Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Brainerd, MN 56401
LPL Financial
Institution
Wendy Oksness is a financial advisor with LPL Financial in Brainerd, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Mid-Minnesota Federal Credit Union and LPL Financial since 2016, as well as Wells Fargo Clearing in 2016. Outside of her advisory role, she is involved with Wholesome Pastures LLC, a home-based business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by research, third-party managers, and various technology tools, overseeing significant discretionary assets through a large network of advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Brainerd, MN S. Sixth Street
200 S. Sixth Street
Brainerd MN 56401
Advisors at this office
3
Minnesota · Texas
14 years of industry experience
Mid-Minnesota Federal Credit Union
2016 - Present • 10 years
Alexandria, MN
LPL Financial, LLC
2016 - Present • 10 years
Alexandria, MN
Wells Fargo Clearing
2016 - 2016 • 1 year
MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Brainerd, MN
Private Advisor Group, LLC
Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.
Series 66
Brainerd, MN
Private Advisor Group, LLC
Eric Nesheim is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and is also associated with LPL Financial since 2012. Nesheim operates an investment advisory business under the name DeRosier and Associates in Brainerd, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and investment strategies, often implementing advice through third-party managers and wrap program services.
Series 63, Series 65
Brainerd, MN
Private Advisor Group, LLC
Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.
Series 66
Brainerd, MN
Private Advisor Group, LLC
Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.
CFP®, ChFC®, Series 66
Crosby, MN
Edward Jones
Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.
Series 63
Brainerd, MN
Primerica Advisors
Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.
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