Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michelle S
Series 66
Fargo, ND
LPL Financial
Michelle Swenson is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. She has previously worked at Wells Fargo Clearing and Raymond James Financial Services and is currently involved with Old National Bank and Old National Wealth Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.
David B
Series 63, Series 66
Fargo, ND
LPL Financial
David Berg is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Ameriprise Financial, Bremer Bank, Raymond James Financial, and Old National Bank. Outside of his advisory work, he is involved in a farmland crop share operation in Mapleton, ND. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.
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