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Christopher N

Series 66

Lakeville, MN

Edward Jones

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. 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 advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronald R

Series 63, Series 65

Hastings, MN

LPL Enterprise

Ronald Robinson is a financial advisor with LPL Enterprise based in Hastings, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nicholas S

Series 66

Savage, MN

J.P. Morgan Securities

Nicholas Starosta is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Gregory C

Series 63, Series 66

Hastings, MN

OSAIC

Gregory Collins is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has held leadership roles at Collins Wealth Management and Collins Financial Ltd and has been involved with various insurance companies as a sales agent. Collins manages client investments and provides advice related to life change events through his own firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a broad range of advisory services and employs asset-allocation tools and third-party platforms to construct tailored portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew G

CFP®, Series 66

Burnsville, MN

Ameriprise

Andrew Glaisner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he provides pro bono financial planning to cancer patients through the Angel Foundation, assisting them with financial decision-making and debt management. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert B

ChFC®, Series 63, Series 66

Lakeville, MN

LPL Financial

Robert Bayer is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 25 years of industry experience, including 16 years with LPL Financial. In addition to his advisory role, he provides fixed life insurance solutions such as long-term care, universal life, and disability insurance through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Rebecca D

Series 66

Lakeville, MN

Thrivent Investment Management

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 that covers a wide range of topics, while keeping planning and managed-account services distinct.

Business ownership considerations
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Corey H

Series 63, Series 65

Lakeville, MN

Thrivent Investment Management

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Business ownership considerations
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Timothy T

Series 63, Series 65

Hastings, MN

LPL Financial

Timothy Tousignant is a financial advisor with LPL Financial in Hastings, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a notary public in the state of Minnesota. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research.

College savings (529s, UTMA, etc.)
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Brian V

Series 66

Burnsville, MN

Thrivent Investment Management

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. 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, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Jason M

CFP®, ChFC®, Series 63

Savage, MN

Ameriprise

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael R

Series 66

Lakeville, MN

LPL Financial

Michael Rebischke is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

College savings (529s, UTMA, etc.)
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Jeremy M

Series 66

Eagan, MN

Thrivent Investment Management

Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.

Business ownership considerations
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Matthew K

CFP®, ChFC®, Series 66

Eagan, MN

LPL Financial

Matthew Kerber is a CFP® and ChFC® with 16 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2021, and has prior experience with Waddell and Reed, Inc. and various insurance carriers. Outside of advising, Kerber has been involved in managing child care and learning centers under the Next Steps Learning Center name. 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 advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from its internal and external partners.

College savings (529s, UTMA, etc.)
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Amanda L

Series 66

Apple Valley, MN

LPL Financial

Amanda Lamar is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has held roles at LPL Financial, RE/MAX Results, and White Ivy Events. She also worked at the University of Iowa and was self-employed in event planning prior to her financial services career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches along with research-driven model portfolios.

College savings (529s, UTMA, etc.)
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Xy J

Series 66

Hastings, MN

LPL Enterprise

Xy Johnson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory services, Johnson is involved in providing health insurance products, including Medicare and prescription coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrea D

Series 66

Lakeville, MN

Edward Jones

Andrea Dowzak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Edward Jones dating back to 2021, and has experience working with IGM Gymnastics and TAGS Gymnastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bruce H

CFP®, ChFC®, Series 63

Lakeville, MN

Ameriprise

Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad R

Series 63, Series 66

Hastings, MN

LPL Enterprise

Chad Rediske is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Prudential Insurance Company of America, Thrivent Financial, and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, third-party asset management, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark L

Series 66

Lakeville, MN

Thrivent Investment Management

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. 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 analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
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