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60 advisors near
54002
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Out of 400,000+ nationwide
Katherine H
Series 66
New Richmond, WI
Edward Jones
Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Andrea M
Series 63, Series 66
Woodville, WI
Fidelity
Andrea Monchilovich Pickerign is a financial advisor at Fidelity with 26 years of industry experience. She previously worked at RBC Capital Markets for eight years before joining Fidelity Investments. Outside of her advisory role, she is an independent beauty consultant, teaching and selling skin care products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.
Jennifer M
Series 66
Baldwin, WI
Edward Jones
Jennifer Most is a Series 66-licensed financial advisor with Edward Jones in Baldwin, WI, and has two years of industry experience. Prior to joining Edward Jones, she worked for seven years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Teresa H
Series 63, Series 66
River Falls, WI
Edward Jones
Teresa Hernandez is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at KMTSJ, Inc and Northwestern Mutual, as well as spending ten years at Sacred Heart Hospital. She is also involved as a contractor with Integrity Audit & Tax, LLC, focusing on audit testing and potential tax preparation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.
Matthew R
Series 63
Glenwood City, WI
OSAIC
Matthew Radintz is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has worked at Osaic Wealth, Inc. since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as president of the Glenwood City Wrestling Club, supporting the local high school wrestling program. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party management strategies across a broad product set.
Devon S
CFP®, ChFC®, Series 63, Series 65
New Richmond, WI
Edward Jones
Devon Schoenbohm is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in New Richmond, WI, he holds Series 63 and Series 65 licenses. Schoenbohm has a sole proprietorship used as a household employer for personal purposes. Edward Jones is a wealth management firm serving over four million clients, including individual, institutional, and charitable entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.
James W
Series 63
River Falls, WI
Edward Jones
James Williamson is a financial advisor with Edward Jones in River Falls, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a trustee of the Kenneth O Ruud Trust and is a partner in Marsh Creek LLC; he also owns hunting land in South Dakota through Pheasant Run Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.
Wayne W
CFP®, Series 63
River Falls, WI
Ameriprise
Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.
Joan B
Series 63, Series 65
Glenwood City, WI
Thrivent Investment Management
Joan Bartz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Bartz serves on the board of the Everwood Farmstead Foundation, a charitable organization supporting artists, and holds leadership roles in local community organizations including the Community Foundation of Glenwood City and the Glen Hills Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services through a consolidated billing option.
Peter K
CFP®, Series 66
New Richmond, WI
Edward Jones
Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.
Kayla H
Series 66
New Richmond, WI
Edward Jones
Kayla Harle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Affiance Financial and the City of New Richmond. Her background also includes roles in education and veterinary services. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
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.
Adam S
Series 63, Series 65
New Richmond, WI
LPL Financial
Adam Swanda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Christopher C
Series 66
New Richmond, WI
Edward Jones
Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jill S
CFP®, Series 66
New Richmond, WI
Edward Jones
Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.
Derek R
Series 66
Baldwin, WI
LPL Financial
Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes positions at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining LPL Financial and WESTconsin Credit Union. Outside of advisory work, he is employed as a prep cook at Outpost Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a mix of proprietary models, third-party subadvisors, and customized strategies.
Melanie W
Series 66
River Falls, WI
Edward Jones
Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.
Christopher H
ChFC®, Series 63
New Richmond, WI
OSAIC
Christopher Henning is a financial advisor with OSAIC based in New Richmond, WI. He holds the ChFC® designation and has 28 years of industry experience, including 11 years at Woodbury Financial Services, Inc. Henning also serves as president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to a broad range of investment programs and third-party managers.
Katie S
Series 65, Series 63
Glenwood City, WI
Thrivent Investment Management
Katie Swenby is a financial advisor with Thrivent Investment Management in Glenwood City, WI, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at 3M for six years before joining Thrivent. Outside of her advisory role, Swenby is active in her community as a committee member of the Glenwood City Area Community Club, secretary of the Community Foundation of Glenwood City, and co-owner of a local commercial office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based planning without discretionary portfolio management or institutional advisory services.
Thomas B
CFP®, Series 63
River Falls, WI
Cetera
Thomas Brown is a financial advisor with Cetera, holding CFP® and Series 63 credentials and over 44 years of industry experience. His career includes roles at Brown Financial, LLC; Advicelink Financial Advisors; North Star Consultants, Inc.; and Securian Financial Services. He is also an owner of Brown Financial, LLC and involved with North Star Resource Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.
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Finding advisors...
60 advisors near
54002
within the area shown on the map
Out of 400,000+ nationwide