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

Lauren B

Series 66

Minneapolis, MN

Focus Financial

Lauren Brauer is a financial advisor at Focus Financial with four years of industry experience. She holds a Series 66 designation and has worked previously at firms including Royal Alliance Associates, Northwestern Mutual, and State Farm. Outside of her advisory role, Brauer coaches youth volleyball with the MN Select Volleyball Club. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice, managed account services, and retirement plan consulting, emphasizing coordination with other professionals for estate and tax planning.

Executive Founder/Business Owner
user avatar
firm logo

Bennett L

Series 66

Minneapolis, MN

Focus Financial

Bennett Lang is a financial advisor with Focus Financial who holds a Series 66 designation and has 11 years of industry experience. He has been with Focus Financial since 2015 and is also affiliated with OSAIC. Outside of his advisory role, Lang provides notary services as needed. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of managed account solutions, retirement plan consulting, and financial planning services, utilizing individualized investor profiles and a variety of investment strategies.

Executive Founder/Business Owner
user avatar
firm logo

John B

Series 65

Minneapolis, MN

BlueSpring Wealth Management, LLC

John Bina is a financial advisor at BlueSpring Wealth Management, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment policy process supported by its proprietary Sojourn™ application and provides specialized strategies such as custom option overlays and hedging for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Joseph G

CFP®, ChFC®, Series 66

Minneapolis, MN

BlueSpring Wealth Management, LLC

Joseph Grochowski is a CFP® and ChFC® with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has prior experience at Kestra Financial Inc., Vector Wealth Management, LLC, SNS Financial Group, and Purshe Kaplan Sterling Investments. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including custom option overlays and hedging.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Matthew S

Series 63, Series 65

Minneapolis, MN

Focus Financial

Matthew Svendsen is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has worked at Focus Financial Network since 2019, with prior experience at Wells Fargo Clearing. Outside of his advisory role, Svendsen is a partner in an entertainment LLC where he performs and books band shows. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment management, financial planning, and retirement consulting services. The firm emphasizes coordination with other professionals for estate and tax planning, providing both discretionary and non-discretionary management along with third-party manager options.

Executive Founder/Business Owner
user avatar
firm logo

Jacob K

Series 66

Minneapolis, MN

Focus Financial

Jacob Kruziki is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and in non-financial roles including chiropractic support and retail management. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar
firm logo

Rae H

Series 66

Minneapolis, MN

Focus Financial

Rae Heitkamp is a financial advisor at Focus Financial with a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic in 2024, Rae worked at FJORGE and Greenspring Media, among other roles. Rae also serves as a practice manager within the firm, handling trade placement, fund transfers, and required minimum distributions. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar
firm logo

Matthew E

Series 66

Arden Hills, MN

Gradient Securities, LLC

Matthew Engstrom is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Bank of America, and Merrill. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Eric D

ChFC®, Series 63, Series 65

Arden Hills, MN

Gradient Securities, LLC

Eric Dirkes is a financial advisor at Gradient Securities, LLC in Arden Hills, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at Farmers Financial Solutions, Fraser, Meridian, and RIVERSOURCE DISTRIBUTORS INC. Gradient Securities, LLC provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and businesses. The firm operates primarily under a non‑discretionary model, combining fundamental, technical, and cyclical analysis, and often works with third‑party managers while maintaining detailed disclosures regarding its revenue-sharing and incentive arrangements.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Nicole A

Series 65

Arden Hills, MN

Gradient Investments, LLC

Nicole Alexander is a financial advisor at Gradient Investments, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with Gradient Investments since 2009. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis using mutual funds, ETFs, individual equities, and other investment vehicles.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Michael N

CFP®, Series 66

Minneapolis, MN

BlueSpring Wealth Management, LLC

Michael Nesheim is a CFP® certificant with 22 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has held prior roles at Kestra Financial Inc., Vector Wealth Management, SNS Financial Group, Ballast Advisors, and Ameriprise Financial. Nesheim is a managing member of Wayzata Advisors LLC, an entity that manages office lease and operating expenses. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans, providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s customized investment process incorporates mutual funds, ETFs, individual securities, derivatives, and independent managers, and includes specialized strategies such as option overlays and hedging for concentrated positions.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

James T

Series 63

Stillwater, MN

Dakota Wealth, LLC

James Tonrey is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds a Series 63 designation and previously worked at Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis, serving a broad range of clients including registered investment companies.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

John H

CFP®, Series 66

Roseville, MN

Kingsview Wealth Management, LLC

John Hanselman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Kingsview Wealth Management, LLC and has previously worked at Wells Fargo Clearing, Woodbury Financial Services, and Morgan Stanley Dw Inc. Outside of financial advisory work, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Maxwell G

Series 66

Minneapolis, MN

Focus Financial

Maxwell Gierke is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously worked at Osaic Wealth and has served in the US Army Reserves since 2015, where he holds leadership roles overseeing transportation operations and training exercises. Maxwell also serves as a notary public, providing document notarization for clients as needed. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporations, offering a range of managed accounts and financial planning services supported by economic, fundamental, and technical analysis.

Executive Founder/Business Owner
user avatar
firm logo

Caitlin E

Series 66

Minneapolis, MN

Focus Financial

Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement consulting, and financial planning services.

Executive Founder/Business Owner
user avatar
firm logo

Jackson A

Series 66

Minneapolis, MN

Focus Financial

Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.

Executive Founder/Business Owner
user avatar
firm logo

Jacob R

Series 65

Minneapolis, MN

BlueSpring Wealth Management, LLC

Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Suzanna C

Series 66

Minneapolis, MN

Focus Financial

Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.

Executive Founder/Business Owner
user avatar
firm logo

Abbey R

Series 65

Arden Hills, MN

Gradient Investments, LLC

Abbey Recser is a financial advisor at Gradient Investments, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Private / alternative investments Tax-loss harvesting Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Suzanne K

Series 63, Series 65

Minneapolis, MN

BlueSpring Wealth Management, LLC

Suzanne Klapperich is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kestra Financial Inc. and SNS Financial Group, LLC. Outside of her advisory role, she is involved in administrative duties supporting advisors at AdvisorNet Insurance, focusing on life, health, disability, and annuity products. Vector Wealth Management serves individuals, business owners, trusts, estates, and retirement plans by providing investment management, financial planning, and consulting services. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies including option overlays and ERISA fiduciary services for institutional clients.

Concentrated stock management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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”)