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361 advisors near
58047
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Out of 400,000+ nationwide
Michael B
Series 63, Series 65
Fargo, ND
LPL Financial
Michael Bindas is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at ICA Group Wealth Management, Investment Centers of America, Securities America Advisors, and Howard Weil Incorporated. Bindas serves as a council member for the City of Oxbow, a nonprofit board role unrelated to investment activities. 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 a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.
Toby K
Series 66, Series 65, Series 63
Fargo, ND
Cetera
Toby Kommer is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. He is also CEO and owner of Haga Kommer Certified Public Accountants and Boss Advisors LLC, HK Law, where he manages day-to-day operations. Kommer serves as chairman of the board for Aspire Bank and has ownership interests in various companies, including insurance and consulting ventures. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.
Jennifer O
Series 66
Fargo, ND
Raymond James Financial
Jennifer Oakland is a Series 66-credentialed financial advisor with Raymond James Financial Services Advisors, Inc. in Fargo, ND. She has 22 years of industry experience and has been with Raymond James since 2015. In addition to her advisory role, she works as an associate providing support services to financial advisors at Collins and Krank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.
Reis I
Series 66
Fargo, ND
Edward Jones
Reis Irsfeld is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Unity Bank and State Farm and has a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 advisors.
Mathew R
Series 66
Fargo, ND
UBS Financial Services
Mathew Rustad is a financial advisor with UBS Financial Services in Fargo, ND, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in family estate-related partnerships formed for real estate holding and management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored plans based on proprietary research and model-based asset allocations.
Paul N
Series 63, Series 65
Fargo, ND
UBS Financial Services
Paul Nelson is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.
Kirk O
Series 63, Series 65
Fargo, ND
Wells Fargo Clearing
Kirk Ottenbacher is a financial advisor with Wells Fargo Clearing in Fargo, ND, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Eric C
Series 66
Fargo, ND
LPL Financial
Eric Carlson is a financial advisor with LPL Financial, holding a Series 66 license and five years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and CoBank ACB. Carlson is also involved with Northern Plains Financial, a business affiliated with his LPL work. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.
Gerald C
Series 63, Series 66
Fargo, ND
LPL Financial
Gerald Chapweske is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for over three decades before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Jane O
Series 66
Fargo, ND
Thrivent Investment Management
Jane Omdahl is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2019 and previously worked in the medical spa industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing assets directly for institutional clients.
James D
CFP®, Series 63, Series 65
Fargo, ND
Raymond James Financial
James Dunkel is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, Investment Centers of America, Inc., and First International Investments. Dunkel is also involved as an associate with Midwest Wealth, a support company related to his Raymond James office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.
Troy H
Series 63, Series 65
Fargo, ND
LPL Financial
Troy Hefta is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at Securities America Advisors, CL Wealth Management, Workman Securities Corporation, and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services supported by extensive resources and technology, overseeing over $819 billion in discretionary assets and a network of more than 22,800 advisors.
Mark J
Series 63, Series 65
Fargo, ND
Merrill
Mark Johnson is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1985, including 15 years concurrently with Bank of America. Outside of advisory work, he manages agricultural land leases and holds a fiduciary power of attorney role for a family member. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Theodore S
Series 63, Series 66
Fargo, ND
Thrivent Investment Management
Theodore Swiontek is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Thrivent and its affiliates since 2018 and previously worked at Food Services of America. Outside of his financial advisory role, he serves as chairperson of Clay County Pheasants Forever, focusing on habitat preservation and youth involvement in hunting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.
Paula S
Series 66
West Fargo, ND
LPL Financial
Paula Swanson is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles with Cetera and Bell Bank, where she also serves as a Vice President and Wealth Advisor. 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, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.
Susan T
Series 66
West Fargo, ND
Mass Mutual Investors Services
Susan Tallakson is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, The Mortgage Company, and Discovery Benefits. Outside of her advisory role, she is involved in real estate as an independent contractor, referring property buying and selling leads. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual, collaborative planning engagements using firm-approved software to analyze client goals and deliver written recommendations.
Mark C
Series 66
Fargo, ND
UBS Financial Services
Mark Cullen is a financial advisor at UBS Financial Services in Fargo, ND, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2017. Cullen is a 25% non-active owner of an apparel company founded by his wife but does not participate in its operations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services.
Bradley L
Series 66
Moorhead, MN
Edward Jones
Bradley Loween is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Wells Fargo Bank, Alerus Financial, and LPL Financial LLC/American Federal Bank. Bradley holds a 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 advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.
Andrew F
Series 66
Moorhead, MN
LPL Financial
Andrew Fischer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was associated with Gate City Bank starting in 2023. 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 portfolio programs, third-party asset management, and institutional platforms.
Hannah S
Series 66
Fargo, ND
LPL Financial
Hannah Sorensen is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2020. Her prior experience includes roles at Gate City Bank, Alerus, and Thrivent Financial for Lutherans. She serves on the investment committee at Gate City Bank, overseeing product companies for retail non-deposit investment products. LPL Financial is a national broker-dealer and registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning, portfolio management, and institutional solutions, supported by advanced operational and research tools.
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Finding advisors...
361 advisors near
58047
within the area shown on the map
Out of 400,000+ nationwide