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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

9 advisors near 56701

Out of 400,000+ nationwide

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Kevin R

CFP®, Series 66

Thief River Falls, MN

Edward Jones

Kevin Roberts is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Choice Financial, Red River Human Services, the University of Missouri, and Ameriprise Financial. 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 investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Military & Veterans
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Todd M

Series 66

Thief River Falls, MN

Edward Jones

Todd Mack is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Thief River Falls, MN

Edward Jones

Bailee Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Bailee worked at DigiKey and has held positions in various other organizations including the American Legion and the University of North Dakota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Series 63

Thief River Falls, MN

Edward Jones

Jerod Kolden is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Kaylee S

Series 66

Thief River Falls, MN

Thrivent Investment Management

Kaylee St Germain is a financial advisor with Thrivent Investment Management in Thief River Falls, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for local youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account programs with periodic reviews delivered through a large network of financial advisors.

Business ownership considerations
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Patrick T

CFP®, Series 63, Series 65

Thief River Falls, MN

Edward Jones

Patrick Thibert is a CFP® professional with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he is president of the Lambda Chi Alpha House Corporation and is involved in establishing a recreational vehicle parts business. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Andrew S

Series 66

Thief River Falls, MN

Edward Jones

Andrew Solem is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent ten years at AgCountry Farm Credit Services. Outside of his advisory work, he co-owns a family farm in Thief River Falls, MN, where he manages a small purebred Angus cattle operation alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory services through a nationwide network of over 23,700 financial advisors.

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

Series 66

Thief River Falls, MN

Edward Jones

Carter Onkka is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Brady Martz & Associates from 2021 to 2024. His background also includes roles with the City of Thief River Falls, the Thief River Falls Education Foundation, and North Dakota State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its services with a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

CFP®, Series 66

Thief River Falls, MN

Edward Jones

Katherine Monkman is a CFP®-certified financial advisor with Edward Jones, based in Thief River Falls, MN. She has eight years of experience at Edward Jones and ten years of prior work at Sanford Bemidji Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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