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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

14 advisors near 56187

Out of 400,000+ nationwide

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Kelly M

Series 63

Worthington, MN

PFG Advisors

Kelly Meyer is a financial advisor with PFG Advisors, holding a Series 63 designation and 26 years of industry experience. Her prior work includes roles at United Planners, OSAIC, Securities America Advisors, and United Prairie Bank. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is involved in prairie restoration through a native grass seeding service and contributes as an outdoor writer for local newspapers. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll holds Series 63 and Series 66 licenses and is also commissioned as a notary in Minnesota. 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 variety of financial planning and investment management solutions supported by an in-house research team and a broad 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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Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® with nine years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Momentum Independent Network Inc. for eight years. Outside of her advisory role, she is the owner of Kolpin Landscaping, a non-investment related business. 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 variety of financial planning and investment management solutions supported by an in-house research team and a broad 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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Todd H

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Henderson serves in multiple leadership roles at Worthington Christian Church and acts as treasurer for the Frosty Riders Snowmobile Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John S

Series 66

Worthington, MN

Edward Jones

John Standafer is a Series 66 licensed financial advisor with Edward Jones in Worthington, MN, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as Vice Chair for the local Kiwanis chapter organizing safe and sober prom driver events. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Worthington, MN

Ameriprise

Gayle Siebenbruner is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including BancWest Investment Services, Bank of the West, and Primevest Financial Services. Outside of her advisory role, she is involved with LFP Consulting as an associate financial advisor. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew J

Series 66

Worthington, MN

Cambridge Investment Research Advisors

Andrew Johnson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors. He has four years of industry experience and has been with Cambridge since 2021. Prior to his advisory role, he held positions at various organizations including Jaycox Implement Inc. and Augustana University. He serves as an ambassador and board member for the Worthington Young Professionals Network. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

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

Series 66

Worthington, MN

Edward Jones

Lindsey Brake is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at UlraInsights Processing Lab, Tyson Foods, and several other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Aaron H

Series 66

Worthington, MN

LPL Financial

Aaron Hagen is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Momentum Independent Network Inc. for 10 years before joining LPL Financial in 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide 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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James L

Series 63

Worthington, MN

Edward Jones

James Lesnar Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1988. Outside of his advisory role, he is involved in managing rental properties in Worthington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment options under a fiduciary standard.

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

Series 66

Worthington, MN

Ameriprise

Dylan Goodhart is a financial advisor with Ameriprise in Worthington, MN, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he was involved in managing his own advisory business through Goodhart & Associates PC and has experience in consulting via LFP Consulting, LLC. Outside of finance, he has worked in the hospitality industry with Blarneys Sports Bar and Grill. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregorie K

Series 66

Worthington, MN

Cetera

Gregorie Kvilhaug is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and as a tax manager and former part owner at Drealan Kvilhaug Hoefker & Co., P.A. He is also president of TDK Wealthcare, Inc., a financial services firm. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, integrating advisor-managed accounts with firm-sponsored and third-party model portfolios, as well as retirement and fiduciary solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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