user avatar

William Curtis Ogdahl

Advisor at Cetera — Glenwood, MN

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Glenwood, MN 56334

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,102 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

William Ogdahl is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Investment Services and related entities. Outside of his advisory work, he owns and operates Bull Market Bovines LLC, a cattle raising business, and serves as treasurer for the Glenwood Waterama Festival, a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Glenwood, MN

16 1st Ave SE

Glenwood MN 56334

Advisors at this office

1

Most active in

Minnesota

Work history

26 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Glenwood, MN

Cetera

2025 - Present • 1 year

Schaumburg, IL

Avantax Investment Services, Inc.

2015 - 2025 • 10 years

Glenwood, MN

Avantax Insurance Agency, LLC

2015 - 2025 • 10 years

Glenwood, MN

Avantax Advisory Services

2015 - 2025 • 10 years

Glenwood, MN

Bull Market Bovines LLC

2014 - Present • 12 years

Glenwood, MN

Wangsness, Ogdahl & Associates

2012 - Present • 14 years

Glenwood, MN

Colliers Securities LLC

2009 - 2015 • 6 years

MN

UBS Financial Services

2008 - 2009 • 1 year

Bloomington, MN

Morgan Stanley & Co. LLC

2008 - 2008 • 1 year

Bloomington, MN

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

Timothy J

Series 63, Series 66

Glenwood, MN

USAdvisors Wealth Management, LLC

Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Dane A

Series 66

Glenwood, MN

Thrivent Investment Management

Dane Ankeny is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as an assistant coach for a local youth wrestling team and holds leadership positions on community boards including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning across a variety of topics and allows clients to combine planning with managed accounts while keeping services distinct.

Business ownership considerations
user avatar

Dustin C

Series 66

Glenwood, MN

Edward Jones

Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

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

Lisa B

Series 66

Glenwood, MN

Thrivent Investment Management

Lisa Berg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Eagle Bank’s financial services division, and Ameriprise. Berg has been with Thrivent since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining these services separately.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)