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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

9 advisors near 56164

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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