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Scott D
Series 63, Series 65
Faribault, MN
Dornbusch Asset Management
Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.
Tristan C
CFP®, Series 65
Northfield, MN
Wealth Span Capital Management
Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.
Michael P
Series 63, Series 65
Dundas, MN
First Heartland Consultants, Inc.
Michael Palmquist is a financial advisor with First Heartland Consultants, Inc. in Dundas, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of advisory work, he engages in reselling shoes through StockX and buying and selling internet domains. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.
Richard F
CFP®, Series 63, Series 65
Northfield, MN
First Heartland Consultants, Inc.
Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.
Christian L
ChFC®, Series 66
Northfield, MN
Edward Jones
Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. 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 broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.
Joseph K
ChFC®, Series 63
North Field, MN
Cambridge Investment Research Advisors
Joseph Klinkhammer is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he worked for Hornor, Townsend & Kent, Inc. for 25 years and has been associated with Monarch Life Insurance Company since 1985. He also owns an independent insurance agency in Northfield, MN. Cambridge Investment Research Advisors serves a diverse client base including 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 various account platforms and third-party strategists.
Benjamin V
Series 66
Northfield, MN
Edward Jones
Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jason L
Series 63, Series 66
Northfield, MN
Cambridge Investment Research Advisors
Jason Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously held roles at Securities America Advisors and VOYA Financial Advisors. Linder is also the owner of Linder & Associates, Inc., an insurance agency he has operated since 1990. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.
Glen A
Series 63, Series 66
Faribault, MN
OSAIC
Glen Anderson is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Bankers Life Advisory Services, Bankers Life Securities, ProEquities, and Bankers Life. Anderson owns an insurance agency focused on Medicare plan sales. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment products and offers various advisory, brokerage, and lending solutions.
Andrew C
Series 66
Faribault, MN
Ameriprise
Andrew Cavanaugh is a financial advisor at Ameriprise with a Series 66 credential and one year of experience. His recent work history includes roles at Advisors Management Group, Inc., and several educational and municipal positions prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.
Zachary K
Series 63, Series 65
Faribault, MN
LPL Financial
Zachary Klemer is a financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Thrivent Financial. He is based in Faribault, MN, and holds Series 63 and Series 65 credentials. 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, delivering services through a large network of investment adviser representatives.
Tate R
Series 66
Northfield, MN
Ameriprise
Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Charles P
Series 66
Owatonna, MN
Wells Fargo Advisors
Charles Postlewaite is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he held positions at Lakeview Bank, Leo's South, and West Metro Irrigation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.
John M
Series 63, Series 66
Owatonna, MN
Wells Fargo Advisors
John Murtha is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his role at Wells Fargo, he holds ownership interests in wealth management investment businesses and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning covering areas such as retirement, education, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and other niche needs.
Brent P
CFP®, Series 66
Faribault, MN
OSAIC
Brent Peroutka is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, Peroutka is active in his community, serving as a board member and foundation chair of the Faribault Rotary Club and participating in several local nonprofit organizations including the Faribault Booster Club and the Faribault Area Public Schools Educational Trust Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a network of over 6,200 financial advisers. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering comprehensive wealth management solutions and utilizing advanced portfolio optimization tools.
Jacob W
Series 66
Faribault, MN
Edward Jones
Jacob Womeldorf is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Brenda R
Series 66
Northfield, MN
Thrivent Investment Management
Brenda Rabbe is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she taught private voice lessons for 20 years at Brenda's Voice Studio and served as president and founder of a nonprofit organization that distributes financial donations to other nonprofits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across multiple planning areas. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.
Sandra F
CFP®, Series 63
Faribault, MN
Cambridge Investment Research Advisors
Sandra Flom is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She also operates a CPA practice and owns Financial Solution MN LLC. 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 a range of advisory services including financial planning, portfolio management, and retirement plan advisory, utilizing various account platforms and third-party strategists.
Joanne C
Series 63, Series 65
Owatonna, MN
Wells Fargo Advisors
Joanne Corbin is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.
Susan S
Series 66
Owatonna, MN
Wells Fargo Advisors
Susan Skrivanie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo affiliated firms since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, special-needs analysis, and divorce planning.
James H
Series 66
Faribault, MN
Edward Jones
James Harding is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2018, he worked at Baker Tilly for five years. Outside of his advisory role, Harding officiates college basketball games as an independent contractor. 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 with a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Jason L
Series 66
Faribault, MN
LPL Enterprise
Jason Lavoi is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Jason is also involved in a non-variable insurance agency based in Faribault, MN. LPL Enterprise provides advisory services through a broad 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, combining advisory and brokerage services with affiliated insurance products.
Seth L
Series 63, Series 65
Northfield, MN
Cambridge Investment Research Advisors
Seth Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Securities America Advisors and Voya Financial Advisors. In addition to his advisory work, he owns and operates a retail store and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals and multiple account platforms.
Christopher W
Series 63, Series 66
Northfield, MN
Cetera
Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Cetera and its affiliated entities since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation, and he is vice president and officer of Community Resource Bank. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad advisory platform.
Erik N
Series 66
Faribault, MN
Edward Jones
Erik Nelson is a financial advisor at Edward Jones in Faribault, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he spent ten years at 3M. Outside of his advisory work, Nelson serves as an assistant coach for the U12 girls team at Northfield Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Lance W
Series 63
Dundas, MN
LPL Financial
Lance Wagner is a financial advisor with LPL Financial in Montgomery, MN, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1999. Outside of his advisory role, Wagner operates Fenceline Kennels, providing hunting and guiding services as well as training hunting dogs. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management options, combining advisory operations with insurance and annuity product offerings.
David C
Series 63, Series 65
Faribault, MN
LPL Financial
David Chwalek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years with VOYA Financial Advisors. Outside of his advisory work, he is involved with DC Fitness and works as a rideshare driver. 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 wide range of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house research team.
Jamie L
Series 66
Faribault, MN
Edward Jones
Jamie Lexvold is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, Jamie worked in the food service industry and also worked as an independent contractor for a grocery delivery service. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Darien V
Series 66
Dundas, MN
Cambridge Investment Research Advisors
Darien Vvenker is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Belpointe in 2022, he worked at Cambridge Investment Research and The Hartford. Outside of his advisory work, he is co-owner and bookkeeper of MN Soulstice Boutique LLC, a retail clothing business. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of active, passive, tactical, and blended strategies tailored to client objectives and risk tolerance.
Charlie H
Series 66
Faribault, MN
Raymond James & Associates
Charlie Host is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2024, he worked at RBC Capital Markets Corporation for 16 years. Outside of his advisory role, he serves as a television game analyst for select University of Denver home hockey games. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, with a notable focus on public finance and municipal advisory services.
Catherine G
Series 66
Faribault, MN
Ameriprise
Catherine Grinney is a financial advisor with Ameriprise in Faribault, MN, holding a Series 66 designation and 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Ameriprise in 2022. Grinney serves on the Investment Committee for the Faribault Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.
Brenda H
Series 66
Northfield, MN
Ameriprise
Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.
Brian P
Series 66
Northfield, MN
Edward Jones
Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jon S
CFP®, Series 63
Northfield, MN
Edward Jones
Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. 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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Adam S
Series 66
Northfield, MN
Cambridge Investment Research Advisors
Adam Sawyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Northfield, MN, where he has worked since 2011. He has 14 years of industry experience. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various managed account platforms and third-party strategists.
Rex R
Series 66
Northfield, MN
Ameriprise
Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Albin L
Series 65
Northfield, MN
Cambridge Investment Research Advisors
Albin Linder is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. He holds a Series 65 designation and has worked previously at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and investment strategies.
Mitchell A
Series 63
Faribault, MN
OSAIC
Mitchell Anderson is a financial advisor with OSAIC, holding a Series 63 designation and 16 years of industry experience. He previously worked at Woodbury Financial Services Inc for 15 years before joining OSAIC in 2024. In addition to his advisory role, Anderson is involved in independent insurance sales, assisting clients with life insurance products. OSAIC 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 utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.
Thomas K
Series 66
Faribault, MN
Edward Jones
Thomas Klemer is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.
Jennifer B
Series 66
Faribault, MN
Thrivent Investment Management
Jennifer Becker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She has been with Thrivent and its related entities since 2007. Outside of her advisory role, she serves on the Board of Directors for Camp Omega, a Lutheran summer camp, where she is involved in committee work related to camp development and fundraising. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority or institutional portfolio management.
Jessica I
Series 66
Northfield, MN
Edward Jones
Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Gregory L
Series 66
Faribault, MN
Edward Jones
Gregory Lee is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory work, he serves as vice president on the Board of Directors for the Faribault Country Club, a volunteer position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
Jason R
Series 66
Faribault, MN
Ameriprise
Jason Reher is a financial advisor with Ameriprise Financial Services, Inc. in Lakeville, MN, holding a Series 66 designation and with 22 years of industry experience. He has been with Ameriprise since 2003. Reher serves on the board of directors for Ruth's House, a nonprofit organization. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals with significant investable assets. Its approach includes detailed retirement income recommendations supported by proprietary research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.
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