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Kamanda B

Series 63, Series 65

Maple Grove, MN

Ameriprise

Kamanda Ndama is a financial advisor with Ameriprise in New Prague, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, Ndama worked at US Bank from 2016 to 2018. Outside of advisory work, Ndama is involved with PASJ LLC as a registered team member managing an advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm also delivers 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
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Joshua M

CFP®, Series 66

Coon Rapids, MN

Ameriprise

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Grant F

Series 63

Maple Grove, MN

LPL Financial

Grant Fossum is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera and Voya Financial Advisors. Outside of his advisory role, Fossum serves as the Director of Basketball Operations at Maranatha Christian Academy, coaching middle and high school students and managing related program activities. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

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

Series 66

Coon Rapids, MN

Wells Fargo Clearing

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory work, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, and is a distributor for Young Living Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Taryn Z

Series 63, Series 65

North Maple Grove, MN

UBS Financial Services

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at UBS since 2018 and previously spent two years with Wells Fargo Clearing. 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 financial planning and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eric R

Series 63, Series 66

Coon Rapids, MN

Wells Fargo Clearing

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. He has been with Wells Fargo Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Julie P

Series 66

Otsego, MN

Edward Jones

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Andrew M

Series 63, Series 66

Otsego, MN

LPL Financial

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory roles, he is also employed as a financial advisor with Pinnacle Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Ronald A

Series 63

Maple Grove, MN

Cetera

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy S

CFP®, Series 66

Big Lake, MN

Edward Jones

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. 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 supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

St. Michael, MN

Ameriprise

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amanda J

Series 63, Series 65

Corcoran, MN

Fidelity

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance
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Justin P

CFP®, Series 65, Series 66

Ham Lake, MN

Cetera

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark N

Series 63, Series 65

Maple Grove, MN

LPL Financial

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has also served on parent advisory boards and was involved with Moldboard Farms for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and technology-driven portfolio management solutions.

College savings (529s, UTMA, etc.)
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Mike S

Series 66

Albertville, MN

OSAIC

Mike Senechal is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America Advisors and Securian Financial Advisors. In addition to his advisory role, Senechal serves as a trust officer and is involved with Bravera Wealth Planning + Investing. OSAIC serves a diverse client base ranging from individual investors to institutions, offering a range of integrated brokerage and advisory services supported by multiple platforms and third-party solutions. The firm employs various portfolio construction tools and manages accounts on discretionary and non-discretionary bases.

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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Anthony G

Series 63

Maple Grove, MN

Mass Mutual Investors Services

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

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

Series 63, Series 65

Elk River, MN

Cetera

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel K

Series 63

Maple Grove, MN

Primerica Advisors

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jerron M

Series 63, Series 65

Otsego, MN

Thrivent Investment Management

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. 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 financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Business ownership considerations
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Sirius H

Series 66

Maple Grove, MN

Cetera

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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