Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stephanie M
Series 66
Melrose, MN
LPL Financial
Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes a decade at Cuna Brokerage Services, Inc., and over 20 years with Central Minnesota Credit Union. Outside of her advisory work, she is a co-owner of a farm business, Cedarwood Ridge LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.
Rachel K
Series 66
Melrose, MN
LPL Financial
Rachel Kulzer is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and seven years of industry experience. She previously worked at CUNA Brokerage Services, Inc. and Central Minnesota Credit Union. Outside of her advisory role, she owns a home-based business called Flint, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
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