Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Jackson R

Series 66

Burnsville, MN

Thrivent Investment Management

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.

Business ownership considerations
user avatar
firm logo

Aaron F

CFP®, Series 63, Series 66

Eagan, MN

Ameriprise

Aaron Fritz is a CFP® professional at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fritz serves as Treasurer on the Boards of Directors for both the Eastview Hockey Association and Eastview Athletic Association Football. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Alexander G

Series 63, Series 66

Lakeville, MN

Ameriprise

Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Karl P

CFP®, Series 63

Shakopee, MN

Ameriprise

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers 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
user avatar
firm logo

Dale K

Series 66

Burnsville, MN

Thrivent Investment Management

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

Business ownership considerations
user avatar
firm logo

Dario B

Series 66

Burnsville, MN

Thrivent Investment Management

Dario Bilardello is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Minnesota for 13 years. 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 analyses and allows clients to combine planning with managed-account programs, while keeping these services separate.

Business ownership considerations
user avatar
firm logo

Grace T

Series 66

Farmington, MN

Ameriprise

Grace Thurin is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she held roles in education and senior care organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and collaboration between a centralized team and the client’s advisor.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Gena W

Series 66

Savage, MN

Edward Jones

Gena Wey is a Series 66 licensed financial advisor with Edward Jones in Savage, MN, bringing three years of industry experience. She previously worked at WolfNet Technologies and Forum Communications. In addition to her advisory role, she has performed administrative tasks as an assistant for a local CPA firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Stephen W

Series 66

Burnsville, MN

OSAIC

Stephen Williams is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2017 to 2025 and The Related Companies from 2016 to 2017. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and third-party platforms.

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

Ginger E

CFP®, Series 66

Rosemount, MN

Ameriprise

Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Kellee A

Series 63, Series 66

Lakeville, MN

Edward Jones

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Women Professionals
user avatar
firm logo

Adam E

Series 66

Lakeville, MN

Cambridge Investment Research Advisors

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Marc K

Series 63, Series 65

Apple Valley, MN

LPL Financial

Marc Kenville is a financial advisor with LPL Financial based in Apple Valley, MN, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Wings Financial Credit Union since 2014 and was previously with CUNA Brokerage Services, Inc. from 2014 to 2022. 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 other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and a broad set of financial services alongside its advisory platform.

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

Zachary E

Series 66

Eagan, MN

Edward Jones

Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kurt B

Series 66

Rosemount, MN

Cambridge Investment Research Advisors

Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Peter S

ChFC®, Series 63

Burnsville, MN

Mass Mutual Investors Services

Peter Schulte is a financial advisor with Mass Mutual Investors Services in Burnsville, MN, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, having worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 1983. Additionally, he has worked as a life and long-term care insurance agent since 2004. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Ryan L

Series 66

Apple Valley, MN

LPL Financial

Ryan Leum is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he has held positions at Wings Financial Credit Union and the Minnesota Vikings. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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

Christopher M

Series 63, Series 65

Savage, MN

LPL Financial

Christopher Mathwig is a financial advisor with LPL Financial in Savage, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance from 2009 to 2016 before joining LPL Financial in 2016. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

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

Joseph L

Series 66

Shakopee, MN

Ameriprise

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Gavin K

Series 63, Series 65

Burnsville, MN

Thrivent Investment Management

Gavin Kroener is a financial advisor at Thrivent Investment Management based in Burnsville, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Jamba Juice and was involved with the U.S. Soccer Federation Referee Program. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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”)