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

Heikki R

Series 63, Series 66

White Bear Lake, MN

LPL Financial

Heikki Rouvinen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 15 years with Deco Catering and Green Mill Restaurants. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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

Dale C

Series 63

White Bear Lake, MN

LPL Financial

Dale Carlson is a financial advisor with LPL Financial who holds the Series 63 designation and has 32 years of industry experience. He previously worked at Investment Centers of America, Inc. and Lake Area Bank. Carlson also operates insurance agencies offering life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

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

Bethany H

Series 66

White Bear Lake, MN

LPL Financial

Bethany Hennen is a financial advisor with LPL Financial based in White Bear Lake, MN. She holds a Series 66 designation and has been with LPL Financial since 2021. Outside of her advisory role, she is the owner and manager of North Oaks Cleaning LLC and is a commissioned notary. 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

Mark M

CFP®, Series 63, Series 65

White Bear Lake, MN

LPL Financial

Mark Miller is a CFP® with 43 years of industry experience, currently serving at LPL Financial since 2010. His background includes business activities such as facilitating legal document establishment through North Oaks Legal Services and occasional motivational speaking at churches, colleges, and businesses. He is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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

Timothy H

Series 66

White Bear Lake, MN

LPL Financial

Timothy Hennen is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at nVent, Open Access International Technology, and Border States Electric. Outside of his advisory role, he owns and operates an e-commerce website called Champion E-Comm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

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

Bjorn M

CFP®, Series 63, Series 65

White Bear Lake, MN

LPL Financial

Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

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

Paul H

Series 63, Series 65

White Bear Lake, MN

LPL Financial

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and maintains ownership in Financial Consulting Services, Inc. since 2012. His prior experience includes roles at Harbour Investments and National Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various strategies, including proprietary model portfolios and third-party management.

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”)