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Leonard F
Series 65
Savage, MN
Scarecrow Advisors, LLC
Leonard Fox Jr is a Series 65-licensed advisor with 12 years of industry experience. He is the owner, president, and Investment Advisor Representative of Scarecrow Advisors, LLC, where he has worked since 2020. In addition to his advisory role, he provides a newsletter and trading signals to other RIAs and IARs. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with customized portfolio management and supervisory services. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both strategic and tactical asset-allocation approaches across discretionary accounts totaling approximately $74 million in assets under management.
Brett K
CFP®, Series 66
Burnsville, MN
Kusske Financial, Inc.
Brett Kusske is a financial advisor with Kusske Financial, Inc., holding a CFP® designation and Series 66 license, and has 18 years of industry experience. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Gallagher Fiduciary Advisors, LLC, and National Planning Corporation. Outside of advisory services, he is a partner in a tax business, KB Accounting and Tax LLP. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, delivering written evaluations and periodic reviews while clients retain custody and final decision-making authority.
Travis B
CFP®, Series 63, Series 65
Burnsvills, MN
Kusske Financial, Inc.
Travis Buck is a CFP® professional with 26 years of industry experience, currently serving at Kusske Financial, Inc. in Burnsville, MN. His prior experience includes roles at Gallagher Fiduciary Advisors LLC, Triad Advisors, and National Planning Corporation. Outside of his advisory work, he owns and operates Buck Financial Consulting and KB Accounting & Tax, providing services unrelated to investment management. Kusske Financial, Inc. is a small, state-registered advisory firm offering personalized financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning services rather than discretionary investment management, with clients maintaining custody and decision-making authority.
Luann N
Series 63, Series 65
Burnsville, MN
Kusske Financial, Inc.
Luann Neuman is a financial advisor with Kusske Financial, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at OSAIC, Triad Advisors, Independent Financial Group, and National Planning Corporation. Outside of advising, she also serves as a notary, notarizing documents for clients. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering detailed written plans and ongoing reviews while clients retain control over their investment decisions.
Jeffrey S
Series 65
Apple Valley, MN
RIA Advisory Group, LLC
Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He also operates Stier Law Offices, where he serves as attorney and president, advising clients on estate planning and other legal matters. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis across various asset classes and integrates legal and accounting professionals within its service model.
Benjamin F
Series 65
Savage, MN
Scarecrow Advisors, LLC
Benjamin Fox is a financial advisor at Scarecrow Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Strategic Income Advisors and as an insurance agent. Fox is also Vice President of Scarecrow Trading Inc., where he provides trading signals to registered investment advisers and investment adviser representatives. Scarecrow Advisors is a small firm of four advisors managing approximately $74 million for individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models alongside third-party managers, and incorporates both strategic long-term allocations and tactical shifts, including advanced instruments such as leveraged funds and options.
Thomas J
Series 65
Burnsville, MN
Kusske Financial, Inc.
Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.
Maxwell F
Series 65
Savage, MN
Scarecrow Advisors, LLC
Maxwell Fox is a financial advisor at Scarecrow Advisors, LLC with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he serves as a project manager for Scarecrow Trading, LLC, overseeing marketing and data sourcing efforts. Scarecrow Advisors is a small team managing approximately $74 million for around 247 clients, providing portfolio management and investment supervisory services to both individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, using proprietary models and third-party managers to implement strategies that include both long-term allocations and tactical shifts, as well as advanced trading techniques.
Bryan H
ChFC®, Series 66
Burnsville, MN
Aspire Capital Advisors LLC
Bryan Halicki is a financial advisor at Aspire Capital Advisors LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Aspire Capital Advisors, he worked at multiple firms, including Securities America Advisors and Highland Capital Brokerage. Outside of his advisory role, he participates in Toastmasters to develop public speaking skills. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and low-cost mutual funds and ETFs, while also using independent managers and conducting regular portfolio reviews.
Anthony J
Series 63, Series 65
Burnsville, MN
Kusske Financial, Inc.
Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.
Adam J
Series 65
Eagan, MN
Integrity Advisory Solutions
Adam Johnson is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and two years of industry experience. He has also been affiliated with National Agents Alliance since 2013. Outside of advisory work, Johnson manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a range of investment strategies and third-party platforms to construct tailored client portfolios.
David Z
CFP®, Series 63, Series 65
Bloomington, MN
AdvisorNet Wealth Partners
David Zack is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has held roles at Cetera and Zack Financial Consulting, Inc. He serves on the board of the New Prague Area Community Center. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.
Gregory R
Series 65
Burnsville, MN
Royal Fund Management, LLC
Gregory Rieckhoff is a Series 65-licensed advisor at Royal Fund Management, LLC with nine years of industry experience. He has worked at Royal Fund Management since 2017 and has operated Rieckhoff Services, an insurance agency focused on life and annuity products, since 2002. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay for enrolled clients.
Elvis N
Series 66
Savage, MN
Avantax Planning Partners, Inc.
Elvis Ndahibeshe is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Bank of America, Merrill, and U.S. Bancorp Investments. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 2025.
Robert R
ChFC®, Series 63, Series 65
Eagan, MN
Trustmont Advisory Group, Inc.
Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.
Phillip L
Series 63
Bloomington, MN
Harbour Investments, Inc.
Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various financial instruments and offers model-based solutions through a subscription platform.
Neal R
CFP®, Series 66
Lakeville, MN
Avantax Planning Partners, Inc.
Neal Robinson is a CFP® with 11 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has worked at several financial firms including Northwestern Mutual, J.P. Morgan, Prudential, Merrill, and Edward Jones. Robinson is based in Lakeville, MN. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered Advisor Representatives and utilizes firm-designed style allocation models overseen by an investment advisory committee.
Roger P
CFP®, Series 65
Hastings, MN
CGN Advisors, LLC
Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.
David T
Series 63, Series 65
Lakeville, MN
AlphaStar Capital Management
David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.
Kevin P
Series 63, Series 66
Savage, MN
Principal Advised Services
Kevin Paulus is a financial advisor with Principal Advised Services in Savage, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Advisors LLC. At Principal, he also serves as a sales manager supervising investment advisor representatives who provide one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm benefits from integration with the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and model services.
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