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361 advisors near
58047
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Out of 400,000+ nationwide
Jena K
Series 66
Fargo, ND
LPL Financial
Jena Kvislen is a financial advisor with LPL Financial based in Fargo, ND. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she was involved with GoalQuest Ventures, LLC for five years. Kvislen is also a commissioned notary in the state of North Dakota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Tyler H
Series 66
Fargo, ND
Raymond James Financial
Tyler Honrud is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and Bell Bank. Outside of his advisory role, Honrud is the owner of Honrud Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports advisory programs with a focus on technology and risk management.
Grant G
Series 66
Fargo, ND
Edward Jones
Grant Geffre is a financial advisor at Edward Jones in Fargo, ND, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, his work background includes positions in various service and retail roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets and supported by a large nationwide network of financial advisors and branch offices.
Mathew H
Series 66
Fargo, ND
Cetera
Mathew Hermanson is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked at Avantax Advisory Services and Avantax Investment Services Inc. prior to joining Cetera. In addition to his advisory role, Hermanson is a CPA and senior accountant at Haga Kommer Certified Public Accountants, where he manages tax clients and provides accounting and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing diverse investment strategies and programs supported by over 10,000 advisors nationwide.
Scott B
Series 66
Fargo, ND
Cetera
Scott Bauer is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bauer Investment Services LLC and Blackridge Wealth Advisors. Outside of advisory services, he serves as a city council representative for Ward 1 in Barnesville, MN, and is a board member of a nonprofit healthcare organization. Cetera Investment Advisers LLC is an SEC-registered firm 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 that supports various investment strategies and program structures.
Shawn D
Series 63, Series 66
West Fargo, ND
Cetera
Shawn Dye is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Bancwest Investment Services, and First International Bank & Trust. He also serves as a Trust Officer at First Western Bank & Trust, performing annual plan reviews for businesses without involvement in investment decisions or transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through various portfolio management and consulting services.
Jacob P
Series 66
Fargo, ND
LPL Financial
Jacob Preston is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and five years of industry experience. He previously worked at ICA Group Wealth Management, LLC, and has held roles at Choice Bank and Alerus Financial. Outside his advisory work, Preston serves as a junior agent and business banker at Choice Financial Group. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.
Joseph L
Series 66
Fargo, ND
LPL Financial
Joseph Larson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Goalquest Ventures LLC and held roles related to insurance and financial services. He serves as a trustee for Help and Caring Ministry Trust and has a background involving involvement with the Lionheart Soccer Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies.
John N
ChFC®, Series 66
Fargo, ND
Edward Jones
John Nyquist is a ChFC® and Series 66–licensed financial advisor with Edward Jones in Fargo, ND, with 11 years of industry experience. 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 with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Hattie K
Series 66
Fargo, ND
Edward Jones
Hattie Koeckeritz is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Legacy Wealth Management and multiple engagements at North Dakota State University. Outside of finance, she has been involved with Neverwinter Clothing & Gifts and The Rusty Nail. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.
Brien K
CFP®, Series 63, Series 65
Fargo, ND
Raymond James Financial
Brien Krank is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is also a member of the Finance and Investment Committee at Sts Anne and Joachim Church in Fargo, ND. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decision-making.
Thomas J
Series 63, Series 66
Fargo, ND
LPL Financial
Thomas Jacobson is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at SagePoint Financial and Investment Centers of America, Inc. He also operates a fixed insurance agency as part of his advisory activities. 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, third-party asset management, and institutional platforms.
Darren H
Series 66
Fargo, ND
LPL Financial
Darren Heisler is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and The Private Wealth Group. Outside of his advisory work, he is involved in sports officiating as a softball umpire and basketball referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research tools.
Sonja A
CFP®, Series 63, Series 65, Series 66
Fargo, ND
RBC Capital Markets
Sonja Anderson is a financial advisor with RBC Capital Markets in Fargo, ND, holding CFP® and securities licenses including Series 63, 65, and 66. She has 23 years of industry experience, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.
Jason J
Series 63, Series 66
Fargo, ND
LPL Financial
Jason Jaeger is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Invest Financial Corporation for 12 years and American Federal Bank for over 20 years. 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, and institutional platforms, and supports advisors with both discretionary and non-discretionary investment strategies.
John F
Series 63, Series 65
Fargo, ND
UBS Financial Services
John Fischer is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, Fischer was involved in coordinating volunteers and serving as a media spokesperson for a 2012 statewide referendum on smoke-free indoor workplaces in North Dakota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.
Dylan D
Series 66
Fargo, ND
RBC Capital Markets
Dylan Droegemueller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley. In addition to his advisory role, he performs minor tasks and maintenance for Morgan Joseph Properties, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and utilizes both in-house and third-party managers across diversified portfolios.
Blake D
Series 66
Fargo, ND
LPL Financial
Blake Dandurand is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 designation and bringing eight years of industry experience. His background includes roles at Gate City Bank, Gander Mountain, and Thrivent Investment Management. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Timothy G
Series 66
Fargo, ND
Wells Fargo Advisors
Timothy Graveline is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fargo, ND, bringing 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, Graveline is involved with several investment-related businesses, including a real estate management company and financial practices in the Fargo area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations for clients.
Joseph H
Series 63, Series 66
Fargo, ND
Mass Mutual Investors Services
Joseph Haman is a financial advisor with Mass Mutual Investors Services in Fargo, ND, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2012. Outside of his advisory role, he is involved in commercial property management and participates in client referral activities related to business lending. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational services.
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Finding advisors...
361 advisors near
58047
within the area shown on the map
Out of 400,000+ nationwide