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73 advisors near
55362
within the area shown on the map
Out of 400,000+ nationwide
Todd B
Series 63, Series 65
Otsego, MN
Empower Advisory Group
Todd Burgess is a financial advisor with Empower Advisory Group in Otsego, MN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, and Prudential Investment Management Services. Outside of advising, he works part-time as a greenskeeper at Cedar Creek Golf Course. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.
Matthew K
Series 66
St Michael, MN
Edward Jones
Matthew Kruse is a financial advisor at Edward Jones in St. Michael, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advisory work, he is a landlord of rental property in Albertville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian T
Series 63
Monticello, MN
Primerica Advisors
Brian Thickpenny is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he serves as CEO of Brian Thickpenny, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
Hiedi H
CFP®, Series 63
Buffalo, MN
OSAIC
Hiedi Hendrickson is a CFP®-designated financial advisor with 26 years of industry experience, currently with OSAIC since 2024. She previously worked at Securities America Advisors Inc. and Securities America, Inc. for over two decades. In addition to her advisory role, Hendrickson owns and manages an independent insurance agency specializing in fixed insurance products, including health insurance and Medicare plans. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering a range of financial planning, brokerage, and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.
Derek L
Series 66
Buffalo, MN
Edward Jones
Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.
Troy B
CFP®, Series 66
Saint Michael, MN
Ameriprise
Troy Bigalke is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Ameriprise since 2005, currently based in Saint Michael, MN. Outside of his advisory role, he owns a business, Bigalke Inc., which is not related to investment activities. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients approaching or in retirement, and delivers a broad range of advisory, brokerage, and insurance solutions.
Jeffrey R
Series 66
Albertville, MN
Edward Jones
Jeffrey Raiche is a financial advisor at Edward Jones in Albertville, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently has experience with Dominos Pizza since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Denver C
Series 66
Buffalo, MN
Edward Jones
Denver Colgrove is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. His work history includes positions at Osaic and Fish & Richardson, as well as prior employment outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joshua G
Series 63, Series 65
Saint Michael, MN
Fisher Investments
Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.
Steven C
Series 65, Series 63
Zimmerman, MN
OSAIC
Steven Cram is a financial advisor with OSAIC, holding Series 65 and Series 63 credentials and possessing 31 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and First Choice Financial Resource Group, where he has worked for over two decades. Outside of his advisory work, he is involved in community service as a volunteer board member of Pilot Outreach Jail Ministry and serves as a site coordinator for Global Fingerprints, supporting child sponsorship programs. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various tools and third-party partnerships to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.
Kurt S
Series 66
Annandale, MN
Edward Jones
Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Jay C
Series 66
Zimmerman, MN
Edward Jones
Jay Collins is a financial advisor with Edward Jones in Zimmerman, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.
Steven N
Series 66
Buffalo, MN
Edward Jones
Steven Novacek is a financial advisor at Edward Jones in Buffalo, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked in physical therapy and wellness, lumber and millwork, and spent time at Marquette University. Outside of his advisory role, he is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School’s varsity team. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches across the United States.
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.
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.
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.
Willson B
Series 66
Monticello, MN
Edward Jones
Willson Burggraff is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Monticello Country Club and Sears Holdings Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.
Jena C
Series 66
Buffalo, MN
Edward Jones
Jena Cox Backes is a Series 66-credentialed financial advisor with Edward Jones in Buffalo, MN, where she has worked for seven years. In addition to her advisory role, she is an ordained minister and teaches group fitness classes at the Becker Community Center and YMCA. She also has a long-standing involvement with Young Living as a product distributor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.
Eric R
Series 66
Buffalo, MN
Ameriprise
Eric Reiner is a financial advisor at Ameriprise in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked for Beckhoff Automation LLC for 15 years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports focused on income sources, Social Security options, and withdrawal strategies.
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.
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Finding advisors...
73 advisors near
55362
within the area shown on the map
Out of 400,000+ nationwide