Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Marsha S

Series 66

Park Rapids, MN

LPL Financial

Marsha Smith is a Series 66-licensed financial advisor with LPL Financial, based in Park Rapids, MN, and has 10 years of industry experience. She previously worked at Investment Centers of America from 2013 to 2017 and has served as an administrative assistant at Citizens National Bank. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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
user avatar
firm logo

Brian B

Series 66

Park Rapids, MN

LPL Financial

Brian Behrens is a financial advisor with LPL Financial in Park Rapids, MN. He holds a Series 66 designation and has 21 years of industry experience, including roles at Prudential Insurance Company and Thrivent Financial for Lutherans. Behrens serves as a board member of the Itasca Mantrap Electric Co-Op and is a township supervisor for Lake Emma Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing multiple investment strategies and emphasizes both advisory platforms and non-advisory financial services.

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

John M

CFP®, Series 63, Series 66

Park Rapids, MN

LPL Financial

John Martin is a CFP® professional with 21 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. and Fintegra, LLC. Outside his advisory work, he is involved with ICAG Insurance Agency, providing non-variable insurance services. 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 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
user avatar
firm logo

Monica H

Series 66

Park Rapids, MN

LPL Financial

Monica Harsha is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes positions at Citizens National Bank, the University of Minnesota Hubbard County Extension Office, and entrepreneurial work with We Sell Your Stuff, Inc. 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, supported by 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
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)