Filters

Direct booking

firm logo

Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

19 advisors near 56258

Out of 400,000+ nationwide

user avatar

Jeffrey V

Series 65

Marshall, MN

Birath Wealth Management, LLC

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Birath Wealth Management since 2015. In addition to his advisory role, he has been involved with Vandendriessche Farms since 1994 and is a certified public accountant. Birath Wealth Management serves individuals, trusts, estates, corporations, and municipal organizations by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach emphasizes fundamental analysis and asset allocation across various securities, with client-specific investment policies and regular reviews.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

Thomas B

Series 63, Series 66

Marshall, MN

Birath Wealth Management, LLC

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individuals, trusts, estates, corporations, and municipal/government organizations by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach emphasizes fundamental analysis and asset allocation across various securities, with client-specific plans reviewed at least quarterly and updated annually.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Corey S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corey Skogrand is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of C&C3, LLC, a real estate business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Ryan S

Series 66

Marshall, MN

LPL Financial

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services, Inc. He serves as president of the Marshall Volunteer Fire Department, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Lawrence S

Series 66

Marshall, MN

Ameriprise

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

James K

Series 63, Series 65

Marshall, MN

LPL Enterprise

James Kontz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he manages farm operations related to weed control and drainage. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Carla Ann G

Series 63, Series 66

Marshall, MN

Cambridge Investment Research Advisors

Carla Ann Goedtke is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Portfolios for 17 years. Outside of her advisory role, she serves as president of both the Southwest Minnesota Workforce Development Board and the Lyon and Murray County CEO Board. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and third-party strategists.

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

Brent S

Series 66

Marshall, MN

Edward Jones

Brent Snodgrass is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Sara B

ChFC®, Series 66

Marshall, MN

Thrivent Investment Management

Sara Brink is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She is currently with Thrivent Investment Management and Thrivent Financial, where she has worked since 2019, following a 13-year tenure at Ameriprise Financial Services, Inc. Brink serves on the United Way of Southwest Minnesota grant review committee and is a member of the local public school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across various planning topics and integrates planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
firm logo

Ryan S

Series 63

Marshall, MN

Edward Jones

Ryan Snodgrass is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2005. Outside of his advisory work, he owns two manufacturing businesses, including one that designs and sells saltwater aquarium devices. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Hunter K

Series 66

Marshall, MN

LPL Enterprise

Hunter Kontz is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has a background in retail from Borch's Sporting Goods. Kontz also operates Kontz Financial Group, which includes the sale of health insurance and Medicare supplemental insurance products. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios and discretionary implementation via these programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Blake B

Series 66

Marshall, MN

Ameriprise

Blake Bachmeier is a financial advisor at Ameriprise in Marshall, MN, holding a Series 66 designation with one year of industry experience. Prior to Ameriprise, he worked in various roles including positions at Edina Realty, Lululemon, and 3M. He serves as Vice Chair on the Board of Directors for the Tracy Area Medical Foundation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Austin D

Series 66

Marshall, MN

Edward Jones

Austin De Muth is a financial advisor with Edward Jones in Marshall, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Logan G

Series 66

Marshall, MN

Ameriprise

Logan Gill is a financial advisor with Ameriprise in Granite Falls, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Thrivent Investment Management Inc and has an eight-year background with Avera Granite Falls Hospital and Avera Marshall Regional Medical Center. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets, and offers a combination of advisory, brokerage, and insurance solutions supported by 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
user avatar
firm logo

Corrine S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corrine Skogrand is a financial advisor with Ameriprise, holding the CFP®, ChFC®, and Series 63 designations and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is a co-owner of C&C3, LLC, a real estate business in Marshall, MN. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Trisha S

Series 66

Marshall, MN

Ameriprise

Trisha Schaar is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

James G

Series 63, Series 66

Marshall, MN

Cambridge Investment Research Advisors

James Goedtke is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 35 years of industry experience. His prior work includes 17 years at American Portfolios Financial Services, Inc. and ongoing involvement with Investors Choice Financial Services Inc. He is also engaged in real estate ownership and partnership activities in Slayton, Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodial platforms.

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

Neil F

Series 66

Marshall, MN

Edward Jones

Neil Frost is a financial advisor with Edward Jones in Marshall, MN, holding a Series 66 designation and 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua J

Series 66

Marshall, MN

Thrivent Investment Management

Joshua Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of his advisory role, Johnson serves as an Assistant Chief at the Lynd Fire Department and works as a Level 1 hockey referee for USA Hockey. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with the option to integrate planning and managed-account services under a consolidated billing system called WealthPlan.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.