user avatar

Paul Alan Kinneberg

Advisor at Longview Financial, Inc. — Zimmerman, MN

Updated today

Credentials

CFP®, Series 65

Experience

25 years

Location

Zimmerman, MN

Longview Financial, Inc.

Independent

Total advisors

1

Clients per advisor

8 Low

Avg AUM per client

$1,170,807 High

HNW client ratio

38% High

About

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Client services

Based on Longview Financial, Inc.

Financial planning Portfolio management

Expertise

Based on Longview Financial, Inc.

General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Retainer Agreement annual fee of $8,000; financial plans range from $2,000 to $8,000; minimum fee for tax preparation $175.

Percentage

$25,000 - $49,999: 2.5% annually $50,000 - $99,999: 2.0% annually $100,000 - $249,999: 1.5% annually $250,000 - $499,999: 1.00% annually $500,000 - $1 million: 0.75% annually Over $1 million+: Negotiable

Project-based

$175 per hour for planning and tax preparation work.

Other

Account minimum: $500,000.00 Minimum fee: Minimum annual fee of $500.00 for accounts below $25,000. Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Location

Zimmerman, MN

Zimmerman MN

Advisors at this office

1

Most active in

Minnesota

Work history

25 years of industry experience

Longview Financial, Inc.

2000 - Present • 26 years

Abdover, MN

CenturyLink

1988 - Present • 38 years

Mpls, MN

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

Jesse J

Series 63, Series 65

Big Lake, MN

Johnson Capital Management, LLC

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Jason J

Series 63, Series 65

Princeton, MN

Jason Janes Wealth Management, Inc.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Passive / index investing
user avatar

Joshua H

Series 65

Princeton, MN

Jason Janes Wealth Management, Inc.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

Passive / index investing
user avatar

Bradley G

Series 65

Otsego, MN

Royal Fund Management, LLC

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
user avatar

Gabriel F

Series 65

Otsego, MN

Royal Fund Management, LLC

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
user avatar

Sergey M

Series 65

Otsego, MN

Eversource Wealth Advisors, LLC

Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)