Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Timothy J
Series 63, Series 66
Glenwood, MN
USAdvisors Wealth Management, LLC
Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.
Daniel K
Series 63, Series 65
Alexandria, MN
Fortis Group Advisors LLC
Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.
Brian F
Series 63, Series 65
Alexandria, MN
Focus Financial
Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Will O
CFP®, Series 65
Alexandria, MN
Inspire Advisors, LLC
Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.
Brett M
CFP®, Series 66
Alexandria, MN
Focus Financial
Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.
Christine S
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Christine Schroeder is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been associated with both LPL Financial and Private Advisor Group since 2012, providing financial planning and asset management services. Schroeder also operates under the DBA StoneBridge Wealth Management. 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, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with additional financial products and services.
Mark O
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Mark Opp is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with LPL Financial and Private Advisor Group, LLC since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.
Alan I
Series 63, Series 65
Alexandria, MN
Thrivent Investment Management
Alan Iverson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his advisory role, he spent 19 years working at Anderson Funeral Home as a funeral director. In addition to his advisory work, he is involved with Memory Share, a video streaming company that supports funeral homes by livestreaming and recording services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various topics without discretionary trading authority.
Jeremiah B
Series 63, Series 66
Alexandria, MN
Thrivent Investment Management
Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 registrations and has three years of experience in the industry. Prior to his advisory role, he worked in education, including five years at Parkers Prairie Elementary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan.”
Kevin G
Series 63, Series 66
Alexandria, MN
Cetera
Kevin Gotto is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Partners Advantage-Midwest LLC, where he is also owner and president. Outside of advising, he is involved in managing fixed insurance sales through his own entities and serves as Chief Financial Officer for Independent Brokerage Network. 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 services, utilizing both advisor-managed accounts and third-party managed solutions.
Michael L
Series 63
Alexandria, MN
Edward Jones
Michael Leary is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 1997. Outside of his advisory role, he is a co-owner and officer of Gameday Athletics Corporation, a small retail business specializing in used ice hockey equipment in Marshall, Minnesota. 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 large national network of advisors and offices.
Dane A
Series 66
Glenwood, MN
Thrivent Investment Management
Dane Ankeny is a financial advisor with Thrivent Investment Management in Glenwood, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Ankeny serves as an assistant coach for a local youth wrestling team and holds leadership positions on several community boards, including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. Their approach integrates planning with managed-account programs while maintaining separate services.
Alexander J
Series 63
Alexandria, MN
Edward Jones
Alexander Johnston is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds a Series 63 designation. Outside of his advisory role, Johnston serves as president of Big Oak Property LLC, a rental income business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.
Jennifer S
Series 66
Alexandria, MN
Wells Fargo Advisors
Jennifer Stich is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Geneva Capital for two years and Glenwood State Bank for seven years. Jennifer holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.
Theodore H
Series 63, Series 66
Alexandria, MN
Thrivent Investment Management
Theodore Haar is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2002. Outside of his advisory role, he is involved in developing a movie script based on the life of WWII military chaplain Delbert Kuehl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.
Jeremy S
Series 66
Alexandria, MN
Ameriprise
Jeremy Symanietz is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Alexandria Congregation of Jehovah's Witnesses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Julie A
Series 66
Alexandria, MN
Thrivent Investment Management
Julie Anderson is a Series 66-licensed financial advisor with two years at Thrivent Investment Management and a total of one year in the industry. Her prior work experience includes ten years at Glacial Ridge Health System. She is based in Alexandria, MN. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across multiple planning areas. The firm delivers goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”
Dustin C
Series 66
Glenwood, MN
Edward Jones
Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.
Kalee O
Series 63, Series 66
Alexandria, MN
UBS Financial Services
Kalee Olson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.
Brent B
CFP®, Series 63, Series 66
Alexandria, MN
LPL Financial
Brent Boraas is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at INVEST Financial Corporation from 2009 to 2018 before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and a platform that integrates advisory and brokerage services along with insurance and annuity products.
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.
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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide