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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

18 advisors near 56352

Out of 400,000+ nationwide

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Alexander T

Series 66

Albany, MN

Edward Jones

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

PFS™, Series 66

Melrose, MN

Cetera

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party 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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Jacquelyn A

Series 66

Sauk Centre, MN

Ameriprise

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis 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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Richard J

Series 63, Series 65

Sauk Centre, MN

Cetera

Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 1996 and also works with First National Bank of Sauk Centre. Outside of his advisory role, he serves on the board of the Sauk Centre Area Community Foundation, assisting in establishing a new foundation. 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 range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities uncommon for a firm of its size.

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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Emma W

Series 66

Sauk Centre, MN

Fidelity

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments starting in 2024. Emma's career in financial services began at Ameriprise Financial, where she progressed through several positions including Associate Financial Advisor from 2023 to 2024, Financial Planning Analyst from 2022 to 2023, and Financial Planning Assistant from 2020 to 2022. She also gained experience as a Bank Teller at U.S. Bank from 2019 to 2020. Emma holds a California Insurance License. Her approach to financial consulting emphasizes trust and open communication, focusing on understanding clients' goals and concerns to collaboratively develop personalized financial plans. Outside of her professional work, Emma enjoys activities such as beach outings, fitness, social events with friends, photography, and traveling.

General retirement planning Income planning Cash flow / budgeting Young Professionals Mid-Career Professionals
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Robert D

Series 63

Albany, MN

OSAIC

Robert Deters is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, he is active in insurance sales, specializing in life, health, and Medicare-related insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Stephanie M

Series 66

Melrose, MN

LPL Financial

Stephanie Mayers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services, Inc. for ten years and has been involved with Central Minnesota Credit Union since 2002. Outside of her advisory role, she is a co-owner of a farm business in Melrose, 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 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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Tricia K

Series 63, Series 66

Sauk Centre, MN

LPL Financial

Tricia Klaphake is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. 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 supports its advisors with an in-house research team and offers a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.

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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John D

ChFC®, Series 63, Series 65

Melrose, MN

Cetera

John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 47 years of industry experience. His prior experience includes roles at Voya Financial Advisors and various Anfinson Thompson and Cetera affiliated firms. He also serves as an insurance agent, selling fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

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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Darron N

Series 66

Sauk Centre, MN

Edward Jones

Darron Nelson is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2018. Prior to his advisory career, he worked at Fastenal Company for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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Michael K

CFP®, Series 63, Series 65

Sauk Centre, MN

LPL Financial

Michael Kennedy is a CFP® with 35 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Investment Centers Of America, Inc. from 1995 to 2017. Kennedy is also the Chief Executive Officer of Kennedy Retirement Solutions, Inc., a firm he has been involved with since 1995. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment delivery options supported by an in-house Research team and combines large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

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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Kayla D

Series 66

Sauk Centre, MN

Ameriprise

Kayla Douvier is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 license and six years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, and Central Minnesota Credit Union. She is part owner of Main Street Theatre, Inc., a family-run entertainment business, and serves as treasurer on the board of the Sauk Centre/Melrose Youth Hockey Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations through a centralized consulting team.

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

Series 66

Melrose, MN

LPL Financial

Rachel Kulzer is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of her advisory role, she owns Flint, LLC, a home-based business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse 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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Erik J

Series 66

Melrose, MN

Cetera

Erik Jensen is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several firms including Anfinson Thompson Financial Services and Heritage Bank NA. Jensen is also an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers through various program structures.

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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Paul T

Series 66

Albany, MN

Edward Jones

Paul Tomczik is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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

Series 63

Sauk Centre, MN

OSAIC

James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with Osaic Wealth, Inc. and its predecessor firms since 2011. Outside of advisory services, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and provides fixed annuities and life insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, supporting a large network of advisors and offering access to a wide range of investment products and custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Mc Kenzie W

Series 66

Sauk Centre, MN

LPL Financial

Mc Kenzie Wall is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Minnesota National Bank and Fresh Coat Painters. Outside of her advisory career, she is involved in administrative functions at Blue Barn Painting, a small business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services.

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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Michael S

Series 63, Series 65

Albany, MN

LPL Financial

Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Cuna Brokerage Services, Inc. and Central Minnesota Credit Union since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

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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