Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Theresa C
Series 66
St Paul, MN
Cetera
Theresa Crist is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company dating back to 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.
Susan C
Series 63, Series 66
St Paul, MN
Cetera
Susan Crane is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Cetera Wealth Services, Securian Financial Services, Minnesota Life Insurance Co, Advisor Group, Equitable Advisors, AXA Advisors, and VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers across multiple program structures.
Sheila S
Series 63, Series 66
St Paul, MN
Cetera
Sheila Sullivan is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large network of independent advisors and manages over $256 billion in assets.
Neil M
Series 66
St Paul, MN
Cetera
Neil Manthe is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services Inc and Minnesota Life Insurance Company. Manthe serves on advisory boards for Minnesota State University, Mankato, and the non-profit BestPrep, contributing to educational programs focused on customer experience and financial literacy for high school students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of program structures and custodial relationships.
Derek D
Series 63, Series 66
St Paul, MN
Cetera
Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2023. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services across various program structures and custodial relationships.
Eric H
Series 66
St Paul, MN
Cetera
Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.
Sydney S
Series 66
Saint Paul, MN
Cetera
Sydney Shah is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera Investment Adviser LLC and Cetera Wealth Services, LLC, Shah was involved with Chain Ritual LLC and Vow’d Weddings. He also has work experience with organizations including Meriprise Financial Services, Surly Brewing Company, and the Minnesota Timberwolves. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.
Christopher S
Series 63, Series 66
Saint Paul, MN
Cetera
Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.
Christopher G
CFP®, Series 63, Series 65
Saint Paul, MN
Cetera
Christopher Ginkel is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Thrivent Investment Management Inc and Hornor, Townsend & Kent, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies and program structures, supporting over 10,000 advisors and approximately $256 billion in assets under management.
Stephanie C
Series 66
Saint Paul, MN
Cetera
Stephanie Caro is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Securian Financial Services Inc, Minnesota Life Insurance Company, and a long tenure at Merrill Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to various third-party money managers and program platforms.
Jennifer D
Series 63, Series 66
St Paul, MN
Cetera
Jennifer Dorniden is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Securian Financial Services, Inc. and the Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and consulting services across multiple program structures and custodial relationships.
Jaime C
Series 66
St Paul, MN
Cetera
Jaime Cooper is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Minnesota Life Insurance Co., Securian Financial Services, Inc., and Cri Securities, Inc. prior to joining Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party investment strategies.
Adri M
Series 63
St Paul, MN
Cetera
Adri Mehra is a financial advisor at Cetera with 13 years of industry experience. Mehra holds the Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cetera in 2023. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including third-party managers, model portfolios, and bespoke strategies.
Gero F
Series 66
St Paul, MN
Cetera
Gero Feaman is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Securian Financial Services Inc. and CRI Securities LLC. He is currently based in St. Paul, MN. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.
Dana M
Series 63, Series 65
St Paul, MN
Cetera
Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.
Mariah C
Series 66
St Paul, MN
Cetera
Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.
Joan L
Series 66
Saint Paul, MN
Cetera
Joan Lessner is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She has worked at several Cetera entities since 2023 and previously spent 13 years at Securian Financial Services and 16 years at Minnesota Life Insurance Company. Outside of her advisory role, she owns two Etsy shops where she makes and sells quilted items and head scarves for cancer patients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.
Adam G
Series 66
St Paul, MN
Cetera
Adam Gooley is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2023 and previously held roles at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Anthony M
Series 63, Series 65
St Paul, MN
Cetera
Anthony Martins is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2023. Prior to that, he was with Cri Securities, LLC for 16 years and Securian Financial Services/Minnesota Life Insurance Co. for 19 years. Martins serves as a board member of the Juvenile Diabetes Research Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary options.
James D
Series 63, Series 66
St Paul, MN
Cetera
James Deutsch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Cetera and its related entities since 2023 and previously held roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial arrangements.
Peter T
CFP®, Series 66
St Paul, MN
Cetera
Peter Tartaro is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cetera, having held prior roles at Securian Financial Services, Ameriprise Financial Services, and other firms. Tartaro serves as a director for the Knights of Columbus and holds leadership roles as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers a multi-manager platform with various investment program options.
Craig B
CFP®, Series 63, Series 66
Saint Paul, MN
Cetera
Craig Bartlett is a CFP® professional with 26 years of industry experience. He is currently with Cetera Investment Advisers and has held prior roles at U.S. Bancorp Investments, Creative Planning, and other firms. Bartlett is based in Saint Paul, MN. Cetera Investment Advisers is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a national network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using multiple program platforms and third-party manager options.
