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Randall Fey

Advisor at LPL Financial

Updated today

Location

Edgerton, MN 56128

Credentials

Series 63, Series 65

Industry experience

24 years

About

Randall Fey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers. He is also a commissioned notary public. 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 range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

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

833 Main Street

Edgerton, MN 56128

Most active in

Minnesota · Texas

Work history

LPL Financial

2021 - Present (5 years)

First Christian Reformed Church

2017 - 2020 (3 years)

Various Insurance Carriers

2002 - 2021 (19 years)

Waddell & Reed, Inc

2001 - 2021 (20 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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Orey F

Series 66

Edgerton, MN

LPL Financial

Orey Fey is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. Outside of his advisory role, Fey has volunteered as an ambulance driver for the Edgerton Volunteer Ambulance 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 range of investment solutions supported by an in-house research team and 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
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Eric B

CFP®, Series 66

Pipestone, MN

Raymond James Financial

Eric Brockberg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors in Pipestone, MN. He has been with Raymond James and First Bank & Trust since 2010. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, and often acts in an advisory and implementation-support capacity rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kyle F

Series 66

Edgerton, MN

LPL Financial

Kyle Fey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed. Fey has been affiliated with Luther College since 2011. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment programs supported by in-house research and 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

Chad B

Series 63

Pipestone, MN

Edward Jones

Chad Budden is a financial advisor with Edward Jones in Pipestone, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Zachary B

Series 66

Pipestone, MN

Edward Jones

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

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

Series 63

Pipestone, MN

Ameriprise

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

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