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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

11 advisors near 56265

Out of 400,000+ nationwide

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Mitchell T

CFP®, Series 63

Montevideo, MN

MJT & Associates Financial Advisory Group, Inc.

Mitchell Thompson is a CFP® professional with 12 years of experience in financial advising, currently serving at MJT & Associates Financial Advisory Group, Inc. He has worked at MJT & Associates and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Thompson provides consulting services focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, trusts, and retirement plans, utilizing a long-term investment approach based on Modern Portfolio Theory and technical analysis. The firm manages approximately 292 client relationships and $165 million in assets with a single advisor, providing discretionary portfolio management and tiered financial-planning services.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
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Mark J

ChFC®, Series 63, Series 66

Granite Falls, MN

Thrivent Investment Management

Mark Jensen is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has been with Thrivent since 2002. Jensen serves on several community boards, including those for a local hospital, a school district advisory committee, and a scholarship foundation. He also assists clients with health insurance coverage through the MNsure Health Insurance Exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning. The firm’s approach includes holistic analyses and offers clients the option to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
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Aaron J

Series 66

Montevideo, MN

Cetera

Aaron Jaenisch is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he assists with operations on his family farm, including livestock care and crop harvesting. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement plan capabilities with trust and institutional 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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Kami O

Series 66

Montevideo, MN

Ameriprise

Kami Ochsendorf is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kami held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Kami coaches youth volleyball at Providence Academy. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice while emphasizing assets held in Ameriprise-managed accounts.

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

Series 66

Montevideo, MN

Edward Jones

James Bulman is a financial advisor with Edward Jones in Montevideo, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he serves as Mayor of Montevideo and holds board memberships with the City of Montevideo Housing and Redevelopment Authority, the City of Montevideo Economic Development Authority, and CCM Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and related investment products, supported by a nationwide network of approximately 23,700 advisors and over 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

Business ownership considerations
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Harold G

Series 66

Granite Falls, MN

Thrivent Investment Management

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

Business ownership considerations
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Shelly B

Series 66

Montevideo, MN

Edward Jones

Shelly Bednar is a Series 66-registered financial advisor with Edward Jones, bringing a total of four years of industry experience, including prior tenure at Ameriprise. She serves on a local board of directors and is involved with LFP Consulting LLC in a non-investment-related capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Jennifer P

Series 63, Series 66

Montevideo, MN

LPL Enterprise

Jennifer Philaya is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mohagen and Associates. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services to deliver a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Laura R

Series 66

Montevideo, MN

Edward Jones

Laura Rubenzer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She worked at Minnwest Bank for six years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a wide range of investment strategies supported by a nationwide network of financial advisors and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Kelly L

Series 66

Montevideo, MN

LPL Enterprise

Kelly Lindeman is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as a long tenure at Minnwest Bank. Outside of his advisory work, Lindeman owns and operates a 55-acre cash grain farm and serves as a volunteer board member for the Montevideo Industrial Development Corporation. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services within its platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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