

Fergus Falls, MN

Edward Jones

Matthew Hendricks is a financial advisor at Edward Jones in Fergus Falls, MN, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Isaac V

CFP®, ChFC®, Series 63, Series 66

Fergus Falls, MN

Edward Jones

Isaac Vatnsdal is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at CONCOUSRE FINANCIAL GROUP for eight years. Outside of his advisory role, he coaches youth hockey for the Fergus Falls Hockey Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Steven G

Series 63, Series 66

Fergus Falls, MN

Thrivent Investment Management

Steven Gundersen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning services with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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