Filters

Direct booking

firm logo

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)

3 advisors near 56510

Out of 400,000+ nationwide

user avatar
firm logo

Laura T

Series 66

Ada, MN

Thrivent Investment Management

Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Darin M

Series 63, Series 65

Anthony, MN

LPL Enterprise

Darin Moening is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a contingent power of attorney for his parents. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating as both an investment adviser and broker-dealer.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Kurt P

Series 63, Series 65

Ada, MN

LPL Financial

Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and Frandsen Bank & Trust. Outside of financial advising, he works as a voice-over artist and serves as an ambassador/promoter for BD&LL Screen Printing. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

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.

Find your advisor

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")

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.