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Preston Edinger

Advisor at Cetera

Updated today

Location

Mayville, ND 58257

Credentials

Series 66

Industry experience

2 years

About

Preston Edinger is a financial professional with two years of industry experience, currently affiliated with Cetera and Lux Wealth Advisors. He holds a Series 66 designation and has worked at several firms including Securian Financial Advisors of ND and Mayville State. Cetera Investment Advisers serves a diverse client base including 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 supported by a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

30 Main St, St #2

Mayville, ND 58257

Most active in

North Dakota

Work history

Lux Wealth Advisors

2025 - Present (1 year)

Cetera Wealth Services, LLC

2023 - Present (3 years)

Cetera

2023 - Present (3 years)

Securian Financial Advisors of ND

2023 - Present (3 years)

Securian Financial Services

2023 - 2023 (1 year)

Minnesota Life Insurance Company

2023 - 2023 (1 year)

Mayville State

2018 - 2023 (5 years)

First State Bank

2017 - 2023 (6 years)

May-Port CG

2011 - 2018 (7 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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Jeremy S

Series 66

Mayville, ND

Thrivent Investment Management

Jeremy Strand is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Strand is involved in cattle ranching and assists a local farmer seasonally; he also serves as a board member for the Pirate Girls Hockey fundraising efforts and the Trail County Farm Bureau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based planning across a wide range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
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Hunter T

Series 66

Mayville, ND

Cetera

Hunter Torgeson is a financial professional with Cetera, holding a Series 66 designation and three years of industry experience. Prior to his current role, he spent 11 years at First & Farmers Bank / First State Bank. Outside of his advisory work, he serves as a junior high baseball coach at May Port CG High School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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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