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589 advisors near
55043
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Ryan S
Series 63, Series 65, Series 66
Hudson, WI
Fidelity
Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.
Ashley W
Series 66
Lake Elmo, MN
Ameriprise
Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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 sources and tax-aware withdrawal strategies.
Amy B
Series 66
Stillwater, MN
RBC Capital Markets
Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.
Kelsey K
Series 66
Lake Elmo, MN
LPL Financial
Kelsey Kocon is a financial advisor with LPL Financial in Lake Elmo, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2016, Kocon worked at Commonwealth Financial Network and Jack Buckley Financial. She is also a notary public. 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 and model portfolio programs, supported by various investment platforms and research tools.
Bruce H
Series 63
South Saint Paul, MN
LPL Financial
Bruce Hill is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. Prior to joining LPL in 2026, he worked at OSAIC for two years and Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, Hill is involved in coaching high school hockey teams for South Washington County Schools. 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 financial planning and asset management services delivered through a large network of advisors utilizing model portfolios and customized strategies.
Brant G
Series 66
Oakdale, MN
Fidelity
Brant Gustafson is currently a Planning Consultant at Fidelity, where he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. His role involves working closely with clients to tailor strategies that align with their individual objectives. Before his current position, Brant served as a Relationship Manager at Fidelity from 2024 to 2025 and worked as a Financial Advisor at Magnifi Financial from 2023 to 2024. These roles have provided him with experience in client relationship management and financial advisory services. Outside of his professional activities, Brant has personal interests that include beach activities, camping, football, and traveling.
Michael K
Series 65
Stillwater, MN
Fisher Investments
Michael Klos is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at American Family Insurance and the University of Wisconsin. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware processes and defensive tactics to manage risk.
Seymour L
CFP®, Series 63
Lake Elmo, MN
Ameriprise
Seymour Loving is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he serves on the Board of Directors and finance committee of Pilgrim Baptist Church and is a Scoutmaster for the Boy Scouts of America. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations delivered through a centralized consulting team.
Nicholas K
Series 66
Stillwater, MN
Morgan Stanley
Nicholas Karbon is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney llc since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Council Chairman and on the Building Committee for Christ the Lord Lutheran Church in Cottage Grove, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers investment planning tools that incorporate various modeling techniques, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.
Allison B
CFP®, Series 66
Hudson, WI
Edward Jones
Allison Butler is a CFP® with 10 years of industry experience currently serving at Edward Jones since 2016. She also has an academic role at UW-Eau Claire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.
Anthony L
Series 66
Woodbury, MN
Edward Jones
Anthony Lerud is a financial advisor with Edward Jones in Woodbury, MN. He holds the Series 66 designation and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.
Peter M
Series 66
Oakdale, MN
OSAIC
Peter Miles is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services INC and U.S. Bancorp Investments, Inc. He is also president of St. Croix Wealth Management LLC, a paying agent for employees and insurance sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
Paul A
Series 63, Series 65
Woodbury, MN
Cetera
Paul Archambeau is a financial professional with 27 years of industry experience. He is currently affiliated with Cetera and North Star Resource Group, and holds Series 63 and 65 credentials. Archambeau has previous experience at Securian Financial Services, Inc. and Minnesota Life. He serves as a board member of the SG3 Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.
William P
Series 66
Oakdale, MN
Fidelity
William Pelto is a financial advisor with Fidelity Investments based in Oakdale, MN. He holds a Series 66 designation and began his career at Fidelity in 2025. His prior work experience includes roles at Hy-Vee, Gustavus Adolphus College, and Running Aces Casino, Hotel & Racetrack. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including those constructed from mutual funds, ETFs, and ETPs.
Vincent S
Series 66
River Falls, WI
Edward Jones
Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. 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 options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
Matthew S
CFP®, Series 63, Series 65, Series 66
Woodbury, MN
OSAIC
Matthew Svendsen is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the CFP® designation and multiple securities licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc. from 2022 to 2024. Outside of his advisory role, Svendsen is president and CFO of Be Brave Live Free Inc., where he manages business and financial reporting activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm utilizes a variety of investment strategies and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.
William H
Series 66
Lake Elmo, MN
Thrivent Investment Management
William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Kyle H
CFP®, Series 66
Woodbury, MN
Cetera
Kyle Heller is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His work history includes roles at North Star Resource Group, Minnesota Life Insurance Company, and Securian Financial Services, among others. Heller is also a partner in J&K Acquisitions and involved in several business ventures outside of his advisory work. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.
Joseph B
Series 66
Woodbury, MN
Edward Jones
Joseph Byriel is a financial advisor with Edward Jones in Woodbury, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.
Cecelia M
Series 66
Inver Grove Heights, MN
Ameriprise
Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
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589 advisors near
55043
within the area shown on the map
Out of 400,000+ nationwide