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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

6 advisors near 56482

Out of 400,000+ nationwide

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Ross Z

Series 66

Wadena, MN

Ameriprise

Ross Zieglmeier is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He previously worked at Craig & Associates from 2015 to 2022 before joining Ameriprise. Zieglmeier serves on the boards of Share A Home, Inc., Wadena Rotary Club, and Astera Health Foundation, and is co-owner of RJG Services Inc., which manages office support and administration. 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 personalized, 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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Andrea S

Series 66

Wadena, MN

Thrivent Investment Management

Andrea Seelhammer is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of her advisory role, she co-owns a small farm operation and serves as a board member and current president of the Wadena Rotary Club, as well as a board member of the Wadena Deer Creek Trap Shooting Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and provides clients with the option to combine planning with managed-account programs under a consolidated billing approach.

Business ownership considerations
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Cory O

Series 66

Wadena, MN

Edward Jones

Cory Oehlke is a financial advisor with Edward Jones in Wadena, MN, holding a Series 66 credential and 15 years of industry experience. He 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Ryan N

Series 66

Wadena, MN

Ameriprise

Ryan Nelson is a financial advisor with Ameriprise in Wadena, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he co-owns RJG Services, a business involved in office support and administration, and also operates a lawn care service. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by dedicated committees.

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

Series 66

Wadena, MN

LPL Financial

Robert Beseman is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Investment Centers of America, Inc. for 15 years and has been involved with Bni since 2003. Outside of his advisory work, he serves as a foster parent for Ottertail County, Minnesota. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit 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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Zachary K

CFP®, Series 66

Wadena, MN

Ameriprise

Zachary Kreklau is a CFP® professional with 19 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he is co-owner of RJG Services Inc., a business providing office support and administrative services. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, serving clients with significant investable assets.

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