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369 advisors near
55044
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Jack G
Series 63, Series 65, Series 66
Lakeville, MN
Edward Jones
Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.
Emily M
Series 66
Burnsville, MN
Thrivent Investment Management
Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.
Daniel F
Series 63, Series 65
Prior Lake, MN
OSAIC
Daniel Fouberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is involved as the statutory agent for a corporation that transacts life insurance and fixed annuity sales and serves as a general partner in a family partnership. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, using asset-allocation tools and automated rebalancing to manage portfolios that may include a range of investment types.
Royal J
CFP®, Series 63
Lakeville, MN
Ameriprise
Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.
Barry M
CFP®, Series 66
Burnsville, MN
OSAIC
Barry Minsker is a CFP® professional with 25 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Securities America Advisors, LPL Financial, and SII Investments, Inc. Outside of his advisory role, Minsker has been involved with the Eagan Traveling Basketball Association and the Eagan Foundation for nearly two decades. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
Mark B
CFP®, Series 63
Burnsville, MN
LPL Financial
Mark Booth is a CFP® with 17 years of industry experience, currently with LPL Financial since 2019. He previously worked with Mass Mutual Investors Services and Massmutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Benjamin L
Series 66
Apple Valley, MN
LPL Financial
Benjamin Lamar is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he held roles at Trafera LLC and Shane Co. among other positions. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.
Zoya N
Series 66
Lakeville, MN
Edward Jones
Zoya Nomani is a financial advisor at Edward Jones in Lakeville, MN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Ameriprise Financial and various positions outside the financial sector, including freelancing in design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Amy M
Series 66
Eagan, MN
Thrivent Investment Management
Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Damien C
Series 63
Lakeville, MN
LPL Financial
Damien Cannaday is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. His prior roles include work with Principal Life Insurance Company and Principal Securities, Inc., as well as operating his own firms, Cannaday Wealth Management and Cannaday Bloom Wealth and Insurance Solutions. Outside of his advisory work, he coaches his children in various sports and is a partner in an LLC that owns hunting land. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.
James B
Series 63, Series 65
Burnsville, MN
OSAIC
James Ball is a financial advisor at Osaic with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and SII Investments, Inc. Ball is a member of the Burnsville Rotary, where he participates in fundraising to support charitable events. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.
Michael F
Series 66
Eagan, MN
Ameriprise
Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.
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.
Alexa W
Series 63, Series 65
Prior Lake, MN
Fidelity
Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.
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.
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.
Alexander V
Series 66
Prior Lake, MN
LPL Financial
Alexander Vandyke is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007. Outside of his advisory role, he spends a portion of his time involved in non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to diversified model portfolios and research.
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.
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.
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.
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Finding advisors...
369 advisors near
55044
within the area shown on the map
Out of 400,000+ nationwide