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11 advisors near 56265
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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11 advisors near 56265
Out of 400,000+ nationwide