Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Derek D
Series 63, Series 65
Bismarck, ND
LPL Financial
Derek Drege is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with Sunrise Holdings, a tax and investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Cole W
Series 66
Bismarck, ND
LPL Financial
Cole Winbauer is a financial advisor with LPL Financial in Bismarck, ND, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Cetera Wealth Services, Securian Financial Advisors of North Dakota, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Peggy W
Series 63, Series 65
Bismarck, ND
LPL Financial
Peggy Winbauer is a financial advisor with LPL Financial in Bismarck, ND, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior roles include positions at Raymond James Financial, Cetera, and Minnesota Life Insurance Company, along with operating her own investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Patrick O
Series 66
Bismarck, ND
LPL Financial
Patrick O'Neil is a Series 66-licensed financial advisor with LPL Financial, based in Bismarck, ND, and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Starion Bank and spent over a decade at Verge Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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