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Scott F

Series 63

Duluth, MN

Cetera

Scott Fisher is a financial advisor with Cetera who holds a Series 63 designation and has 17 years of industry experience. He has worked at Cetera since 2013 and is also the owner of Fisher Wealth Management. Fisher serves as vice president of the board for the Robert Herman Scholarship Fund and has held leadership roles with the Harbortown Rotary Club of Duluth and its charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Darin H

Series 63

Duluth, MN

Cetera

Darin Hanson is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of experience in the industry. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013, and recently joined Northview Financial Partners. Hanson is also involved with AdvisorNet Financial, providing financial planning and investment services since 1993. Cetera Investment Advisers LLC operates as a nationwide platform of independent advisors serving individual, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through various discretionary and non-discretionary programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lukan H

Series 66

Duluth, MN

Cetera

Lukan Hanson is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked with several financial services firms, including Sellwood Partners and Advisornet Financial. Outside of advising, he works as a bartender at Ridgeview Country Club. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and access to third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas B

Series 66

Duluth, MN

Cetera

Thomas Berrisford is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Northview Financial Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as an at-large board member for Lake Park Little League in Duluth, MN. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to a range of investment program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dylan K

Series 66

Duluth, MN

Cetera

Dylan Kolquist is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Northwestern Mutual and Sellwood Partners. In addition to his advisory role, he is involved with Northview Financial Partners as a financial professional and serves as a client service associate supporting office operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors, utilizing a multi-manager platform that includes affiliated and third-party managers with various program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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