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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

24 advisors near 58601

Out of 400,000+ nationwide

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James S

Series 63, Series 65

Dickinson, ND

Schwartz Investment Management Co.

James Schwartz is the sole advisor at Schwartz Investment Management Co. in Dickinson, ND, holding Series 63 and Series 65 licenses with 34 years of industry experience. The firm provides discretionary, fee-only investment management and financial planning services primarily to individual investors and trusts. Schwartz Investment Management Co. integrates investment management with a long-standing CPA tax practice, offering clients combined tax and investment perspectives. The firm emphasizes broad diversification, utilizes model portfolios and market research, and delivers regular written reviews and quarterly reporting.

Wealth management Passive / index investing
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Michael P

CFP®, Series 65

Dickinson, ND

Mike Parke Investment Management, LLC

Michael Parke is a CFP® and Series 65 licensed advisor with 35 years of experience in the financial services industry. He is the principal of Mike Parke Investment Management, LLC, based in Dickinson, ND. In addition to his advisory work, he is president and sole owner of a tax preparation business, Michael C. Parke Management Services, Inc. Mike Parke Investment Management, LLC provides investment supervisory services, financial planning, and advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on active management of individual stocks and bonds, utilizing a combination of fundamental, technical, and cyclical analysis supported by third-party research, and offers both discretionary portfolio management and flexible billing arrangements.

Active portfolio management Concentrated stock management
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Paul D

Series 63, Series 65, Series 66

Dickinson, ND

INS Capital Management, LLC

Paul Dickey is a financial advisor with INS Capital Management, LLC in Dickinson, ND, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been affiliated with Investor's New Standard since 2004. INS Capital Management provides personalized portfolio management and financial planning primarily for individual investors, families, trusts, and high-net-worth households. The firm offers both passive and actively managed ETF-based programs, combining technical, quantitative, and qualitative analysis with attention to tax implications and regular rebalancing.

Passive / index investing Active portfolio management
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Jon H

Series 66

Dickinson, ND

Hendrickson Financial Services, LLC

Jon Hendrickson is a financial advisor with Hendrickson Financial Services, LLC in Dickinson, ND, holding a Series 66 designation and 26 years of industry experience. He has been the owner of Hendrickson Financial Services since 2016 and has operated as a sole proprietor since 2004. Outside of advising, he serves as a voluntary board member of the Community Action Partnership in Western North Dakota and manages beverage inventory for the Theodore Roosevelt Medora Foundation. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients. The firm employs individualized investment policy statements and risk-tolerance assessments, using both fundamental and technical analysis to construct and monitor portfolios.

General retirement planning Retirement income strategy Income planning Wealth management
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Renae P

Series 63, Series 65

Dickinson, ND

BFC PLANNING, Inc.

Renae Polensky is a financial advisor at BFC Planning, Inc. with two years at the firm and one year of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is the owner and CEO of Angel Advocates, LLC, which assists individuals with applying for Social Security benefits and health and life insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and strategies tailored by its advisers.

Concentrated stock management Options & derivatives strategies Real estate investing
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Tanner S

Series 63, Series 66

Dickinson, ND

Principal Financial Services

Tanner Steffan is a financial advisor with Principal Financial Services in Dickinson, ND, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Dakota Community Investments, Principal Life Securities, Securities America Advisors, and Dakota Community Bank & Trust. Outside of advising, he serves as vice president of the St John Endowment Fund, a local nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Stacy B

Series 63, Series 66

Dickinson, ND

LPL Financial

Stacy Braun is a financial advisor at LPL Financial with 19 years of industry experience. She held a position at Investment Centers of America for 15 years before joining LPL Financial in 2017. Braun holds Series 63 and Series 66 credentials and is based in Dickinson, ND. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

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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Darren L

Series 66

Dickinson, ND

Cambridge Investment Research Advisors

Darren Limesand is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge since 2012 and also serves as an independent insurance agent at Western Frontier Insurance Agency. Outside of his advisory work, he is the treasurer for the Bowman County Rural Ambulance Service District. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jay B

Series 63, Series 66

Dickinson, ND

Edward Jones

Jay Bleth is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Edward Jones since 2001. He serves on the investment committee for the Dickinson Public Schools Foundation in Dickinson, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

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

Series 63, Series 65

Dickinson, ND

OSAIC

Blaine Stockert is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 12 years and has been associated with American Trust Center for 20 years. Outside of his advisory role, Stockert serves as Chief Wealth Officer at Bravera Wealth and is a managing partner of Laugh & Learn Daycare. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Michael M

Series 66

Dickinson, ND

LPL Financial

Michael Mann is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Ron Schmidt Investment Group and American Bank Center. Outside of his advisory role, he is a football coach for Dickinson Catholic Schools. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.

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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Blake W

Series 66

Dickinson, ND

Edward Jones

Blake Wilson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in cattle ranching and has been raising and selling beef cattle since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of advisors and branches.

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

Series 66

Dickinson, ND

Ameriprise

Steven Schneider is a financial advisor with Ameriprise in Dickinson, ND, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameriprise since 2018 and previously operated Schneider Financial Services and was affiliated with Commonwealth Financial Network. Outside of his advisory role, he is involved with the Employer Support of the Guard and Reserve (ESGR), a Department of Defense office supporting Reserve Component service members and their employers. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendations. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Collette S

Series 66

Dickinson, ND

OSAIC

Collette Shifflett is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has previous work history at Bravera Bank and Dunham's Sports. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Wyatt N

Series 63, Series 65

Dickinson, ND

OSAIC

Wyatt Nelson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at American Portfolios Financial Services, Bravera Bank, New York Life Insurance Co., and Pioneer Energy Services. Outside of his advisory work, he serves as a blackjack dealer for the DSU Heritage Foundation, a college charity organization. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of advisory programs and custodial options, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Dream O

Series 66

Dickinson, ND

LPL Financial

Dream Obrien is a financial advisor with LPL Financial in Dickinson, ND, holding a Series 66 designation and 22 years of industry experience. Obrien previously worked at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. Outside of advisory work, Obrien is involved as an owner and co-owner of two non-investment-related businesses, Plan with You LLC and O'BS. 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 range of investment solutions supported by an in-house research team, combining large-scale advisory operations with supplemental insurance and credit services.

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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Joseph H

Series 63, Series 66

Dickinson, ND

LPL Financial

Joseph Hanstad is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with LPL Financial and Gate City Bank since 2015. Hanstad is involved with the Gate City Financial Services Investment Committee and also works as an agent for Simplicity/Sunderland Group. 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 supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance and lending products through affiliated entities.

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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Ronald S

CFP®, Series 63, Series 65

Dickinson, ND

LPL Financial

Ronald Schmidt is a CFP® professional with 32 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he worked for Investment Centers Of America, Inc. for 24 years. Schmidt holds Series 63 and Series 65 licenses and maintains a notary public designation. 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 range of financial planning and investment management 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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Christopher D

Series 66

Dickinson, ND

Edward Jones

Christopher Desilets is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Dickinson, ND

Edward Jones

Klayton Oltmanns is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current role at Edward Jones since 2005. Oltmanns holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-loss harvesting and proxy voting under a fiduciary standard.

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

Series 63, Series 66

Dickinson, ND

Ameriprise

Lyndsey Filkowski is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Schneider Financial Services and Commonwealth Financial Network. Outside of her advisory work, she serves on the Board of Directors and as Treasurer for the St. John Endowment Fund Committee and is involved with LFP Consulting, LLC. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sheyenne H

Series 66

Dickinson, ND

Edward Jones

Sheyenne Haugeberg is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, she held positions in education and briefly at the supplement company 1st Phorm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics
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Kimberly O

Series 66

Dickinson, ND

LPL Financial

Kimberly O'Brien is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2021, she operated Kim O'Brien's Daycare for six years. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

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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Marlene B

Series 63, Series 66

Dickinson, ND

Edward Jones

Marlene Bradbury is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bremer Bank and AgCountry Farm Credit Services. Outside of her advisory role, she is involved in an office rental business in Dickinson, ND. 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 large nationwide network of financial advisors and branch offices.

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