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Michael Bongaarts

Advisor at Raymond James Financial

Updated today

Location

Long Prairie, MN

Credentials

Series 63, Series 65

Industry experience

39 years

About

Michael Bongaarts is a financial advisor with Raymond James Financial Services Advisors, Inc. in Long Prairie, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He is also the owner of NorthStar Asset Management and NorthStar Pheasants, a farm he owns and rents out under a triple net lease. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research, with a focus on advisory and implementation-support services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Long Prairie, MN

Most active in

Minnesota · Texas

Work history

Raymond James financial Services

2014 - Present (12 years)

Northstar Asset Management

2014 - Present (12 years)

Raymond James Financial Services Advisors INC.

2014 - Present (12 years)

NorthStar Asset Management

2014 - Present (12 years)

Northstar Pheasants

2013 - Present (13 years)

MapleLake Cabin Rentals

2012 - Present (14 years)

Northstar Real Estate Opportunity

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew K

Series 66

Long Prairie, MN

LPL Financial

Matthew Kreuzer is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services and Central Minnesota Credit Union. Kreuzer also serves as CEO and manager of Premium Point Properties LLC and works with Independent School District 745 Albany Area Schools. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Marty H

Series 63, Series 65, Series 66

Browerville, MN

Cetera

Marty Host is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at COUNTRY FINANCIAL. Outside of his advisory role, he serves as a school board member and clerk for Browerville Public School and is a member of the Browerville Lions Club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kevin S

Series 66

Long Prairie, MN

LPL Financial

Kevin Spohn is a financial advisor with LPL Financial based in Long Prairie, MN, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and Central Minnesota Credit Union. Outside of his advisory role, he serves as a volunteer firefighter with the Albany Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Jeffery B

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.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Retired Founder/Business Owner Executive
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