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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

4 advisors near 56156

Out of 400,000+ nationwide

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Amy S

Series 66

Luverne, MN

Cambridge Investment Research Advisors

Amy Sandbulte is a Series 66-licensed advisor with Cambridge Investment Research Advisors and has three years of industry experience. Her prior work includes roles at Continental Western Group and Sorenson Communications. Outside of her advisory work, she is involved in communication services and owns an agricultural business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting through a large network of independent professionals and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kevin T

ChFC®, Series 66

Luverne, MN

Edward Jones

Kevin Thelen is a financial advisor with Edward Jones in Luverne, MN, holding the ChFC® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Bull Market Properties, a commercial rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm operates an SEC-registered advisory program, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Travis P

Series 63, Series 65

Luverne, MN

LPL Financial

Travis Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with the Luverne Optimist Club, assisting with bookkeeping, event organization, and other administrative tasks. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products and 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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David R

Series 66

Luverne, MN

Cambridge Investment Research Advisors

David Riphagen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Invest Financial Corp and Mainstreet Financial Services. Outside of his advisory work, he serves as president of the Rock County Economic Development Authority volunteer board. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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