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Michael D
ChFC®, Series 63
Le Sueur, MN
OSAIC
Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.
Peter N
CFP®, Series 63, Series 65
Saint Peter, MN
Cetera
Peter Nelson is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at LPL Financial, Frandsen Bank & Trust, and Nicollet County St. Peter Bank. Nelson also provides insurance services related to life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Mitchell N
Series 66
Saint Peter, MN
Cetera
Mitchell Nelson is a financial professional with six years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, Trellance, and OnApproach. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.
Kenneth A
Series 66
St Peter, MN
Edward Jones
Kenneth Anderson Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage from 2009 to 2017. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.
Lucas B
Series 66
St Peter, MN
Ameriprise
Lucas Bollum is a financial advisor at Ameriprise with seven years of industry experience. He has been with Ameriprise since 2018, following a prior career at Scheels All Sports. Outside of his advisory work, he is co-owner and registered agent of an LLC inherited through his family. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and recommendations supported by a centralized service team and proprietary research.
Casey W
Series 66
St Peter, MN
Ameriprise
Casey Wussow is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2009. Outside of his advisory role, he has involvement with agricultural land held in a family trust. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Scott G
Series 63, Series 65
Mankato, MN
Cetera
Scott Gross is a financial advisor with Cetera in Mankato, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Cetera and affiliated entities since 2013. Outside of his advisory role, Gross serves as president of a property ownership company and secretary of a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services via a multi-manager platform incorporating both affiliated and third-party managers.
Erik P
Series 66
Le Sueur, MN
LPL Financial
Erik Pace is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Gradient Securities, LLC, Ascentium Insurance Solutions, and Ameriprise, among others. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.
Adam D
Series 66
Le Sueur, MN
LPL Financial
Adam Dwyer is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of finance, he has been involved with the Faribault Referee Association for over 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and investment strategies.
Michael W
Series 66
St Peter, MN
Edward Jones
Michael Weelborg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in several commercial real estate ventures including ownership interests in fitness and wellness facilities, an event space, and other commercial properties in St. Peter, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
Andrew B
Series 66
Saint Peter, MN
Fidelity
Andrew Barnick is an Investment Solutions Representative III. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Andrew has held several positions in the financial services industry. He worked as an Investment Solutions Representative II and I at Fidelity Investments between 2021 and 2022. Prior to that, he served as Market President and Program Manager and Financial Advisor at SouthPoint Financial Credit Union from 2019 to 2021. From 2014 to 2019, he was the Mankato Area Program Leader and Financial Consultant at Frandsen Bank and Trust. He holds an Arkansas insurance license.
James L
CFP®, Series 63
Mankato, MN
Ameriprise
James Lewis is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience, currently advising clients at Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm serving individuals, particularly those approaching or in retirement with significant investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.
Jeffrey D
Series 66
33895 Skyview Ridge, MN
Thrivent Investment Management
Jeffrey Dahlseid is a Financial Advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent and its affiliated entities since 2024 and previously spent 23 years at Gustavus Adolphus College, where he currently maintains a research professor role focused on collaborating with undergraduate students and completing academic research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under consolidated billing.
Anthony J
CFP®, Series 66
Mankato, MN
Ameriprise
Anthony James is a CFP®-certified financial advisor with 20 years of industry experience, currently with Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, he is involved in several family and business-related holding companies and real estate ventures, including managing a vacation property jointly owned with family members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, utilizing a collaborative, non-discretionary approach supported by proprietary investment research and third-party data.
Bradley D
Series 63
Mankato, MN
LPL Financial
Bradley Davis is a financial advisor with LPL Financial in Mankato, MN, holding a Series 63 designation and having 29 years of industry experience. He has worked with LPL Financial since 2017 and previously with T.D. Waterhouse Inc. Services and National Planning Corporation. Outside of his advisory role, he is involved in non-variable insurance related to health and life. 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, and institutional platforms, supported by a network of investment adviser representatives.
Sean K
Series 66
Le Sueur, MN
Edward Jones
Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.
Patti K
Series 63, Series 66
Saint Peter, MN
Thrivent Investment Management
Patti Kelly is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2007. She serves as a General Executive Board Member for Compassion In Action, a nonprofit focused on faith-based disaster relief and community service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering written recommendations on various planning topics without implementation. The firm uses goal-based analyses and offers clients the option to combine planning with managed-account programs under a consolidated billing system.
Christopher H
CFP®, Series 63, Series 66
Mankato, MN
Edward Jones
Christopher Hoffman is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a commercial real estate business based in Mankato, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Aaron W
Series 66
Mankato, MN
Ameriprise
Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he held positions at Applebee’s Neighborhood Grill + Bar and J&B Group, and attended Minnesota State University, Mankato. Outside of his advisor role, he is involved with DTK Enterprises LLC in Austin, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.
Jordan C
Series 66
Mankato, MN
Edward Jones
Jordan Carver is a Series 66-licensed financial advisor with Edward Jones in Mankato, MN, where he has been practicing since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a volunteer firefighter with the North Mankato Fire Department and is a worship leader at Riverridge Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
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50 advisors near
56082
within the area shown on the map
Out of 400,000+ nationwide