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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

8 advisors near 56649

Out of 400,000+ nationwide

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Chris Q

Series 63, Series 65

International Falls, MN

&PARTNERS

Chris Quackenbush is a financial advisor at &PARTNERS with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of TQWMG, LLC, an investment-related business based in Bloomington, Indiana. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Richard R

Series 63, Series 65

International Falls, MN

LPL Enterprise

Richard Rud is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and a 21-year tenure with the Koochiching County Sheriff's Office. Outside of finance, he is employed by Unifi, where he assists with customer check-in and luggage handling at an airport. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brady H

Series 66

International Falls, MN

Edward Jones

Brady Hjelle is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at TruStar Federal Credit Union for five years and Border State Bank for four years. 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 operates under a fiduciary standard.

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

Series 66

International Falls, MN

Fidelity

Melissa Gaustad is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Shane T

Series 63, Series 66

International Falls, MN

Edward Jones

Shane Talley is a financial advisor with Edward Jones in International Falls, MN, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Edward Jones since 2009. Talley serves as a board member of Koochco Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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

Series 66

International Falls, MN

Edward Jones

Erik Strand is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, previously working six years at TruStar Federal Credit Union. Outside of his advisory role, he serves as a financial manager and board member of Koochco, Inc. in International Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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John W

Series 66

International Falls, MN

Edward Jones

John Winkel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at TruStar Federal Credit Union and the City of International Falls. In addition to his advisory role, he serves as a volunteer firefighter and is a trustee for Rainy Lake Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors.

Retirement income strategy Divorce financial planning Early retirement planning Planning for children with special needs Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Ron M

Series 66

International Falls, MN

Wells Fargo Advisors

Ron Mcgrane is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2009 to 2024 before joining Wells Fargo Advisors. Outside of his advisory work, he has ownership interests in investment-related entities including Lorax Holdings LLC and Rize Wealth Management Group LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through research and simulation tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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