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Ronald B
Series 63
Plymouth, MN
Private Advisor Group, LLC
Ronald Bickford is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial Corporation since 2009 and previously spent 12 years with Investors Financial Group, LLC. In addition to his advisory role, he sells fixed annuity and long-term care insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary services and uses a fiduciary-based model that incorporates a range of investment strategies often implemented through third-party managers and technology platforms.
Elizabeth D
Series 63, Series 66
Plymouth, MN
Private Advisor Group, LLC
Elizabeth Dehn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Private Advisor Group since 2022 and previously held roles at Investors Financial Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.
Tyler C
Series 63, Series 65
Plymouth, MN
Private Advisor Group, LLC
Tyler Christenson is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Investors Financial Group, LLC, and LPL Financial. Christenson provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms while utilizing third-party managers and wrap programs.
James C
Series 63
Plymouth, MN
Private Advisor Group, LLC
James Chapple is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions, including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.
Lucas A
Series 63, Series 66
Plymouth, MN
Private Advisor Group, LLC
Lucas Anderson is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Investors Financial Group, and Ameriprise Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with a range of investment strategies and third-party managers.
Eric N
Series 63
Plymouth, MN
Private Advisor Group, LLC
Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Investors Financial Group, LPL Financial, and Ameriprise. Norman provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model and a variety of managed account solutions, including proprietary and third-party strategies.
Timothy G
Series 63
Plymouth, MN
Private Advisor Group, LLC
Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Investors Financial Group, LLC and LPL Financial, LLC. He provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.
Patrick S
Series 63
Plymouth, MN
Private Advisor Group, LLC
Patrick Stenson is a financial advisor at Private Advisor Group, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Outside of advisory services, he is involved in the sales and service of fixed annuities, term life, long-term care, and disability insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model and utilizes a range of strategies and technology platforms, often implementing advice through third-party managers and wrap programs.
Connor G
Series 66
Plymouth, MN
Private Advisor Group, LLC
Connor Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. His prior firms include LPL Financial LLC, Investors Financial Group, LLC, and Ameriprise Financial Services, Inc. Before his financial services career, Gaarder worked in various roles including positions with professional hockey teams. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to proprietary and third-party managed account solutions and employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms.
Jeffrey D
CFP®, Series 63, Series 65
Plymouth, MN
Private Advisor Group, LLC
Jeffrey Doom is a CFP® professional with 26 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Investors Financial Group, and Merrill. Outside of his advisory work, he is involved in managing a family partnership that owns farmland in Minnesota. Private Advisor Group, LLC serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes various investment strategies, and offers proprietary and third-party managed account solutions.
Thomas M
Series 63, Series 65
Plymouth, MN
Private Advisor Group, LLC
Thomas Miller is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial Group and Waddell & Reed. Miller provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies and technology platforms.
Michael V
CFP®, Series 63, Series 65
Plymouth, MN
Private Advisor Group, LLC
Michael Vitale is a CFP® with 35 years of industry experience, currently serving at Private Advisor Group, LLC since 2022. He has previously worked at Investors Financial Group and LPL Financial Corporation, where he held positions for 11 and 17 years respectively. Vitale also operates a non-variable insurance business specializing in long-term care, disability, term life insurance, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model, employing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.
Michael T
Series 66
Plymouth, MN
Private Advisor Group, LLC
Michael Tervo is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked with LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and turnkey asset management programs.
Richard B
Series 63, Series 65, Series 66
Plymouth, MN
Private Advisor Group, LLC
Richard Berquist is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His career includes prior roles at LPL Financial, Investors Financial Group, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with the use of third-party managers and technology platforms to implement diverse investment strategies.
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