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Ryan L

Series 66

St Louis Park, MN

Edward Jones

Ryan Livingston is a financial advisor with Edward Jones in Wayzata, MN. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he spent ten years at the University of Minnesota. 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 discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nicholas M

Series 66

St Louis Park, MN

Edward Jones

Nicholas Maiers is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is a partner in ShortSide LLC, a retail business that partners with local hockey associations for fundraising through hockey tape and apparel sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey D

CFP®, Series 66

St Louis Park, MN

Edward Jones

Jeffrey Doughty is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to this, he worked at Presbyterian Homes and Services for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Devon R

CFP®, Series 66

St Louis Park, MN

Edward Jones

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Paul B

CFP®, Series 66

St Louis Park, MN

Edward Jones

Paul Bryan is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2014 and is also involved with LessHay.com and Bluewater/Gogiro. Outside of his advisory role, he serves as a board member of Patriot Docks LLC, a manufacturing and importing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Executive
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Seth S

CFP®, Series 66

St Louis Park, MN

Edward Jones

Seth Schuett is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and works out of Golden Valley, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive
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