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Christopher M

Series 66

Grand Forks, ND

OSAIC Institutions, INC.

Christopher Moen is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and has been affiliated with Alerus Financial since 2015, where he serves as the Northern Valley Lead Financial Guide, leading a team of financial guides and working directly with clients under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and consulting services, ERISA plan services, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a distinctive service and distribution approach.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Brian J

Series 66

Grand Forks, ND

Wells Fargo Advisors

Brian Johnson is a financial advisor with Wells Fargo Advisors in Grand Forks, ND, holding a Series 66 designation and 23 years of industry experience. He previously worked at Raymond James Financial Services Advisors from 2009 to 2025 and has been associated with Bremer Investments since 2019. Outside of his advisory role, he is the sole owner of BMMA Capital LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk, and wealth transfer planning, among others. The firm integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Darren E

Series 66

East Grand Forks, MN

Cambridge Investment Research Advisors

Darren Evavold is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at Investment Centers of America and Thrivent Investment Management. Outside of his advisory role, he is part owner and promoter of River Cities Speedway and serves as a board member of the Greater Grand Forks Fair Board. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, combining proprietary models and third-party options, with features such as equity participation and formal compliance processes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brian E

CFP®, ChFC®, Series 66

Grand Forks, ND

Edward Jones

Brian Emerson is a CFP® and ChFC® professional with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously spent 11 years at Fagen, Inc. Outside of his advisory role, he is involved in property management in Crookston, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, investment strategies, and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Justin J

Series 66

Grand Forks, ND

Edward Jones

Justin Johnson is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, his wife manages a health and fitness consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory services and affiliated financial products. The firm operates nationally with a large network of advisors and branches, managing over $1 trillion in assets.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Thad J

Series 66

East Grand Forks, MN

Cambridge Investment Research Advisors

Thad Johnson is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2012. Outside of his advisory role, Johnson is president of Flagship Advisors Inc., which provides business consulting services, and he also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a range of proprietary and third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tessa A

Series 66

Grand Forks, ND

Edward Jones

Tessa Alleman is a financial advisor at Edward Jones in Grand Forks, ND, holding a Series 66 designation with one year of experience in the industry. Prior to joining Edward Jones, she worked in various roles across hospitality and athletics-related firms. 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 investment strategies and maintains a large national network of advisors and branches.

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

Series 63, Series 66

Grand Forks, ND

Wells Fargo Advisors

Kraig Rowekamp is a financial advisor with Wells Fargo Advisors in Grand Forks, ND, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He previously worked at Bremer Investments, Raymond James Financial Services Advisors Inc., and Bremer Bank. Rowekamp has ownership interests in investment-related entities KROWE CAPITAL LLC and CAPSTONE FINANCIAL GROUP LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian F

CFP®, Series 66

Grand Forks, ND

Edward Jones

Brian Fedje is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eight years at BeMobile, Inc. He is based in Grand Forks, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Inheritance planning Founder/Business Owner Widow/Widower
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Christopher P

Series 63, Series 66

Grand Forks, ND

OSAIC

Christopher Pokrzywinski is a financial advisor with OSAIC in Grand Forks, ND, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. He is also involved in insurance sales and service, discussing insurance options and managing insurance products for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios that include a range of investment types, and supports both discretionary and non-discretionary account management.

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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Karli F

Series 66

Grand Forks, ND

Thrivent Investment Management

Karli Finney is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management. She previously worked at Jnba Financial Advisors Inc. for eight years before joining Thrivent in 2019. Outside of her advisory role, she assists with managing short-term rental properties owned by her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time engagements and allows clients to integrate planning with managed accounts through a consolidated billing option called WealthPlan.

Business ownership considerations
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Paul J

Series 63, Series 65

Grand Forks, ND

Thrivent Investment Management

Paul Johnson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he is the owner and oversees general operations of a coffee house called The Liquid Bean. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across various financial topics without discretionary trading authority.

Business ownership considerations
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Ethan H

Series 66

Grand Forks, ND

Ameriprise

Ethan Hodnefield is a financial advisor with Ameriprise in Grand Forks, ND, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as treasurer on the board of directors for North Dakota Backcountry Hunters and Anglers and owns Heritage Tax Solutions LLC, a tax preparation business. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paul H

Series 66

Grand Forks, ND

Ameriprise

Paul Hensrud is a financial advisor at Ameriprise with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008 and has also worked with Fargo Public Schools since 2006. Outside of his advisory role, he serves on the board of Riverside Christian School and is involved in business ownership activities including tax preparation and managing an advisory business. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paige S

Series 66

Grand Forks, ND

Edward Jones

Paige Stallard is a financial advisor with Edward Jones in Grand Forks, ND. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she gained experience at Ashley Furniture and MonteRay Ranch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Grand Forks, ND

Edward Jones

Kristin Hanson is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2013 to 2017. Outside of her advisory role, she owns a rental property in Grand Forks, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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David V

Series 66

Grand Forks, ND

Edward Jones

David Vanyo is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rydell Auto Center for six years and was involved with Vanyo Construction, LLC for two years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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

Series 66

East Grand Forks, MN

Thrivent Investment Management

Chad Erickson is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 credential and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Erickson serves as the secretary for the City of East Grand Forks Planning and Zoning Commission, participating in monthly meetings to guide city planning and development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses on topics such as retirement, tax, and estate planning, with clients able to combine planning and managed-account services under a consolidated billing option.

Business ownership considerations
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Katie G

Series 63, Series 66

Grand Forks, ND

Thrivent Investment Management

Katie Gowan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She has held her current role at Thrivent Financial and Thrivent Investment Management Inc since 2015. She holds Series 63 and Series 66 securities licenses and is based in Grand Forks, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Connor J

Series 66

Grand Forks, ND

Edward Jones

Connor Johnson is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Essentia Health for five years and held positions at the University of North Dakota and Altru Health System. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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