Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

601 advisors near
55374

Out of 400,000+ nationwide

user avatar
firm logo

Ashleigh S

Series 66

Plymouth, MN

OSAIC

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation. Prior to joining OSAIC, she was a full-time student for nine years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers a range of advisory and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Annuities Private / alternative investments
user avatar
firm logo

Shaylah A

Series 66, Series 63

Champlin, MN

Fidelity

Shaylah Anwar is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and has six years of industry experience. Her prior experience includes four years at Ameriprise Financial Services Inc and roles at the University of Minnesota and Kohl’s. She works 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios used by intermediary platforms.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Richard V

Series 63, Series 65

Rogers, MN

Robert Baird & Co.

Richard Vande Vegte is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC, Thrivent Investment Management Inc., THRIVENT Financial, Edward Jones, and PRUCO Securities, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and advanced research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

John H

CFP®, Series 63

Plymouth, MN

Cambridge Investment Research Advisors

John Hinz is a CFP® professional with 48 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has prior experience at Summit Brokerage Services, Summit Financial Group, JR Hinz and Associates, and Guardian Life of NY. He also serves as president of JR Hinz & Associates, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Todd S

Series 63

St Michael, MN

LPL Financial

Todd Songstad is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has employment as a package handler with FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad array of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew S

CFP®, ChFC®, Series 66

Maple Grove, MN

LPL Financial

Andrew Schelitzche is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including Waddell & Reed, Schelitzche Group Inc., Manifest Wealth Management, and ZZ Properties LLC. Schelitzche has also owned and operated Schelitzche Group Inc. since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Jayme K

CFP®, Series 66

Osseo, MN

Edward Jones

Jayme Kruse is a financial advisor at Edward Jones in Osseo, Minnesota, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, Jayme worked at Kruse Law Firm, PLLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 advisors nationwide. The firm manages about $1.01 trillion in assets and provides a variety of affiliated offerings including mutual funds, tax-efficient services, and securities-based lending.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Brian K

Series 63, Series 66

Maple Grove, MN

LPL Financial

Brian Kujawa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. His prior work includes roles at Northland Securities, Inc. and Cetera Investment Services LLC. Kujawa is associated with Generations Investment Services, LLC, an entity linked to his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua O

Series 66

Anoka, MN

Edward Jones

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Aaron B

Series 66

Maple Grove, MN

Wells Fargo Advisors

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Danielle A

Series 66

Coon Rapids, MN

Raymond James Financial

Danielle Anderson is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has been associated with Anderson Financial Services and Raymond James Financial Services since 2016. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through a broad advisor network and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Matthew N

Series 66

Brooklyn Park, MN

Ameriprise

Matthew Nugent is a financial advisor at Ameriprise with a Series 66 designation. He has recently transitioned from a career in the pharmaceutical and biotechnology sectors, where he held positions at companies including Takeda Pharmaceuticals and Bio-Techne. Nugent is based in Brooklyn Park, MN, and has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using proprietary research and third-party tools to provide clients with tailored, tax-aware recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Marcus S

CFP®, Series 63, Series 65

Plymouth, MN

Ameriprise

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Nicholas C

Series 66

Monticello, MN

Edward Jones

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, with 2 years of industry experience. He holds a Series 66 designation and previously worked at Abbott Laboratories and Boston Scientific Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

William F

Series 63, Series 65

Anoka, MN

Primerica Advisors

William Folkes is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Krystine B

Series 66

Plymouth, MN

OSAIC

Krystine Berens is a Series 66-licensed financial advisor at Osaic Wealth, Inc. with four years of industry experience. She previously worked at Guardian Resources for seven years. Berens provides training videos related to fixed indexed annuities and asset management applications for Guardian Capital Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and access to alternative investments via third-party platforms.

Annuities Private / alternative investments
user avatar
firm logo

David M

Series 66, Series 63

Medina, MN

Ameriprise

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Mark W

Series 65, Series 63

Champlin, MN

Edward Jones

Mark Wood is a financial advisor at Edward Jones with Series 65 and Series 63 credentials. He joined Edward Jones in 2026 and has prior experience running a business, Max’s Mowing and More, for nine years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)