Bradley M
Series 66
St Paul, MN
Cetera
Bradley Miller is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, Minnesota Life Insurance Company, and Securain Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.
Abigail L
Series 66
Saint Paul, MN
Cetera
Abigail Lundquist is a Series 66-licensed financial advisor with five years of industry experience. She currently works at Cetera in Saint Paul, MN, and has held positions at Avantax Investment Services and several Cetera affiliates since 2024. Outside of advising, she owns and operates ACEAGEN Photography, a wedding and personal photography business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.
Brandon E
Series 66
Saint Paul, MN
Cetera
Brandon Evens is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with firms including Wells Fargo and Thrivent Financial. Outside of finance, he operates Evens Drone Operations, a business active since 2020. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.
Jessica S
Series 66
St Paul, MN
Cetera
Jessica Sand Peterson is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Allianz Life Insurance Company of North America and Securian Financial Services Inc. Outside of her advisory role, she serves as a volunteer board member and treasurer for The Retrievers, an all-volunteer lost dog team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various program options and custodial arrangements.
Lynnly D
Series 66
Saint Paul, MN
Cetera
Lynnly Damm is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cetera Investment Advisers, LLC. She has previously worked at Securian Financial Services Inc and Minnesota Life Insurance Company. Outside of her advisory role, she is involved with GummiBaron Miniatures. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.
Katherine T
Series 66
St Paul, MN
Cetera
Katherine Terlinden is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at various Cetera entities since 2023 and previously spent over a decade with Securian Financial Services and Minnesota Life Insurance Company. Terlinden has also been involved with the Animal Humane Society of Minnesota. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers across a multi-manager platform.
Marilyn M
Series 66
St Paul, MN
Cetera
Marilyn Miles is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Cetera and its affiliated entities since 2023, following a 25-year tenure at Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large nationwide network of advisors and multiple program structures.
Joseph R
Series 66
Saint Paul, MN
Cetera
Joseph Rathmanner is a financial advisor with Cetera in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he spent five years with Ameriprise. Outside of his advisory work, he tutors math through an educational service called Mathnasium. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.
Nicholas J
Series 66
Saint Paul, MN
Cetera
Nicholas Jones is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. His work history includes roles at Cetera Wealth Services, Securian Financial Group, Rohloff Associates LLC, and the University of St Thomas. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
Jessica M
Series 66
St Paul, MN
Cetera
Jessica Madigan is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, following over two decades at Cri Securities, Inc. and Securian Financial Services. Madigan serves as an elected board member of Premier Resource Group, a nonprofit organization. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.
Jason P
Series 66
St Paul, MN
Cetera
Jason Perkins is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance, and Thrivent Financial. In addition to his advisory career, Perkins serves as an independent contractor and referee for the Minnesota State High School League, NCAA, and Minnesota Vikings. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party investment options.
John D
ChFC®, Series 66
St Paul, MN
Cetera
John Dahlberg is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at CRI Securities, Securian Financial Services, and Minnesota Life Insurance Company. Outside of financial advising, he works as an independent contractor realtor. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.
Courtney W
Series 66
Saint Paul, MN
Cetera
Courtney Wasowicz is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Securian Financial Services Inc and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.
Katie U
Series 66
St Paul, MN
Cetera
Katie Urbaniak is a financial advisor at Cetera with 21 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023. Her prior experience includes roles at CRI Securities, LLC and Securian Financial Services, Inc. Outside of her advisory work, she has served as an assistant coach for the Edina High School girls' golf team. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform allowing advisors to implement various investment strategies with discretionary and non-discretionary options.
Rosemary O
Series 66
Saint Paul, MN
Cetera
Rosemary O'Brien is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. She has worked with various Cetera entities since 2023 and previously was with Tax & Financial Group for four years. Her background also includes roles with nonprofit organizations such as Parentis Foundation/AmeriCorps and the Boys & Girls Club of Capistrano Valley. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Chelsea S
Series 63, Series 65
Saint Paul, MN
Cetera
Chelsea Spande is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2023, following nearly a decade at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform offering both discretionary and non-discretionary program options.
Douglass P
Series 66
St Paul, MN
Cetera
Douglass Paine is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple Cetera affiliates since 2023 and was previously self-employed as a real estate agent and broker for 11 years. He serves as secretary and board member of the River Hills Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets.
Colleen O
Series 66
St Paul, MN
Cetera
Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.
Jennifer W
Series 66
St Paul, MN
Cetera
Jennifer White is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters