Filters

Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

David A

PFS™, Series 66

Melrose, MN

Cetera

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Scott F

Series 63, Series 66

Osakis, MN

Thrivent Investment Management

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Business ownership considerations
user avatar
firm logo

Jacquelyn A

Series 66

Sauk Centre, MN

Ameriprise

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Richard J

Series 63, Series 65

Sauk Centre, MN

Cetera

Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 1996 and also works with First National Bank of Sauk Centre. Outside of his advisory role, he serves on the board of the Sauk Centre Area Community Foundation, assisting in establishing a new foundation. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities uncommon for a firm of its size.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
firm logo

Emma W

Series 66

Sauk Centre, MN

Fidelity

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments starting in 2024. Emma's career in financial services began at Ameriprise Financial, where she progressed through several positions including Associate Financial Advisor from 2023 to 2024, Financial Planning Analyst from 2022 to 2023, and Financial Planning Assistant from 2020 to 2022. She also gained experience as a Bank Teller at U.S. Bank from 2019 to 2020. Emma holds a California Insurance License. Her approach to financial consulting emphasizes trust and open communication, focusing on understanding clients' goals and concerns to collaboratively develop personalized financial plans. Outside of her professional work, Emma enjoys activities such as beach outings, fitness, social events with friends, photography, and traveling.

General retirement planning Income planning Cash flow / budgeting Young Professionals Mid-Career Professionals
user avatar
firm logo

Stephanie M

Series 66

Melrose, MN

LPL Financial

Stephanie Mayers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services, Inc. for ten years and has been involved with Central Minnesota Credit Union since 2002. Outside of her advisory role, she is a co-owner of a farm business in Melrose, MN. 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 variety 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
user avatar
firm logo

Tricia K

Series 63, Series 66

Sauk Centre, MN

LPL Financial

Tricia Klaphake is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. 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 an in-house research team and offers a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

John D

ChFC®, Series 63, Series 65

Melrose, MN

Cetera

John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 47 years of industry experience. His prior experience includes roles at Voya Financial Advisors and various Anfinson Thompson and Cetera affiliated firms. He also serves as an insurance agent, selling fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Alexis J

Series 66

Osakis, MN

Thrivent Investment Management

Alexis Johanson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Alexis worked in various roles including resident assistant at Galeon Senior Living and positions in education and construction. Outside of finance, Alexis works part-time as a resident assistant at a senior living facility, helping residents with daily activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on a wide range of financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Business ownership considerations
firm logo

Darron N

Series 66

Sauk Centre, MN

Edward Jones

Darron Nelson is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2018. Prior to his advisory career, he worked at Fastenal Company for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Michael K

CFP®, Series 63, Series 65

Sauk Centre, MN

LPL Financial

Michael Kennedy is a CFP® with 35 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Investment Centers Of America, Inc. from 1995 to 2017. Kennedy is also the Chief Executive Officer of Kennedy Retirement Solutions, Inc., a firm he has been involved with since 1995. 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 delivery options supported by an in-house Research team and combines large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Kayla D

Series 66

Sauk Centre, MN

Ameriprise

Kayla Douvier is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 license and six years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, and Central Minnesota Credit Union. She is part owner of Main Street Theatre, Inc., a family-run entertainment business, and serves as treasurer on the board of the Sauk Centre/Melrose Youth Hockey Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Rachel K

Series 66

Melrose, MN

LPL Financial

Rachel Kulzer is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of her advisory role, she owns Flint, LLC, a home-based business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide 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 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
user avatar
firm logo

Erik J

Series 66

Melrose, MN

Cetera

Erik Jensen is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several firms including Anfinson Thompson Financial Services and Heritage Bank NA. Jensen is also an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers through various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

James M

Series 63

Sauk Centre, MN

OSAIC

James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with Osaic Wealth, Inc. and its predecessor firms since 2011. Outside of advisory services, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and provides fixed annuities and life insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, supporting a large network of advisors and offering access to a wide range of investment products and custodial platforms.

Annuities Founder/Business Owner Executive Retired
user avatar
firm logo

Mc Kenzie W

Series 66

Sauk Centre, MN

LPL Financial

Mc Kenzie Wall is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Minnesota National Bank and Fresh Coat Painters. Outside of her advisory career, she is involved in administrative functions at Blue Barn Painting, a small business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.