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361 advisors near
58047
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Out of 400,000+ nationwide
Anthony M
Series 66
Moorhead, MN
Edward Jones
Anthony Mc Aleer is a financial advisor at Edward Jones in Moorhead, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Heat Transfer Warehouse from 2010 to 2023. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Earl J
Series 63, Series 66
Fargo, ND
Edward Jones
Earl Jarolimek is a financial advisor with Edward Jones in Fargo, ND, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc. and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with more than $1 trillion in assets under management and a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott N
Series 66
Fargo, ND
Wells Fargo Advisors
Scott Nordhougen is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. He has ownership interests in investment-related businesses in Fargo, including OneWealth LLC and ATM Legacy Financial LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and tailored recommendations supported by Wells Fargo research and tools.
Chad Q
Series 66
Fargo, ND
Wells Fargo Advisors
Chad Quamme is a financial advisor at Wells Fargo Advisors based in Fargo, ND, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Dougherty & Company LLC and Wells Fargo Clearing. He has ownership interests in investment-related businesses including ONE WEALTH LLC and Q CAPITAL LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs. The firm utilizes Wells Fargo research and tools to develop tailored recommendations, delivering these through meetings and client summaries, with optional implementation through multiple advisory and brokerage programs.
Melinda J
Series 66
West Fargo, ND
Edward Jones
Melinda Jury is a financial advisor with Edward Jones in West Fargo, ND, holding a Series 66 designation. She has been with Edward Jones since 2022 and has a total of four years of industry experience. Prior to joining Edward Jones, she worked at Hornbacher's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Lawrence W
Series 63, Series 65
Fargo, ND
Wells Fargo Advisors
Lawrence Wittman is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with planning engagements typically conducted on a discrete basis.
Laura P
CFP®, ChFC®, Series 63, Series 65
Moorhead, MN
Cetera
Laura Penner is a CFP® and ChFC® with 28 years of industry experience. She is currently with Cetera and has been affiliated with the firm and its related entities since 2017. She also works as an insurance agent selling life, health, and disability insurance. Cetera Investment Advisers LLC serves a broad client base, including individual investors, employer-sponsored retirement plans, and institutional accounts, offering a wide range of portfolio management and financial planning services through a large network of independent advisors.
Kathleen F
Series 63, Series 65
West Fargo, ND
Primerica Advisors
Kathleen Fischer is a financial advisor with Primerica Advisors in Horace, ND, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002. In addition to advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure.
Michael B
Series 66
Moorhead, MN
LPL Financial
Michael Bale is a financial advisor with LPL Financial in Moorhead, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at LPL Financial and Bell Bank since 2019, with prior experience in various positions including client service and notary duties at Bell Bank. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.
Jackson L
Series 66
West Fargo, ND
Edward Jones
Jackson Lemnus is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and has prior experience in renewable energy and agricultural consulting firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large retail advisor and branch network.
Bryce I
CFP®, Series 66
Fargo, ND
Edward Jones
Bryce Irsfeld is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Fargo, ND. His prior experience includes roles at Scheels and COUNTRY Financial, as well as positions in education and community services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Kristopher S
Series 66
Fargo, ND
Cetera
Kristopher Smith is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2022, with prior tenure at First Financial Equity Corporation. Smith is also the owner of KSCL LLC, an LLC established for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services delivered through a large network of independent advisors.
Shad C
Series 63, Series 66
Fargo, ND
Thrivent Investment Management
Shad Connor is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advising, he serves as president of Avid Properties LLC, overseeing decisions related to an office building he acquired. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a broad range of topics and integrates planning with managed-account programs, while maintaining separate service structures and not accepting discretionary trading authority for the Dedicated Planning Service.
Anthony P
Series 63, Series 66
Fargo, ND
Cetera
Anthony Paper is a financial advisor with Cetera in Fargo, ND, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated two investment-related businesses since 2006 and 2008. Outside of financial services, he serves as a sports official for basketball and football games in the Fargo area. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various third-party investment managers through multiple program structures.
Paul A
Series 66
Fargo, ND
Thrivent Investment Management
Paul Aslakson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fargo, ND. He has 21 years of industry experience, including 14 years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, estate, and special needs planning, while keeping planning services separate from managed accounts.
Brandon A
Series 66
Fargo, ND
LPL Financial
Brandon Askew is a financial advisor with LPL Financial based in Fargo, ND, holding a Series 66 designation and seven years of industry experience. He currently works with ICA Group Wealth Management, LLC, an independent registered investment advisor, and has experience with Choice Financial and self-employment prior to his current roles. Outside of his advisory duties, he is involved in managing several business entities including Halstenson & Askew Investments. 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 through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Ryan C
Series 66
Fargo, ND
LPL Financial
Ryan Crane is a Series 66-licensed financial advisor with LPL Financial, based in Fargo, ND. He has four years of industry experience, including prior roles at Gate City Bank and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Lacey R
Series 66
Moorhead, MN
Edward Jones
Lacey Romie is a Series 66-licensed financial advisor with Edward Jones, based in Moorhead, MN, and has 11 years of industry experience. She has been with Edward Jones since 2014 and also serves in the Minnesota Army National Guard. In addition to her financial advisory role, she has worked at Best Buy since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.
Peter H
Series 66
Fargo, ND
Morgan Stanley
Peter Hovey is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 license and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as CitiGroup Global Markets Inc since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm employs a structured planning process and utilizes established investment modeling tools to support client outcomes.
Corey S
Series 63, Series 66
Fargo, ND
Thrivent Investment Management
Corey Schille is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Friendship Inc from 2016 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.
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Finding advisors...
361 advisors near
58047
within the area shown on the map
Out of 400,000+ nationwide