Direct booking
Book time directly with this advisor, no back-and-forth required
26 advisors near 56501
Out of 400,000+ nationwide
Matthew J
Series 63, Series 66
Detroit Lakes, MN
Future Bright
Matthew Johnson is a financial advisor with Future Bright, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Future Bright in 2019, he worked at Raymond James Financial Services Advisors Inc. for five years. Outside of his advisory role, Johnson is involved in multiple professional service and consulting businesses and serves on the board of the Boys and Girls Club Thrift Store of Detroit Lakes. Future Bright provides discretionary investment management and advisory services to individuals, small businesses, and retirement plans, managing approximately $110 million in assets. The firm emphasizes client-specific portfolios with a focus on equities, mutual funds, and ETFs, and serves a large client base through standardized processes.
Kevin M
CFP®, Series 63, Series 65
Detroit Lakes, MN
Mann Financial Group
Kevin Mann is a CFP® with 31 years of experience in the financial industry. He has worked at Mann Financial Group since 2000 and previously held roles at Cantella & Co., Inc., Moorhead Partners LLC, and Raymond James Financial Services. Mann is also a licensed insurance agent involved in the sale and servicing of various insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.
Brian M
CFP®, Series 63, Series 65, Series 66
Detroit Lakes, MN
Mann Financial Group
Brian Mann is a CFP® with 19 years of industry experience, currently serving as an advisor at Mann Financial Group in Detroit Lakes, MN. He previously worked at Cantella & Co., Inc. and Raymond James Financial Services Advisors Inc. Mann is also a licensed insurance agent, selling and servicing various lines of non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, as well as retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.
Randall S
Series 63, Series 65
Detroit Lakes, MN
Colliers Securities LLC
Randall Sidener is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Future Bright and Integrity Funds Distributor, LLC. He also founded Cool Hand Coasters, LLC, a business venture outside of finance. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.
Jameson H
CFP®, Series 65
Detroit Lakes, MN
Destiny Capital Corporation
Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.
Craig B
Series 63, Series 66
Detroit Lakes, MN
Calton & Associates, Inc.
Craig Brand is a financial advisor with Calton & Associates, Inc. in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Capital Financial Services and has been self-employed since 1997. Outside of his advisory role, Brand is involved in the service and sale of fixed life insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of program structures and analytic approaches tailored to client goals and risk tolerance.
Aaron T
CFP®, Series 66
Detroit Lakes, MN
&PARTNERS
Aaron Tait is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones from 2012 to 2025 and joined &PARTNERS in 2025. Outside of his advisory role, he serves on the board of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, supported by platform technology and both discretionary and non-discretionary management options.
Phillip G
CFP®, Series 66
Detroit Lakes, MN
&PARTNERS
Phillip Gilbert is a CFP® with 11 years of industry experience, currently advising at &PARTNERS since 2026 after a 12-year tenure at Edward Jones. He holds the Series 66 designation and is based in Detroit Lakes, MN. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and sovereign wealth funds, offering investment advisory and broker-dealer services along with financial planning, estate and trust consulting, and retirement-plan support. The firm employs discretionary and non-discretionary advisory programs using the Envestnet platform and provides a range of fee arrangements and proprietary strategy models.
Christopher C
Series 63, Series 66
Detroit Lakes, MN
Thrivent Investment Management
Christopher Cymbaluk is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in health insurance sales, primarily Medicare Advantage and Medicare supplements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping the services distinct.
Matthew C
CFP®, ChFC®, Series 63
Detroit Lakes, MN
Ameriprise
Matthew Carrier is a CFP® and ChFC® with 28 years of industry experience, currently affiliated with Ameriprise since 2005. He serves on the Board of Directors for the Laker Athletics Booster Club in Detroit Lakes, MN. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports.
Craig S
Series 63, Series 66
Detroit Lakes, MN
RBC Capital Markets
Craig Strong is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets and its affiliates for over a decade, with additional experience at Thrivent and FBL Financial Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored strategies implemented through both in-house and third-party managers.
