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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

7 advisors near 56716

Out of 400,000+ nationwide

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Anastasia H

Series 66

Crookston, MN

Packerland Brokerage Services, Inc.

Anastasia Hess is a financial advisor at Packerland Brokerage Services, Inc. in Crookston, MN, holding a Series 66 designation with one year of industry experience. She has prior experience with BFB Management, LLC and North Shore Resort Company, where she held roles related to resort management. Outside of her advisory work, she is involved with BFB Management Co. LLC as a Human Resources Director, overseeing 401(k) administration without compensation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, managing over $900 million in client assets and providing a range of investment solutions including third-party manager oversight and fee-based programs.

Retirement income strategy Options & derivatives strategies Wealth management
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Rose K

CFP®, Series 66

Crookston, MN

Packerland Brokerage Services, Inc.

Rose Koch is a CFP® with 18 years of industry experience, currently affiliated with Packerland Brokerage Services, Inc. She has worked at Packerland since 2017 and previously held positions at Questar Capital Corporation and Dennis Koch. Koch is also a registered representative at Sanum Financial Services, where she is involved in financial planning, insurance, and securities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized planning with discretionary or non-discretionary account management and utilizes the Hilltop/Envestnet platform to provide a range of managed account options.

Retirement income strategy Options & derivatives strategies Wealth management
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Annette T

Series 63, Series 65

Crookston, MN

LPL Financial

Annette Thompson is a financial advisor with LPL Financial in Warren, MN, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has previously worked at Bremer Bank and Raymond James Financial Services for 13 years each before joining Old National Bank and LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Ben T

Series 66

Crookston, MN

Edward Jones

Ben Trostad is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Pruco Securities LLC and Bremer Bank. Outside of his advisory work, he coaches the Crookston Boys Hockey team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Troy L

Series 63, Series 65

Crookston, MN

Edward Jones

Troy Lindberg is a financial advisor with Edward Jones in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Invest Financial Corp and American Federal Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Bryn S

Series 66

Crookston, MN

Edward Jones

Bryn Seay is a Series 66 licensed financial advisor at Edward Jones in Crookston, MN, with four years of industry experience. Prior to joining Edward Jones in 2021, Bryn worked for seven years at Rydell Auto Center. Outside of advising, Bryn is involved in selling sports cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory and investment management services supported by a large network of advisors and branch offices.

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

Series 66

Crookston, MN

Edward Jones

Dustin Buse is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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