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Myron Roe

Advisor at LPL Financial

Updated today

Location

Perham, MN 56573

Credentials

Series 63, Series 66

Industry experience

32 years

About

Myron Roe is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He worked at Investment Centers Of America, Inc. for 19 years before joining LPL Financial in 2017. Outside of his advisory role, he serves on the Endowment Committee for Calvary Lutheran Church and is the treasurer of the Perham Area Scholarship Fund. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

301 West Main Street

Perham, MN 56573

Most active in

California · Iowa · Massachusetts · Minnesota · North Dakota

Work history

LPL Financial

2017 - Present (9 years)

Investment Centers Of America, Inc.

1998 - 2017 (19 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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Martin R

Series 63

Perham, MN

Edward Jones

Martin Radi is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, operating under a fiduciary standard.

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

Series 66

Perham, MN

Thrivent Investment Management

Jennifer Janson is a financial advisor with Thrivent Investment Management in Perham, MN, holding a Series 66 designation and having five years of industry experience. Before joining Thrivent in 2020, she spent nine years with Tastefully Simple and ten years with Mary Kay. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based planning across various financial topics without including implementation services. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping services separate.

Business ownership considerations

Alan L

Series 66

Perham, MN

Edward Jones

Alan Lepp is a financial advisor at Edward Jones in Perham, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the United States Department of Agriculture for 14 years. Outside of his advisory work, he coaches youth hockey for a local team in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Timothy G

CFP®, Series 63

Perham, MN

Edward Jones

Timothy Graff is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Perham, MN. Outside of his advisory role, he is involved in community activities including serving as a youth hockey coach, a board member of the Perham Rotary Foundation, and holding leadership roles in local investment partnerships and senior housing projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary strategies, supported by a large nationwide advisor and branch network.

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

CFP®, Series 66

Richville, MN

Ameriprise

April Diederich is a CFP® with 20 years of experience in financial advising. She has been with Ameriprise since 2005, currently serving at their Richville, MN office. Outside of her advisory work, she owns St. Cloud Financial Planning Services, which provides secretarial and office administration support to financial planning practices. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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