Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

81 advisors near
55398

Out of 400,000+ nationwide

firm logo

Willson B

Series 66

Monticello, MN

Edward Jones

Willson Burggraff is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Monticello Country Club and Sears Holdings Corporation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
user avatar
firm logo

Tobin H

Series 63, Series 65

Elk River, MN

Cetera

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

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

Jerron M

Series 63, Series 65

Otsego, MN

Thrivent Investment Management

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. 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 financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Business ownership considerations
user avatar
firm logo

Lawrence T

ChFC®, Series 66

Elk River, MN

Cetera

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

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

Eric L

Series 63, Series 65

Monticello, MN

Wells Fargo Clearing

Eric Lindquist is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar
firm logo

Michael M

Series 63, Series 66

Princeton, MN

LPL Financial

Michael Monson is a financial advisor with LPL Financial in Princeton, MN, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Bremer Bank, and Specific Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management, utilizing model portfolios, research, and various institutional programs.

College savings (529s, UTMA, etc.)
firm logo

Amber E

CFP®, Series 66

Princeton, MN

Edward Jones

Amber Endicott is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. She also has an ongoing affiliation with Nelson that began in 2012. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Amanda E

Series 66

Elk River, MN

Ameriprise

Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. 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 written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

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

Thomas H

CFP®, Series 63

Elk River, MN

Ameriprise

Thomas Humphrey is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 15 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Humphrey is the COO of ER Green Operational Services, LLC, where he manages operational aspects of the company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and a structured oversight process to support retirement income strategies.

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

Ryan W

Series 66

Otsego, MN

Edward Jones

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
user avatar
firm logo

Colleen L

Series 66

Zimmerman, MN

Edward Jones

Colleen Lee is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was involved with OtterProducts, LLC for eleven years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Brenda R

Series 66

Elk River, MN

Thrivent Investment Management

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Business ownership considerations
user avatar
firm logo

Ryan H

Series 66

Monticello, MN

Ameriprise

Ryan Hartneck is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Columbia Threadneedle Investments. Outside of his advisory role, Hartneck is involved in youth sports, serving as an assistant coach for the Orono High School Varsity Softball team and volunteering as the Player Development and Equipment Director for the Minnesota Renegades Softball Program. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes proprietary investment research and works within a defined product ecosystem.

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

Roger S

Series 63

Elk River, MN

OSAIC

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Travis F

Series 66

Saint Francis, MN

OSAIC

Travis Fisher is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Outside of his advisory work, he is co-owner of North Metro Money Management, which provides holistic financial advice, and he serves as president of Fisher Financial Advising Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management options, employing asset-allocation tools and third-party platforms to tailor investment strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Jordan R

Series 66

Elk River, MN

Ameriprise

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

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

Thomas M

Series 66

Otsego, MN

Edward Jones

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 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

Owenn B

Series 66

Elk River, MN

Cetera

Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

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

Samuel G

Series 66

Otsego, MN

Edward Jones

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

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

Eric Z

CFP®, Series 66

Princeton, MN

Edward Jones

Eric Zebrowski is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as secretary for the Princeton Area Chamber of Commerce, participating in board meetings and local events. 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 large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Intergenerational Families Religious/faith focused Values-based investing
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")