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Randy E

Series 66

Fargo, ND

LPL Financial

Randy Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers for W & R Insurance Agencies, and ownership of Ultimate Storage. Outside of advising, he is involved with Ultimate Storage, a garage and storage cabinet business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Parker V

Series 66

Fargo, ND

LPL Financial

Parker Vander Wal is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 23 years of industry experience. His background includes roles at GoalQuest Ventures, LLC, Waddell & Reed, Inc., and various insurance agencies. Vander Wal serves as a city council member for Argusville, ND. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jena K

Series 66

Fargo, ND

LPL Financial

Jena Kvislen is a financial advisor with LPL Financial based in Fargo, ND. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she was involved with GoalQuest Ventures, LLC for five years. Kvislen is also a commissioned notary in the state of North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph L

Series 66

Fargo, ND

LPL Financial

Joseph Larson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Goalquest Ventures LLC and held roles related to insurance and financial services. He serves as a trustee for Help and Caring Ministry Trust and has a background involving involvement with the Lionheart Soccer Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Troy C

Series 66

Fargo, ND

LPL Financial

Troy Cody is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial and GoalQuest Financial Group in 2025, he worked for 18 years with Fargo Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, combining scale and diverse financial activities with advisory support from a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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