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Tami Lynn Stovern

Advisor at LPL Financial — Bird Island, MN Main St

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Bird Island, MN 55310

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tami Stovern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. She worked at Investment Centers of America, Inc. for 14 years before joining LPL Financial in 2017. Stovern serves as a board member of the Bird Island Hawk Creek Mutual Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its extensive network of advisors with various investment platforms, including model portfolios, third-party asset management, and retirement advice, and combines advisory services with a broad suite of financial products and partnerships.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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

Location

See office

Bird Island, MN Main St

145 Main St

Bird Island MN 55310

Advisors at this office

1

Most active in

Minnesota

Work history

15 years of industry experience

LPL Financial

2017 - Present • 9 years

Bird Island, MN

Investment Centers of America, Inc.

2003 - 2017 • 14 years

Bird Island, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin N

Series 66

Olivia, MN

Edward Jones

Austin Neubauer is a financial advisor with Edward Jones in Olivia, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he was involved with Turnkey Properties of Minnesota and the Southern Minnesota Beet Sugar Cooperative. Neubauer is also the owner of several storage unit businesses in the Olivia and Renville areas. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joseph S

Series 66

Olivia, MN

Raymond James Financial

Joseph Schulte is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones and held roles in banking and local government. He is also the CEO and President of JPSchulte Wealth Advisors, his own financial advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized municipal and public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cory H

Series 63

Olivia, MN

OSAIC

Cory Hebrink is a financial advisor with OSAIC, holding a Series 63 designation and 19 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. from 2007 to 2024 and has been self-employed since 1997. Outside of advising, he serves as an elected member of the Renville County West School Board and as secretary of the local baseball and softball association, and he also holds a substitute teaching license. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided tools and third-party services to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.

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

Kevin H

Series 66

Olivia, MN

Edward Jones

Kevin Hurley is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has four years of industry experience, including prior roles at Wells Fargo Bank and Wells Fargo Clearing. Before transitioning to finance, he worked in operations at FedEx and West Central Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Braeden T

Series 66

Olivia, MN

Raymond James Financial

Braeden Tersteeg is a financial advisor at Raymond James Financial with a Series 66 designation and recent industry experience beginning in 2025. His background includes roles at JPSchulte Wealth Advisors and Raymond James Financial Services, Inc., as well as prior work experience spanning education and small business sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and specialized employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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