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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

10 advisors near 55355

Out of 400,000+ nationwide

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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
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Jessica E

Series 66

Litchfield, MN

Thrivent Investment Management

Jessica Erickson is a financial advisor with Thrivent Investment Management in Litchfield, MN. She holds a Series 66 designation and has four years of industry experience. Prior to her current role at Thrivent, she worked at Central Minnesota Credit Union and has experience in property management and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based planning focused on a broad range of topics and allows clients to combine planning with managed-account services through its WealthPlan program, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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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
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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 possessing 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Ellingson coaches sports and fitness and serves on the boards of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, both nonprofit organizations. LPL Enterprise provides advisory services 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 a focus on model-based discretionary investment implementation.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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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. He previously worked at Voya Financial Advisors, INC. for five years before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nicholas L

Series 63, Series 66

Litchfield, MN

OSAIC

Nicholas Loehlein is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc. Loehlein also maintains a life insurance sales position, focusing on fixed and equity index annuities as well as fixed and universal life insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering both discretionary and non-discretionary account management across a broad range of investment products.

Annuities Founder/Business Owner Executive Retired
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Kyle K

Series 66

Litchfield, MN

Thrivent Investment Management

Kyle Kalkbrenner is a financial advisor with Thrivent Investment Management in Litchfield, MN. He holds the Series 66 designation and has 13 years of industry experience. His prior work includes roles at Allstate Insurance Company and State Farm VP Management Corp. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining a focus on ongoing plan reviews and client engagement.

Business ownership considerations
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Steven D

Series 66

Litchfield, MN

Edward Jones

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.

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

Series 66

Litchfield, MN

Edward Jones

Joseph Berube Sr. is a Series 66 credentialed financial advisor with Edward Jones in Litchfield, MN, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a Lieutenant Colonel in the U.S. Army Reserves, holding various operational and leadership positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory network with additional services such as tax-efficient strategies and securities-based lending.

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

Series 66

Kalispell, MT

OSAIC

Valerie Hillstrom is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Her prior work includes positions at Linder Financial Resources and Brookridge Assisted Living. OSAIC is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers diverse investment programs and employs a process that integrates risk assessment, asset allocation, and portfolio optimization.

Annuities Founder/Business Owner Executive Retired
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