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Steven Kajala

Advisor at LPL Enterprise

Updated today

Location

Cook, MN 55723

Credentials

Series 66

Industry experience

22 years

About

Steven Kajala is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Kajala serves as Chair of the Virgie Hegg Hospice Foundation and is president of the Cook Lions Club. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with a broad range of securities and insurance products available through its affiliated entities.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

5 North River Street

Cook, MN 55723

Most active in

Minnesota

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential Insurance Company of America

2018 - Present (8 years)

Pruco Securities, LLC.

2018 - 2024 (6 years)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2018 (3 years)

Waddell & Reed, Inc

2015 - 2018 (3 years)

Kajala Cabin Rental

2015 - 2024 (9 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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Dean S

Series 63, Series 66

Cook, MN

Secure Asset Management, L.L.C.

Dean Salminen is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Range Financial LLC and Western International Securities, Inc. He serves on the boards of Associated Contract Loggers & Truckers and Vermilion Fairways, and is a partner in BSDS Management, a company managing a golf course in Cook, Minnesota. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis along with third-party money managers and manages held-away employer accounts through a third-party platform.

Income planning Options & derivatives strategies
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Alyssa M

Series 66

Cook, MN

LPL Enterprise

Alyssa Mundle Johnson is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she worked in roles at Elevance Health and other companies. She is also active as a financial professional with a non-variable insurance agency. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with services that include brokerage and insurance products.

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