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Steven Wayne Dengerud

Advisor at Edward Jones — Litchfield, MN E Highway 12

Updated today

Credentials

Series 66

Experience

13 years

Location

Litchfield, MN 55355-2409

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Steven Dengerud is a financial advisor with Edward Jones in Litchfield, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

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Litchfield, MN E Highway 12

711 E Highway 12

Litchfield MN 55355-2409

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St Louis, MO

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

Rachael V

Series 65

Litchfield, MN

BlueStem Wealth Partners, LLC

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning Wealth management
user avatar

Jessica E

Series 66

Litchfield, MN

Thrivent Investment Management

Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar

Paul W

ChFC®, Series 63, Series 66

Litchfield, MN

Thrivent Investment Management

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 24 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns and operates White's Pure Honey, producing and selling honey locally, and holds a passive ownership stake in Island Pine Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning that covers a broad range of topics without including implementation. The firm offers planning combined with managed-account services under a consolidated billing option while maintaining separation of these services.

Business ownership considerations
user avatar

James E

Series 63, Series 65

Litchfield, MN

LPL Enterprise

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Ellingson is involved in his community as a board member of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, and he has a longstanding role as a sports and fitness coach. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

James D

Series 63

Litchfield, MN

LPL Financial

James Danner is a financial advisor with LPL Financial in Litchfield, MN, holding a Series 63 designation and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Voya Financial Advisors, INC. for five years. His outside activities include involvement with the Prideaux Group as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Nicholas L

Series 63, Series 66

Litchfield, MN

OSAIC

Nicholas Loehlein is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors and Securities America Inc. Loehlein is also licensed to sell life insurance products, including fixed and equity index annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools and third-party money managers to construct portfolios tailored to clients’ risk tolerance and investment objectives.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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