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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

15 advisors near 56345

Out of 400,000+ nationwide

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Paul W

Series 63, Series 65

Little Falls, MN

Interactive Financial Advisors

Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
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Kevin K

Series 63

Little Falls, MN

Ameriprise

Kevin Kloeckl is a financial advisor with Ameriprise in Little Falls, MN, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at USA Financial Securities, Voya Financial Advisors, and Invest Financial Solutions. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle P

Series 66

Little Falls, MN

Edward Jones

Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Michael M

Series 66

Little Falls, MN

Fidelity

Mike Moshier is a Financial Consultant at Fidelity Investments, a role he has held since 2019. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2019, and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016. Throughout his career, Mike has utilized his experience in finance and consulting to assist clients in developing personal financial plans, aiming to bring simplicity, clarity, and confidence to their financial lives. He works collaboratively with clients to help them move closer to their personal definitions of financial success. Outside of his professional responsibilities, Mike has personal interests that include golf, lake activities, music, soccer, traveling, and writing.

Wealth management Financial Professional
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Zachary K

CFP®, Series 66

Little Falls, MN

Edward Jones

Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Alicia K

Series 63, Series 65

Little Falls, MN

LPL Financial

Alicia Kapus is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Focus Financial Network, OSAIC, and Thrivent Financial. Outside of her advisory role, she volunteers as a teacher with Junior Achievement in Pierz, MN. 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 investment 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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Michele R

Series 66

Little Falls, MN

Edward Jones

Michele Rudolph is a financial advisor at Edward Jones in Little Falls, MN, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she and her husband operate a cash crop farm growing corn and soybeans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately 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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Michael W

Series 63, Series 65

Little Falls, MN

LPL Financial

Michael Wochnick is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Focus Financial and OSAIC from 2012 to 2024. He also served in law enforcement with the Morrison County Sheriff’s office for 22 years. Outside of advising, Wochnick operates Wochnick Tax Services LLC, providing tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations 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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Andrew H

CFP®, Series 66

Little Falls, MN

Ameriprise

Andrew Haskell is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise since 2020 and previously worked at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory role, Haskell is actively involved in coaching girls' hockey at the high school and youth levels and participates in planning the Hockey Day Minnesota 2027 event. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Series 66

Little Falls, MN

LPL Financial

Andrew Koetter is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including OSAIC, Focus Financial Network Inc., and Cetera Investment Services. Koetter has also been involved with the United States Peace Corps. 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 accommodates various advisory and brokerage needs through its extensive 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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Kyle H

Series 66

Little Falls, MN

Edward Jones

Kyle Hoggarth is a Series 66-credentialed financial advisor with Edward Jones, based in Little Falls, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the advisory board of Anderson Custom Processing in Little Falls. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor network and additional services such as a trust company and securities-based lending.

General retirement planning Retired Founder/Business Owner Executive
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Cynthia P

Series 63, Series 66

Pierz, MN

OSAIC

Cynthia Pollack is a financial advisor at Osaic with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance, Cetera Advisor Networks LLC, and AdvisorNet Financial. She also serves as an OSJ manager for an affiliated LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options.

Annuities Founder/Business Owner Executive Retired
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Aubrey H

Series 66

Little Falls, MN

Edward Jones

Aubrey Hoggarth Cook is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016, previously spending five years with Ameriprise Financial Services. She co-owns a rental real estate business with her husband but has no active role in its operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Family Business Business succession planning Multi-generational wealth transfer ESG / Sustainable investing Wealth management Founder/Business Owner Intergenerational Families
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Jana F

CFP®, Series 66

Little Falls, MN

Edward Jones

Jana Festler is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation. Outside of her advisory work, she is listed as affiliated with the Winter Wonderland Figure Skating Club in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Samantha F

Series 66

Little Falls, MN

Edward Jones

Samantha Froelich is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career in the industry in 2025. Prior to joining Edward Jones, she worked with the State of Minnesota Department of Employment and Economic Development and Rural Minnesota CEP. Outside of finance, she operates a part-time photography business in Pierz, Minnesota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Inheritance planning Multi-generational wealth transfer General estate planning guidance Doctor or Medical Professional
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