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Peter W
Series 66
Minneapolis, MN
Equitable Advisors
Peter Ward is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of industry experience and previously held roles in collegiate athletics and environmental studies departments, as well as positions with public sector and retail organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable entities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm uses a delivery model that emphasizes LPL-sponsored programs and endorsed turnkey asset management platforms, managing a substantial portion of assets on a non-discretionary basis.
Chad S
Series 66
Minneapolis, MN
Equitable Advisors
Chad Stranlund is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he is involved in property management through his business, The Bailey Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.
Charles W
Series 66
Minneapolis, MN
Equitable Advisors
Charles Wiestling is a financial advisor at Equitable Advisors based in Minneapolis, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Equitable Advisors, he attended the University of Minnesota–Twin Cities and worked in the food service industry at Fat Lorenzo's. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage services.
Andrew L
Series 66
Minneapolis, MN
Equitable Advisors
Andrew Lapham is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2025. His prior experience includes roles outside the financial industry, such as positions at Bonita National Golf & Country Club and Metropolitan State University College of Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
Paul R
Series 66
Minneapolis, MN
Equitable Advisors
Paul Remus is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its prior affiliation as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.
Mason K
Series 66
Minneapolis, MN
Equitable Advisors
Mason Kniskern is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and Rosselot Financial Group, as well as positions outside finance such as at Deadlow Brewery and Barefoot Archery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage channels to meet client needs.
Michael S
Series 63, Series 66
Minneapolis, MN
Equitable Advisors
Michael Stenach is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.
Nicholas P
Series 63, Series 65
Minneapolis, MN
Equitable Advisors
Nicholas Palzer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk profiles.
Todd W
Series 66
Minneapolis, MN
Equitable Advisors
Todd Watts is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved with the Minnesota Sports Media Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
Bryant L
Series 66
Minneapolis, MN
Equitable Advisors
Bryant Lundahl is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a successor power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.
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