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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

9 advisors near 56087

Out of 400,000+ nationwide

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Daniel Z

Series 66

Sleepy Eye, MN

Primerica Advisors

Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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David M

CFP®, Series 63, Series 65

Springfield, MN

LPL Financial

David Milbrath is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2017. He has been involved with Prairie Plans Asset Management since 1991 and previously worked at Investment Centers Of America, Inc. from 1991 to 2017. Outside of his advisory work, he owns agricultural businesses including cattle feeding operations and a quarry, and holds roles in insurance agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety 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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Jordan M

Series 66

Springfield, MN

LPL Financial

Jordan Milbrath is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following two years at Investment Centers of America, Inc. Outside of his advisory role, Milbrath serves as a volunteer firefighter in Springfield, MN. 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 wide range of investment solutions supported by in-house research 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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William R

Series 63

Sleepy Eye, MN

Edward Jones

William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Springfield, MN

LPL Financial

John Mueller is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Investment Centers of America, Inc. for 14 years before joining LPL Financial in 2017. Mueller is also involved with Prairie Plans, Inc., a firm offering life insurance, fixed annuities, and long-term care insurance products. 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 supports its investment advice with an in-house research team and offers a wide range of delivery options, from financial planning to third-party asset management, combining advisory operations with insurance and credit services.

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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Eli S

Series 66

Springfield, MN

LPL Financial

Eli Samuelson is a financial advisor at LPL Financial in Springfield, MN, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northwestern Mutual and has a background in education at Augustana University and Comfrey Public School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment solutions supported by in-house research and a large network of 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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John M

Series 63

Sleepy Eye, MN

LPL Financial

John Mielke is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, INC. He also operates Mielke Accounting, a tax preparation and accounting firm. Additionally, he serves on the board of elders at St. John's Lutheran Church. 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 financial planning and 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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Daniel S

Series 63

Sleepy Eye, MN

LPL Financial

Daniel Schmid is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 credential and has worked at LPL Financial since 2018, following nine years at Invest Financial Corporation and over two decades operating Schmid Financial Services LLC. Outside of his advisory work, he is the owner of Sleepy Eye Brewing Company. 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 financial planning and portfolio management options 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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Blair F

Series 66

Sleepy Eye, MN

LPL Financial

Blair Folkens is a financial advisor with LPL Financial in Sleepy Eye, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Invest Financial Corporation from 2014 to 2018 before joining LPL Financial. Outside of his advisory role, he is a business owner of Sleepy Eye Brewing Company and serves as a board member and game official for the Minnesota High School Football League. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

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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