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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 56128

Out of 400,000+ nationwide

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Orey F

Series 66

Edgerton, MN

LPL Financial

Orey Fey is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. Outside of his advisory role, Fey has volunteered as an ambulance driver for the Edgerton Volunteer Ambulance Department. 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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Eric B

CFP®, Series 66

Pipestone, MN

Raymond James Financial

Eric Brockberg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors in Pipestone, MN. He has been with Raymond James and First Bank & Trust since 2010. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, and often acts in an advisory and implementation-support capacity rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Randall F

Series 63, Series 65

Edgerton, MN

LPL Financial

Randall Fey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers. He is also a commissioned notary public. 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 combines advisory services with non-advisory product offerings.

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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Kyle F

Series 66

Edgerton, MN

LPL Financial

Kyle Fey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed. Fey has been affiliated with Luther College since 2011. 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 programs 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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Chad B

Series 63

Pipestone, MN

Edward Jones

Chad Budden is a financial advisor with Edward Jones in Pipestone, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Zachary B

Series 66

Pipestone, MN

Edward Jones

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

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

Series 63

Pipestone, MN

Ameriprise

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeff M

Series 66

Pipestone, MN

Ameriprise

Jeff Morgan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and is based in Pipestone, MN. Prior to his advisory role, Jeff worked in various service positions including at Pipestone Country Club and Pizza Ranch. Outside of his advisory work, he assists his grandfather by cleaning an apartment building in his hometown. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically with at least $1 million in investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Troy B

CFP®, Series 63

Pipestone, MN

Edward Jones

Troy Budden is a financial advisor with Edward Jones in Pipestone, MN, holding CFP® and Series 63 credentials with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he serves as a firefighter with the Pipestone Volunteer Fire Department and is president of the Pipestone Sportsmen Club, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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