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Peter W

Series 66

Minneapolis, MN

Equitable Advisors

Peter Ward is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions in collegiate athletics and environmental studies at Macalester College, as well as public service with the City of Coon Rapids and the Hernando County Public Defender's Office. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through its network of Investment Adviser Representatives. The firm employs a range of investment models and fiduciary services, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Chad S

Series 66

Minneapolis, MN

Equitable Advisors

Chad Stranlund is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns and manages a property management business operating under The Bailey Group. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Charles W

Series 66

Minneapolis, MN

Equitable Advisors

Charles Wiestling is a financial advisor at Equitable Advisors in Minneapolis, MN, with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2025. Prior to his advisory role, he was employed in various positions including at Fat Lorenzo's and educational institutions such as Washburn High School and the University of Minnesota–Twin Cities. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a model that matches clients to investment programs or discretionary managers, leveraging third-party asset managers and advisory platforms while offering ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mason L

Series 66

Minneapolis, MN

Equitable Advisors

Mason Love is a financial advisor at Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Mason worked in various roles including positions at The Spud Jr and Vaaler Insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Andrew L

Series 66

Minneapolis, MN

Equitable Advisors

Andrew Lapham is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and having one year of industry experience. Prior to joining Equitable Advisors, he worked at several organizations including Bonita National Golf & Country Club and Metropolitan State University College of Management. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party advisory models and proprietary tools without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Paul R

Series 66

Minneapolis, MN

Equitable Advisors

Paul Remus is a Series 66 licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2003. He has 22 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mason K

Series 66

Minneapolis, MN

Equitable Advisors

Mason Kniskern is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Inc. and Rosselot Financial Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement many of its investment models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael S

Series 63, Series 66

Minneapolis, MN

Equitable Advisors

Michael Stenach is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Equitable Advisors since 2013, as well as previous experience with Axa Advisors, LLC and Foresters Advisory Services, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory models and focusing on matching clients to suitable investment solutions based on their risk tolerance and financial objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nicholas P

Series 63, Series 65

Minneapolis, MN

Equitable Advisors

Nicholas Palzer is a financial advisor at Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of advising, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and offers a range of investment products without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he is involved with the Minnesota Sports Media Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Bryant L

Series 66

Minneapolis, MN

Equitable Advisors

Bryant Lundahl is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Equitable Advisors since 2011. Prior to the rebranding of Axa Advisors, he served at that firm from 2011 to 2020. Outside of his advisory role, he acts as successor power of attorney for his parents. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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