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Rex R
Series 66
Northfield, MN
Ameriprise
Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Kit L
Series 63, Series 65
Apple Valley, MN
LPL Financial
Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Leary has worked at LPL Financial since 2017 and previously at Nationwide Securities LLC. Outside of advisory work, Leary serves as an active trustee of the Leary Family Investment Trust and is an associate agent with Covenant Insurance Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, supported by proprietary and third-party research and technology.
Ann M
Series 66
Cannon Falls, MN
Edward Jones
Ann Meyers is a financial advisor with Edward Jones in Cannon Falls, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones, she worked at the United States Postal Service and was involved with Cannon Falls Ambulance. Outside of her advisory role, she owns and manages two small businesses offering welding, snow removal, and property rental services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of advisors and branch offices.
Albin L
Series 65
Northfield, MN
Cambridge Investment Research Advisors
Albin Linder is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and 53 years of industry experience. He previously worked at Securities America Advisors and Voya Financial Advisors and has operated the Linder Agency, an independent insurance agency, since 1981. Outside of advisory work, he owns a retail store and continues to manage his independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.
Paul B
Series 66
Lakeville, MN
Thrivent Investment Management
Paul Bayer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
Christopher P
CFP®, Series 66
Burnsville, MN
Edward Jones
Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Josie R
Series 66
Hastings, MN
Ameriprise
Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.
Joshua M
Series 66
Lakeville, MN
Thrivent Investment Management
Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.
Jessica I
Series 66
Northfield, MN
Edward Jones
Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Christopher K
Series 66
Apple Valley, MN
Edward Jones
Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.
Diane W
Series 63, Series 65
Lakeville, MN
Cambridge Investment Research Advisors
Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.
James B
Series 63, Series 66
Hastings, MN
OSAIC
James Biermaier Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and First Allied Advisory Services. Outside of advising, he is involved in operating a coffee and wine bar in Hastings, MN, alongside his wife, and serves as president of the homeowners association at his vacation community. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to craft portfolios that may include a wide range of securities managed on discretionary or non-discretionary terms.
Steven G
CFP®, Series 63, Series 66
Farmington, MN
Ameriprise
Steven Gehrke is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Farmington, MN. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Theta Chi Housing Corporation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.
Maria R
Series 66
Eagan, MN
Edward Jones
Maria Rohde is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Experience Wellness Chiropractic and six years at PF Chang's China Bistro. 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 approximately 23,701 financial advisors.
William R
CFP®, Series 66
Lakeville, MN
Cetera
William Regenscheid is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held advisory roles at several firms including AdvisorNet Wealth Partners and Trustone Financial Credit Union. Outside of his advisory work, he is also a notary public and holds a power of attorney role for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party investment strategies across various program structures.
Keenan D
Series 66
Apple Valley, MN
Thrivent Investment Management
Keenan Devine is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the University of St. Thomas and Aero Assemblies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that covers retirement, tax, estate, and other areas. The firm allows clients to combine planning with managed-account programs while keeping services separate and does not accept discretionary trading authority for its planning offerings.
Thomas B
Series 66
Eagan, MN
LPL Financial
Thomas Brand is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Advisors and Waddell & Reed. Outside of his advisory work, Brand owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Jared W
CFP®, Series 66
Cannon Falls, MN
OSAIC
Jared Woodward is a financial advisor with OSAIC, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has worked at several firms including Royal Alliance Associates, Signator Investors, and Advanced Financial Consultants. In addition to his advisory role, Woodward is involved with Keith Meyers Inc. as an insurance agent and investment advisor representative. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.
Alexander N
CFP®, Series 66
Eagan, MN
Edward Jones
Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.
Robert B
Series 63, Series 65
Lakeville, MN
Wells Fargo Clearing
Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.
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