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53 advisors near
58701
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Out of 400,000+ nationwide
Eldon E
Series 63, Series 66
Minot, ND
Raymond James Financial
Eldon Erickson is a financial advisor with Raymond James Financial in Minot, ND, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James since 2009 and is also the sole owner of Camco, Inc., a support company, as well as co-owner of Erickson Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and is affiliated with a municipal advisor to support its public finance work.
Jessie S
CFP®, Series 66
Minot, ND
Edward Jones
Jessie Seideman is a CFP® certificant with 15 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2010. Seideman holds the Series 66 license and is based in Minot, ND. Outside of advisory work, Seideman is the Vice President of Magic City Networking in Minot. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Gregory T
Series 63, Series 66
Minot, ND
Edward Jones
Gregory Tschetter is a financial advisor with Edward Jones in Minot, ND, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and operates a ranch involved in raising horses and cattle and serves as a board member at large for the International Music Camp in Dunseith, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Darin S
Series 63, Series 66
Minot, ND
Edward Jones
Darin Scherr is a financial advisor with Edward Jones in Minot, ND, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Edward Jones since 2003. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Alan V
Series 63, Series 65
Minot, ND
Ameriprise
Alan Van Delinder is a financial advisor with Ameriprise in Minot, ND, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is a partner in LFP Consulting, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver recommendations and supports a broad range of advisory, brokerage, and insurance solutions.
Kasey L
Series 66
Minot, ND
Thrivent Investment Management
Kasey Lang is a financial advisor with Thrivent Investment Management in Minot, ND, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent, Lang worked for The Falkirk Mining Company for 12 years. Outside of advising, Lang serves as a Church Council Member at First Lutheran Church and is a compensated official for ice hockey and football games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and separate managed-account programs under a consolidated billing option.
Wendy K
Series 63, Series 65
Minot, ND
Wells Fargo Clearing
Wendy Klaudt is a financial advisor with Wells Fargo Clearing in Minot, ND, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2015. Outside of her advisory role, her spouse owns Beaver Bag Co LLC, a business that produces custom cornhole bags, for which she serves as an authorized signer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.
Michael L
Series 66
Minot, ND
Thrivent Investment Management
Michael Lauckner is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2004. In addition to his advisory work, he serves as a council member for Bread of Life Church and volunteers as a public address announcer for high school soccer games in Minot, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.
Shane Z
Series 63, Series 65
Minot, ND
Raymond James Financial
Shane Zaback is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors and Raymond James and has operated Zaback Wealth Management since 2018. Outside of advising, he is the owner of a local coffee shop in Minot, ND. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals, while also providing specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.
Brendan D
Series 66
Minot, ND
Raymond James Financial
Brendan Dick is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, he serves as Vice President of Advanced Investmenty Consulting in Minot, ND. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.
Steven Z
Series 66
Minot, ND
LPL Financial
Steven Zarr is a financial advisor with LPL Financial in Minot, ND, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Raymond James Financial and Invest Financial Corporation. Outside of his advisory role, he is involved with writing fixed non-variable insurance through Exclusive Insurance Brokerage, Inc. 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 across various asset classes.
Brenna T
Series 66
Minot, ND
Edward Jones
Brenna Tschetter is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in education and banking. Outside of her advisory role, she coaches 6th grade boys basketball at Ramstad Middle School in Minot, 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.
Quinn G
Series 66
Minot, ND
Edward Jones
Quinn Greenheck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, Greenheck spent ten years working at the Department of Defense. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices.
Julie E
Series 66
Minot, ND
Edward Jones
Julie Erz is a financial advisor with Edward Jones in Minot, ND, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial LLC and Gate City Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Becca T
Series 66
Minot, ND
Edward Jones
Becca Tschetter is a financial advisor with Edward Jones in Minot, ND, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Magic Bean Brewing Co. for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.
Thomas M
Series 66
Minot, ND
Edward Jones
Thomas Miller is a financial advisor at Edward Jones in Minot, ND, with 11 years of industry experience. He holds a Series 66 designation and 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 wide range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.
Kayla G
Series 66
Minot, ND
Edward Jones
Kayla Goetz is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at Edward Jones since 2021, following prior roles at LPL Financial and Gate City Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services under a fiduciary standard. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and securities-based lending options.
Brandon W
Series 66
Minot, ND
Edward Jones
Brandon Weber is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for the USDA Farm Service Agency for eight years. Outside of his advisory role, he is a registered high school basketball and football official in Minot, ND. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Shantal B
Series 63, Series 66
Minot, ND
Ameriprise
Shantal Borud is a financial advisor at Ameriprise in Minot, ND, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of advising, she is an operations specialist at LFP Consulting LLC, where she troubleshoots process questions and provides staff and advisor training. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors.
Trent W
Series 66
Minot, ND
Edward Jones
Trent Westmeyer is a financial advisor at Edward Jones with one year of industry experience. He previously worked at First Western Bank & Trust for 31 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.
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Finding advisors...
53 advisors near
58701
within the area shown on the map
Out of 400,000+ nationwide