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592 advisors near
55374
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Jacob R
Series 66
Coon Rapids, MN
Wells Fargo Advisors
Jacob Radabaugh is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Green Mill and Bank Cherokee and has held roles in education and other sectors, including Century College and Complete Custom Painting Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored client recommendations.
Bradley H
CFP®, Series 66
Maple Grove, MN
Ameriprise
Bradley Harder is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Hanover, MN. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.
Deveshwar P
Series 63
Monticello, MN
Wells Fargo Clearing
Deveshwar Persaud is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 15 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he owns and operates a handyman services business in Monticello, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Eric M
CFP®, Series 66
Maple Grove, MN
Edward Jones
Eric Morris is a financial advisor with Edward Jones in Maple Grove, MN, holding the CFP® and Series 66 designations, and has six years of industry experience. Prior to joining Edward Jones in 2025, he worked at RBC Capital Markets LLC for nine years and briefly at Ameriprise Financial Services LLC in 2024. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.
Tove L
CFP®, Series 66
Otsego, MN
Edward Jones
Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Justin B
Series 63, Series 65
Albertville, MN
Thrivent Investment Management
Justin Bettinger is a financial advisor with Thrivent Investment Management in Albertville, MN. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all spent with Thrivent Financial and Thrivent Investment Management since 2014. 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 financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Leo S
CFP®, Series 63, Series 65
St Michael, MN
LPL Financial
Leo Schlangen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL Financial, he worked at Investment Centers of America. Outside of his advisory role, he is a business owner of H&R Block franchises and Common Cents Tax in Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from internal and third-party sources.
Ian W
Series 66
Plymouth, MN
Cetera
Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.
William T
Series 66
Maple Grove, MN
Edward Jones
William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.
Lindsay D
Series 63, Series 66
Elk River, MN
LPL Financial
Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Nicholas C
Series 66
Maple Grove, MN
Thrivent Investment Management
Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.
James R
Series 63, Series 66
Oak Grove, MN
RBC Capital Markets
James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.
Dan P
Series 63
Maple Grove, MN
LPL Financial
Dan Pias is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from internal and third-party sources.
Daniel G
Series 66
Coon Rapids, MN
LPL Financial
Daniel Guibert is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial in Coon Rapids, MN, and has prior experience at CUNA Mutual Group, Kestra Financial Services, and other firms. Guibert also operates TruStone Financial Advisors, which is related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.
Ashleigh S
Series 66
Plymouth, MN
OSAIC
Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and was previously a full-time student for nine years before joining OSAIC. OSAIC Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.
Shaylah A
Series 63, Series 66
Champlin, MN
Fidelity
Shaylah Anwar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc. from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.
Richard V
Series 63, Series 65
Rogers, MN
Robert Baird & Co.
Richard Vande Vegte is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Thrivent Investment Management. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized consulting and portfolio services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.
John H
CFP®, Series 63
Plymouth, MN
Cambridge Investment Research Advisors
John Hinz is a CFP® with 48 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He has previously worked at Summit Brokerage Services and Summit Financial Group, and he has operated JR Hinz and Associates since 1991. Outside of his advisory work, he serves as president of JR Hinz & Associates Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.
Ryan M
CFP®, Series 66
Plymouth, MN
Cetera
Ryan Mead is a CFP® with three years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services and Northwestern Mutual, as well as involvement with MRK Financial Solutions. Outside of his advisory work, he has tax preparation experience and held a position with Rustic Roots Winery, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports over 10,000 advisors managing more than $256 billion in assets across various program structures and strategies.
Volha S
Series 66
Plymouth, MN
Raymond James Financial
Volha Siamionava is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. She has previously worked at PFK Financial Services Inc. and TCF Bank, among other firms. Outside of her advisory role, she serves as a financial advisor at PFK Financial Services, providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.
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Finding advisors...
592 advisors near
55374
within the area shown on the map
Out of 400,000+ nationwide