Anna S
Series 66
Detroit Lakes, MN
Edward Jones
Anna Schmitz is a financial advisor with Edward Jones in Detroit Lakes, MN, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2015, with a brief tenure at Country Financial in 2018. She is a member of the Detroit Lakes Noon Rotary, participating in community programs such as Salvation Army bell ringing and blood donation drives. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brooke M
Series 66
Detroit Lakes, MN
Ameriprise
Brooke Mathern is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her work history includes roles at Ameriprise since 2022 as well as prior positions with Lutheran Social Services of MN, Archway Marketing Services, and Valley City State University. Ameriprise provides retirement-income planning services primarily for individuals nearing 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.
Kelsey V
Series 66
Detroit Lakes, MN
Ameriprise
Kelsey Varty is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, Kelsey owns Blue Jay & Birch, a business involved in the sale and consignment of art, home goods, and crafts, and she also writes non-financial, slice-of-life articles for local online and print publications. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team and algorithmic tools to assist in retirement planning.
Lauren T
Series 63, Series 66
Detroit Lakes, MN
LPL Financial
Lauren Tschider is a financial advisor with LPL Financial based in Detroit Lakes, MN. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of her advisory role, she is an author through her business With Love From Lauren, LLC. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Priscilla B
Series 66
Detroit Lakes, MN
Edward Jones
Priscilla Boman is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.
Mikel H
Series 66
Detroit Lakes, MN
Edward Jones
Mikel Hess is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Novo Nordisk Inc. for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Casey N
Series 66
Detroit Lakes, MN
LPL Financial
Casey Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Investment Centers of America, Inc. for seven years before joining LPL Financial in 2017. Nelson is also employed part-time as a sales agent with One Digital. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Anthony S
CFP®, Series 66
Detroit Lakes, MN
Edward Jones
Anthony Stensgard is a CFP®-designated financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years with Otter Tail Power Company. Stensgard participates in a group stock-picking activity through Wildcat Investments. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Matthew H
Series 66
Detroit Lakes, MN
Ameriprise
Matthew Hayden is a financial advisor at Ameriprise in Frazee, MN, with four years of industry experience. He holds the Series 66 designation and previously worked at Lake Region Healthcare for five years. Hayden is also the owner of Hayden Group, LLC, where he manages his advisory business. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm offers written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized retirement-income consulting team.
Donald S
Series 63, Series 66
Detroit Lakes, MN
Cetera
Donald Scramstad is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at First Financial Equity Corporation for 11 years and currently serves as Senior Vice President-Investments at FFEC Wealth Partners. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm integrates advisor-managed accounts, model portfolios, and third-party managed solutions alongside retirement and fiduciary services within a broad institutional platform.
Lindsay S
Series 63, Series 66
Detroit Lakes, MN
RBC Capital Markets
Lindsay Strong is a financial advisor with RBC Capital Markets in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining RBC Capital Markets in 2018, Strong worked at RBC Global Asset Management (U.S.) Inc. from 2012 to 2018. Outside of work, Strong serves on the Boards of Directors for the Boys and Girls Club of Detroit Lakes and the Detroit Mountain Alpine Ski Team, contributing to youth-focused community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides integrated investment and lending solutions.
Thomas T
Series 63, Series 65
Detroit Lakes, MN
LPL Financial
Thomas Tschider is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Investment Centers of America, Inc. from 2003 to 2017 before joining LPL Financial, where he has been since 2017. Outside of his advisory role, he is also an agent selling fixed insurance products. 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 broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.
Erik E
Series 66
Rochert, MN
Wells Fargo Advisors
Erik Eide is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a business unrelated to investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs analysis.
George V
Series 63
Detroit Lakes, MN
Edward Jones
George Van Dam is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2001. 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.
Benjamin B
Series 63, Series 66
Detroit Lakes, MN
LPL Financial
Benjamin Bathke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at GWFS Equities, Inc. and has held various roles in different industries including technology and hospitality. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
26 advisors near 56501
Out of 400,000+ nationwide